- 16
- 125 454
Salesforce Happy Corner
United States
Приєднався 17 жов 2021
Why and How to Create a Custom Report Type in Salesforce + the "Power of 1" Trick 😉 #salesforce
In this training video, I explained why and how to create a custom report type in #Salesforce and a use case ( a report for accounts with or without contacts)
also I explained what the "Power of 1" Trick 😉 and how to use it professionally in your #Salesforce reports
If you're a Salesforce admin or developer, this tutorial will be so helpful for you as it contains a lot of tips and tricks on Salesforce reports, "Summary Level Formula" in reports and how to create a custom report type
#salesforce #salesforceadmin #salesforcereports #salesforcedevelopers #salesforcetutorial #salesforcetraining #salesforceturotials #salesforcetips
Thanks!
Chapters:
0:00 Why we need custom report types
2:22 Create a Custom Report Type
5:41 Create accounts with or without contacts report
8:53 What is the "Power of 1"
10:30 Add Summary Level Formula to your report
13:49 Summary
also I explained what the "Power of 1" Trick 😉 and how to use it professionally in your #Salesforce reports
If you're a Salesforce admin or developer, this tutorial will be so helpful for you as it contains a lot of tips and tricks on Salesforce reports, "Summary Level Formula" in reports and how to create a custom report type
#salesforce #salesforceadmin #salesforcereports #salesforcedevelopers #salesforcetutorial #salesforcetraining #salesforceturotials #salesforcetips
Thanks!
Chapters:
0:00 Why we need custom report types
2:22 Create a Custom Report Type
5:41 Create accounts with or without contacts report
8:53 What is the "Power of 1"
10:30 Add Summary Level Formula to your report
13:49 Summary
Переглядів: 1 604
Відео
Mass update Records Using Developer Console Anonymous code #shorts #salesforce #salesforcedeveloper
Переглядів 5 тис.2 роки тому
Quickly Mass update Records Using Developer Console Anonymous code #shorts #salesforce #salesforcedeveloper #salesforcedevelopers #apex
Display a flow in an aura component and pass variables to it in #salesforce
Переглядів 4,9 тис.2 роки тому
Sometimes, you need to embed (display) your screen flow in an aura component in Salesforce. For example, to access flow from global quick actions, or Outlook or Gmail integration panel, or any other reasons This video will show you how to embed your screen flow in an aura component easily and quickly, also I will show you how to pass variables from your aura component to your flow by creating "...
Full Tutorial: Create a Visualforce Page and Add it to Lightning Record Page
Переглядів 9 тис.2 роки тому
Step-by-step tutorial on creating a Visualforce page "Opportunity Summary" and how to add it to the lightning account page in salesforce lightning experience using a custom Apex controller. This tutorial is an excellent opportunity for all developers to learn how to create a Visualforce page and display it on a lightning record page, read the record's id, and retrieve the related records using ...
Salesforce Multi-Factor Authentication.. Why and How to? (For SF Users)
Переглядів 7 тис.2 роки тому
Authenticator App for Apple phones: itunes.apple.com/us/app/salesforce/id782057975?ls=1&mt=8 Authenticator App for Android Phones: play.google.com/store/apps/details?id=com.salesforce.authenticator 2/1/2022 Salesforce made it required to use Multi-Factor Authentication ( MFA ) to log in to salesforce. I trimmed a salesforce admin training video and removed the admin guidance part and made it fr...
How to Mass Delete Order Items from an Order in #salesforce
Переглядів 1,2 тис.3 роки тому
In salesforce, you can only delete order item one by one individually. In this tutorial, I will show you how to mass delete multiple order items with just one click using a simple trick. I created a checkbox in the orderitem (Order Product) object called "Delete?", then a trigger flow to delete the record if the user selected it. Also, I demonstrated how to edit the orderitem multi line page la...
Part 2 - How to Mass Delete Selected List View Records Using Flow Builder in #salesforce
Переглядів 1,7 тис.3 роки тому
How to create a list view button connected to a screen flow to mass delete selected records. In Part 2, We will improve the end screen to display number of records deleted successfully and how many failed to be deleted. Also, a user-friendly message containing the error details will be displayed for troubleshooting It is a straightforward steps with some tips and tricks To pass the selected rec...
Part 1 - Using Flow Builder to Mass Delete Selected List View Records in #salesforce
Переглядів 10 тис.3 роки тому
How to create a list view button connected to a screen flow to mass delete selected records. It is a straightforward steps with some tips and tricks To pass the selected records from a list view to a screen flow, all what you need to do is to create a collection text variable called 'ids' ... it is case sensitive Also, I show you how to create a return URL so that your flow can be redirected to...
How to create Einstein Chat Bot in #Salesforce
Переглядів 57 тис.3 роки тому
How to create Einstein Chat Bot in Salesforce Simple steps to create the Einstein chat bot in salesforce and add the chat button to a salesforce community site (footer section). The bot designed to create a lead or case based on client input It will pass parameters from the chat to an auto launch flow to create a record. These steps are so helpful for salesforce service cloud and sales cloud. S...
