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SkyPlanner
United States
Приєднався 21 сер 2013
Welcome to SkyPlanner’s official UA-cam channel and your source for exclusive content, Salesforce how-to tutorials and more!
Subscribe and discover all you can do with Salesforce. #WeAreSkyPlanner
SkyPlanner is a five-star rated, Silver Salesforce Consulting & AppExchange Partner headquartered in Miami, FL with offices in Bogotá, Colombia, and Espirito Santo, Brazil, that specializes in helping businesses of all shapes and sizes get the most out of their Salesforce experience.
OUR SERVICES INCLUDE:
- Customer Relationship Management (CRM) & Technology Consulting
- Implementation Services (Quickstart Packages, Standard Solutions & Salesforce Customizations)
- Training & Support
- Business Intelligence
- Mobile Apps Development
- Data Migration
- Adoption Strategy Services
LEARN MORE OR REQUEST A QUOTE: www.theskyplanner.com
STAY CONNECTED, ENGAGED & INFORMED:
SkyPlanner
skyplanner
www.linkedin.com/company/skyplanner/
Subscribe and discover all you can do with Salesforce. #WeAreSkyPlanner
SkyPlanner is a five-star rated, Silver Salesforce Consulting & AppExchange Partner headquartered in Miami, FL with offices in Bogotá, Colombia, and Espirito Santo, Brazil, that specializes in helping businesses of all shapes and sizes get the most out of their Salesforce experience.
OUR SERVICES INCLUDE:
- Customer Relationship Management (CRM) & Technology Consulting
- Implementation Services (Quickstart Packages, Standard Solutions & Salesforce Customizations)
- Training & Support
- Business Intelligence
- Mobile Apps Development
- Data Migration
- Adoption Strategy Services
LEARN MORE OR REQUEST A QUOTE: www.theskyplanner.com
STAY CONNECTED, ENGAGED & INFORMED:
SkyPlanner
skyplanner
www.linkedin.com/company/skyplanner/
Salesforce CPQ: Price Rules
In this tutorial, we'll guide you through the process of creating CPQ price rules and go over some basic configuration to help get you started on using them.
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Keep in touch with us:
💌 Subscribe to our weekly LinkedIn newsletter:
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Переглядів: 676
Відео
Salesforce Flows: Getting Started
Переглядів 1108 місяців тому
Discover the magic of Salesforce Flows in our latest video! 🚀✨ Learn to automate tasks and boost your efficiency. Need Salesforce Consulting Services? Visit our website: www.theskyplanner.com. Keep in touch with us: 💌 Subscribe to our weekly LinkedIn newsletter: www.linkedin.com/newsletters/skyplanner-newsletter-6910206490993668096/ 📝 Read our latest blog posts: www.theskyplanner.com/blog/ 👍 Li...
Custom Metadata Types
Переглядів 3838 місяців тому
In this video we will be taking a look at Custom Metadata Types. By the end of this tutorial, you’ll have a solid grasp of how to use this feature to supercharge your Salesforce implementations. Need Salesforce Consulting Services? Visit our website: www.theskyplanner.com. Keep in touch with us: 💌 Subscribe to our weekly LinkedIn newsletter: www.linkedin.com/newsletters/skyplanner-newsletter-69...
Salesforce CPQ Product Rules Configuration (Part 2)
Переглядів 2108 місяців тому
In this tutorial we'll be going over the other two Product Rule types that we didn't cover last time: Alert and Filter Need Salesforce Consulting Services? Visit our website: www.theskyplanner.com. Keep in touch with us: 💌 Subscribe to our weekly LinkedIn newsletter: www.linkedin.com/newsletters/skyplanner-newsletter-6910206490993668096/ 📝 Read our latest blog posts: www.theskyplanner.com/blog/...
Salesforce CPQ Product Rules Configuration (Part 1)
Переглядів 4499 місяців тому
In this video we will be taking a look at CPQ product rules and go over some basic configuration to help get you started on using product rules. Need Salesforce Consulting Services? Visit our website: www.theskyplanner.com. Keep in touch with us: 💌 Subscribe to our weekly LinkedIn newsletter: www.linkedin.com/newsletters/skyplanner-newsletter-6910206490993668096/ 📝 Read our latest blog posts: w...
Salesforce CPQ: Recommended Configuration
Переглядів 13110 місяців тому
Salesforce CPQ is a Salesforce sales tool that allows you to generate quotes for complex products or services in a fast, accurate and personalized way. In this video, we will be going over some tips and recommended settings when configuring it for the first time. Need Salesforce Consulting Services? Visit our website: www.theskyplanner.com. Keep in touch with us: 💌 Subscribe to our weekly Linke...
Top 5 Preferred Tools for Salesforce Data Migration
Переглядів 533Рік тому
Every day, the work of any entity generates an enormous amount of information that is recorded in its database. Over time, the need to move that data from one site to another may arise. To this end, there are a variety of data migration tools in Salesforce. We suggest our five favorites so that you can choose the most suitable one for your company: www.theskyplanner.com/salesforce-data-migratio...
