Відео

Hi Damian, you could do this by creating a rich text field in the Lightning Page Builder (add the text you want) and then doing a visibility filter on it. Only show when the Status = "Approval" or whatever status you are using. Then it will automatically appear and disappear as required :)

Thank you, this is the code I have now in visualforce <apex:page standardController="SBQQ__Quote__c" extensions="QuoteExtController" action="{!onSubmit}"> <apex:pageMessages /> </apex:page> Currently, when you click on subit for approval it goes directly to the quote, what I want is to be a message as it appears at 2:34 of this video@@laurencetaylor2844 Thank you

A good idea, I'll add to my list of future videos ;)

In that situation, rather than using the Gmail plugg-in. It might be easier to simply forward the email to the Email-To-Case address, which will auto-create a Case and add any attachments as files to the Case. Less clicks ;)

@@laurencetaylor2844 Will it pick up any data from the email to help auto-populate fields in the case? Our sales reps receive requests from the customer and we want the rep to create a case from the request. Of course the request comes in via their email with attachments

@@MoniqueSirgo If the sales rep forwards it on to the email-to-case, then no it won't associate with the original sender. It'll likely need the associated contact/account manually populated on the Case by your team. But the Case description will have the email + the attachment will be attached. Most efficient to have your customers email the Email-To-Case email address directly :)

When adding the filter, try going to the "advanced" tab and then go to "Record" and all the fields should now be visible. Hopefully that helps!

Yes of course, that is a great use case to consider. And custom objects included in managed packages don't count against the 10 custom object limit on the Community/Community Plus licenses. So big win!

That will require some customization of the page layout and record types for the quote object. You'll need a custom record type on Quote for Draft, In-Approval and Approved statues. Each record type has a different page layout assigned to it. (Thats how you hide the buttons to generate the PDF) That is more on the advanced configured side, best speak with a Salesforce partner or hit up trailhead.

Thank you appreciate it! :)

That is the template included with the "Quote" object in Salesforce Sales Cloud, but if you want to go really custom then you'll need something like S-Docs or Conga or similar products.

@@laurencetaylor2844 Thanks Lawrence, I appreciate it.

Well you'd want to create an easy way to link an Opportunity to the Case. Once you got the Opp created, then you can create a quote ;) If you create a lookup field on the Case object to the Opportunity object that should give you something basic. (Assuming each Case has only one related Opportunity)

@@laurencetaylor2844 thanks for the reply. We aren’t using opportunities at all right now. But if we could link the two perhaps it would be an easy step.

Not familiar with that product, so I couldn't say thanks.

Thanks for reaching out, no code on this. Only Process Builders or flow required. I'll try to record another video in the future with that information for you.

Your welcome! I shoud also mention, since this was recorded. There is now a recycle bin tab in lightning experience. You can search for it!

Thanks for replying, this was just an overview of wha tis possible, maybe in the future I will create a video for the setup side.

Your welcome ;)

Well, if you use email-to-case or web-to-case to automatically create Cases, the system can use the email address from the email/web form to lookup the Contact automatically and associate it with the Case. And during this process, it will also set the Account Name to the Contact.AccountName. So I think the answer is yes :)

I don't know sorry :)

Yes absolutely! Just make sure the buttons are added to your Gmail plugin for "New Task"

Thanks for the feedback, here is a link and we'll update the description as well! chrome.google.com/webstore/detail/lightning-extension/hfglcknhngdnhbkccblidlkljgflofgh?hl=en-US

I have not, but glad you found it useful :)

For the standard component, you cannot change the background color, you can change the text color. Therehere are other similar things on the AppExchange that can accommodate changing background such as appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FYDyHUAX Also, this only applies to Lightning sorry, not classic :)

Appreciate the feedback, this video was more a thought experience to show what is possible. Perhaps I'll do a more admin specific one in the future.

Unfortunately not, you'll need to use flow, trigger, or process builder rule to create actual records. :)

Kalaivani D You would need to create a rich text banner for each language and then use a filter to display based on some conditions in the user record. There might be some appexchange packages that could make this easier.

A good question, don’t add the second record type that contains the page layout with the generate quote button to the user profiles. You can still access and interact with the record and this means they must always go through the procedure you designed.

Sometimes the interface can take a 30 seconds to load, particularly that Rich Text component. Perhaps give it a moment and then see if you can click in it :)

@@hiptenllc Hi, Thank you for the response I can now see the text but I can not save it due to this error - Component 'Enhanced Lightning Grid' has an invalid value for property 'Data Provider'.

@@lorrie117 You might want to talk to your SF partner about that, sounds like something else on the Lightning page might be causing a problem.

Once you create multiple Quote Templates, you'd be prompted to choose one on creation. Otherwise, if you have complex use situations and multiple businesses you can use something like Conga or S-Docs to generate the quote PDF/Document and then create a button inside Salesforce to auto-select the template in a single click. (makes it easier for your team)

Secret Horse sounds like you might want to consider Salesforce CPQ which is more powerful and allows that level of automation.

Not directly, but that doesn't mean you cannot automate it :) For example, you could "log a call' or send an email with a specific subject header and then have a Process Builder rule fire to then update the Lead status if certain words or phrases are detected. You then control the phrase or text being entered into the "log a call" record via the macro. Hope that helps :) Maybe one day soon we'll be able to directly modify Case fields!!

Chloe Brown glad you found it useful, :) The Sales templates can be created and edited through the setup menu and searching for ‘quote templates’. The interface is similar to a page layout. Pro tip if you want to add images then use Firefox as you can resize them directly through Salesforce. (Not possible if you use Chrome)

Glad you found it useful! FYI: The next release (just weeks away) will allow using recycle bin without having to switch to classic mode!

Great question - A simple way is to create a checkbox called "In Approval Process" and when you enter the approval process, set the checkbox to TRUE in the background. Then have a validation rule that detects ISCHANGED(status) AND "In Approval Process" = TRUE. And don't forget when you exit the approval process to set "In Approval Process" = FALSE :) :)

Glad you found it useful, I will certainly try to create more soon. There are lots of new Lightning features to demo from Summer19 release :)

Appreciate the feedback, ok I'll add this into a future video for you.

Hi! You'll need to create separate Quote Record Types and page layouts for that to work. The page layouts allow you to control whether certain buttons or options are visible. (e.g. Create PDF) Then depending on whether the quote is draft, in-review or approved you can automatically assign the record type in the background using a workflow or process builder rule. This way, it is transparent to the user but achieves your outcome nicely ;)

@@hiptenllc Thanks for the reply. I was able to work it out with the comment.

@@Min-hp6hd Hi, I am quite new to Salesforce and am helping my company implement salesforce. Will you be able to share how does this work? I am abit confused on Page layout and record types

Hi Mark, I usually recommend this product line item sort is not yet included in Lightning experience: appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000Ecs6qUAB

And yes its free :)

Thanks for the tip. I'll try it out