How to Create a Round Robin Assignment Using Flows
Переглядів 5 тис.Рік тому
We will be showing you how to create and configure a round robin assigner which will help with automatically assigning leads evenly and sequentially to members of a sales team. Find here the Round Robin Assigner Package: appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FOmqSUAT Need Salesforce Consulting Services? Visit our website: www.theskyplanner.com. Keep in touch with us: ...
Sending Email Alerts With Flow
Переглядів 7 тис.Рік тому
Learn how to configure Email Alert Actions to generate emails via Flow and send them to designated recipients, which can include all these different types. See also our video: How to create email templates ua-cam.com/video/SA55FemqUg8/v-deo.html Need Salesforce Consulting Services? Visit our website: www.theskyplanner.com. Keep in touch with us: 💌 Subscribe to our weekly LinkedIn newsletter: ww...
Setting Up Web-to-Lead
Переглядів 3,7 тис.Рік тому
Web-to-lead is a way for organizations to acquire new leads directly into Salesforce using a website form that captures visitor information. In this video, we will be showing you a web-to-lead, how it works, its benefits, and the basics on how to get it set up. Need Salesforce Consulting Services? Visit our website: www.theskyplanner.com. Keep in touch with us: 💌 Subscribe to our weekly LinkedI...
How to Create Global Picklists
Переглядів 208Рік тому
Global value sets are virtually no different from regular picklist fields, to the user they provide the same experience, but on the backend, the values and management of the picklist are handled differently. In this video, we will be talking about Global Picklists and how to create them. Need Salesforce Consulting Services? Visit our website: www.theskyplanner.com. Keep in touch with us: 💌 Subs...
How to Create Email Templates
Переглядів 735Рік тому
Improves your communications by using email templates in Salesforce. We will be showing you how to do it and thus increase productivity and ensure consistent messaging. Need Salesforce Consulting Services? Visit our website: www.theskyplanner.com. Keep in touch with us: 💌 Subscribe to our weekly LinkedIn newsletter: www.linkedin.com/newsletters/skyplanner-newsletter-6910206490993668096/ 📝 Read ...
How to Set Up Custom Fiscal Year
Переглядів 781Рік тому
In this video you will learn the two options available in Salesforce to define a fiscal year. In addition, we will show you how to set up a custom fiscal year according to your business financial structure. Need Salesforce Consulting Services? Visit our website: www.theskyplanner.com. Keep in touch with us: 💌 Subscribe to our weekly LinkedIn newsletter: www.linkedin.com/newsletters/skyplanner-n...
Salesforce Lead vs Opportunity: What is the difference?
Переглядів 6 тис.Рік тому
Learn the differences between a Lead and an Opportunity and how to manage them within Salesforce. Need Salesforce Consulting Services? Visit our website: www.theskyplanner.com. Keep in touch with us: 💌 Subscribe to our weekly LinkedIn newsletter: www.linkedin.com/newsletters/skyplanner-newsletter-6910206490993668096/ 📝 Read our latest blog posts: www.theskyplanner.com/blog/ 👍 Like us on Faceboo...
Learn How to Create a Path
Переглядів 4112 роки тому
As a #Salesforce admin you always want to boost productivity and help your sales reps gather complete data during the sales process. To help your agents, you can create different paths to guide them through the steps of a business process. Here we will show you how you can do it. Need Salesforce Consulting Services? Visit our website: www.theskyplanner.com. Keep in touch with us: 💌 Subscribe to...
Salesforce Business vs Person Accounts
Переглядів 3,1 тис.2 роки тому
Salesforce Business vs Person Accounts
Salesforce Leads vs Contacts: What is the Difference?
Переглядів 2,1 тис.2 роки тому
Salesforce Leads vs Contacts: What is the Difference?
Salesforce Duplicate Management Solution
Переглядів 2,3 тис.2 роки тому
Salesforce Duplicate Management Solution
How to Customize Lightning Record Pages
Переглядів 3,8 тис.2 роки тому
How to Customize Lightning Record Pages
How to Customize the Salesforce Loading Icon
Переглядів 3,2 тис.2 роки тому
How to Customize the Salesforce Loading Icon
How to Logging Automated Emails on Related Records
Переглядів 1,6 тис.3 роки тому
How to Logging Automated Emails on Related Records
How to create a Round Robin Assignment
Переглядів 6 тис.3 роки тому
How to create a Round Robin Assignment
Login Page Customization in Salesforce
Переглядів 7 тис.3 роки тому
Login Page Customization in Salesforce
Hi, When I select email alert in type in action, action is readonly for me. Hence I am unable to select created email alert in action. Could you please suggest solution.
Basically B2C would require Person Accounts while B2B would require traditional Accounts/Contacts.
Lead means potential customer they interested with our product After lead converted with qualified and non qualified these two categories.. Opportunity means deal - It includes stages if all done Then final closed won / lost.
Thank You for this video from Italy!!!
This is Gold!!!!!
Muy buena explicacion, gracias por tu ayuda!
If we do not find duplicates under related, but we do have two accounts created for the same person, then what to do?
Can you use this to assign 2 objects to the same person round robin? For example, I currently have a flow that uses this to assign an opp that is created in the flow via round robin but then I have a task created in that flow related to the opportunity but would like the task to be assigned to the same person the opportunity was assigned to through the round robin assigner.
Hi ,In right frame url field i have given the url but what is happening is after doing logout i am getting the preview but at the top i m getting download option as dropdown which i dont want can u help me in that ?
Hi thanks for this, is it possible to make a duplicate report for LEADS and CONTACTS? I want to merge leads to duplicate contacts, but I am not sure how? using the report
Useful, thanks
Thanks!
Great content. Thanks.
Thank you!
Hello, quick question. Not sure if this App will work for what we want to use it for. We currently use Omni-Routing for cases in certain regions (we are global but not all regions use it and not all teams/queues use Omni in the regions that do). Right now Omni will route the New cases, and take those into consideration as it relates to their capacity, however we get Re-Opened cases going to agents (agent puts case in Solved Status, it stays there for 72 hours and them moves to Closed. If a customer replies during that 72 hours, it moves to Re-Opened with the same Case Owner) and those are not counted toward capacity. So an agent could have 8 Re-Opened and it will still send them new cases. We would like the Re-Opened ones to just get routed to the next available agent along with the New Cases. To complicate, as I stated, we cannot just put all agents in one group because different agents work in different queues. We would need multiple groups that ONLY cater to specific Queues.
Thanks for the insightful explanation! We're currently using FSC and I have a query about streamlining our sales process. Our goal is to reserve the PERSON ACCOUNT object exclusively for fully verified customers. We aim to utilize LEAD and OPPORTUNITY during the sales process, but it seems that an Opportunity needs a pre-existing PERSON_ACCOUNT record. Is there a standard or recommended approach to ensure PERSON ACCOUNT (Contact and Account) is created only after the complete onboarding process, including external deduplication? We'd like to efficiently manage Leads and Opportunities without compromising data quality. Any thoughts or suggestions on this?
'Promo SM' 😈
Hi, this works thank you! Is it possible to "re-start the count" if an "unqualified" lead gets assigned to a rep?
Me salvaram!!!!!! thanks
Thanks man, really helpful. good presentation and cool music!
Can this be used for custom objects? I'm trying to do this on a custom object for a specific user lookup field but keep getting errors.
Jabba ????
Thanks a lot :)
Thanks buddy !
Hello, this was a really helpful video, thank you! I have ran into a problem with my flow that I can't see to figure out. As soon as it gets to the apex action element to assign the record I get this error message: The "Reassign_To_VP" element in your flow has validation errors. What i'm trying to do is a round robin re-assignment compared to just assigning the record. Is this error something you might be familiar with or be able to assist? TIA
Is there an issue with the below one =VLOOKUP(@B:B,'Account Export'!A1:B11,1,FALSE)
Thank you so much for this. :)
Quick Question I have all of this set up. But how does the Sales person know once a lead is assigned to him/her. Is there some kind of alert? or notification bell? I see you have assigned over 100 new leads to people in the round robin, but how does that sales person know they have been just assigned?
This is where you would create a email alert on your own when the Owner ISCHANGED or ISNEW.
Good Video. But, background music is so disturbing!
Very good explanation with each detail
Thankyou so much you helped me a lot❤
Thank you!
Welcome !!
Great video! Very helpful. Thanks for sharing!
Thanks
Nice! Very useful 🙌
Nice work Dude your video helped me a lot. Can more of these pages be customized like adding pre built images and drag drop content
Are there instructions for this using flow instead of process builder? Process builder is going to be retired at the end of this year so showing how to do it via flows would be extremely helpful
Does this work with Flow? I only ask because Process Builder is on it's way out.
how abcout using work flow to send emails? How to log in activities?
Does this not work with flows?
Thank you! This was a life saver. I wish it was easier find it in app exchange vs going straight to the link.
what about attachments? do they also flow seamlessly between email and SF?
Great info, appreciate the video.
Can you please upload videos on flow and apex
Sure, we'll work on that
Love the Cowboy Bepop music in the background! Great content!
Hi, could you please let me know if its possible copy an email address from To to CC just hightlighting and copy ?
Great tip >)
Good tutorial. It could be much better without the music in the background.
Any idea how to update a user field other than owner using this app. Sort of like an overlay field? Account owner is already assigned, but need to assign and overlay user using a round robin method without changing the account owner.
Very Great explaination 👌
Thank you! This is helpful!
You're welcome!
So would this for each state?