How to Connect VS Code to your Salesforce Organization + Simple Apex Trigger
Переглядів 7 тис.3 роки тому
Salesforce Tutorial - How to Connect Visual Studio Code with Salesforce Organization Simple Visual Force Page and Apex Trigger In this video, I show you how to authorize visual studio code to access your organization and create a simple page and trigger It is helpful for salesforce developers to connect vs code to salesforce by installing salesforce extension pack and running the authorization ...
How to create in-App Guidance in #Salesforce
Переглядів 3,3 тис.3 роки тому
How to add in-App Guidance in Salesforce using in-app guidance builder. Create a training prompt for your users. This functionality is so helpful for salesforce admins, and can improve salesforce users adoption and productivity. In this video, I demonstrated how to create a targeted prompt in-app guidance for the account detail page. Thank you! #salesforce #salesforce_admin #salesforce_develope...
How to create a new account using developer console and apex code
Переглядів 3,8 тис.3 роки тому
How to create a new account using developer console and apex code For beginners developers, and advanced admins. Simple and basic way to create a record using apex and anonymous developer console code #salesforce #salesfoce_developer #salesforce_for_beginners #salesforce_for_dummies #apex #developer_console
How to change salesforce user profile photo and banner
Переглядів 8663 роки тому
How to change salesforce user profile photo and banner Simple steps to add your personal photo to your salesforce user account. Any user or admin can do these steps quickly and add your company touch to your salesforce organization! #salesforce #salesforce_for_beginners #salesforce_admin #salesforce_tips_and_tricks
How to create a new Salesforce User #salesforce
Переглядів 1,3 тис.3 роки тому
Simple steps to create a new Salesforce User #salesforce #salesforce_admin #awesome_admin #salesforce_for_beginners
How to login to salesforce #salesforce
Переглядів 11 тис.3 роки тому
Navigate to login.salesforce.com to login to salesforce org. It is recommended to favorite this URL in your browser for faster login 👍 Salesforce demo for beginners! #Salesforce #login #beginners #salesforce_demo #salesforce_for_beginners
How to create Salesforce developer organization for training 👍 #salesforce
Переглядів 2993 роки тому
How to create Salesforce developer organization for training 👍 #salesforce
Hilo bhai
thank you man, you saved me
Excellent Video, Thank you very much :). Clear Explanation. This video really helpful for all
Very informative session. Thanks for making it!!
Thanks for the video! I'm getting an error in the Lead creation dialog, I have used variables and static values, but the error is the same. Since we are creating records, what set of permissions does the user needs? I think is related to permissions. What do you think? Event Error: Error when invoking /support/conversations/0X9Sv00000004Zt/invocations/0SCSv0000000TV3OAM: [{"actionName":"setup_bot__IntroBotCreateLead","errors":[{"statusCode":"UNKNOWN_EXCEPTION","message":"An error occurred when executing a flow interview.","fields":[
Hello, I have created an enhanced chatbot in Sales Cloud, not in Service Cloud, and I have embedded an enhanced link in it, but every time I preview it, the link appears in text format. I want the link to redirect me, but it doesn't happen because it's in text format. Also, I want to know how to publish the chatbot created in the Salesforce Sales organization. Can you help me with that?
I've never been so captivated by a tutorial ! Keeping the trial and error bits really makes it so much easier to understand and to process ! Awesome job !
Hi great video but im facing an issue. The problem where tou put company name doesnt get fixed when i put it there its still there. I read somewhere that its connected to permissions.
Very helpful, thanks!
Hello sir I am getting an error in the same
Great video and good explanation! Thanks a lot!
Great session Please let me know how to add WhatsApp number under connection on Bot? Please any one can let me know the answer
What license do you have in your Dev Org. in order to facilitate the creation of the bot?
any admin with a service cloud license will be able to create bots in salesforce
Just earned my Associates cert. Happy to watch this to learn more about Custom report as I move on to try my first super badge
Thanks Eugene
thanks
I am try to train a bot in Salesforce. I am working only in welcome dialog to create a lead. the Bot throw the error "No agents are available." Why? please help me.
this video was very helpful. thank you.
one question, how do I make delete able for Order Item ? Can't find it
On setup chat I am getting error This page has an error. You might just need to refresh it. Failed to initialize a component [Definition does not exist on the client for descriptor:markup://force:inlineEditGridStencil. Client side caches have been cleared. Please reload the page.] Callback failed: serviceComponent://ui.force.components.controllers.lists.selectableListDataProvider.SelectableListDataProviderController/ACTION$getItems Failing descriptor: {markup://force:listViewManagerGrid}... how to fix
Requiring MFA has us leaving salesforce. It should be a choice, not requirement
You can turn it off. Go to setup "identify verification" and turn it off from there. This should not be a reason to leave a powerful platform like salesforce..
@@mido5209 That is true but support told me that is only until summer 2024. When I complained about this “retarded login requirement” they asked me to refrain from using hate speech and sent me a link to salesforce inclusion policy. Crazy stuff, we are headed to zoho
Hi, i followed the video bt i cannot see created record in leads and cases is it bcoz i dont have license
How do I sign up users to create a chat queue? I don't see user
hi i followed you as it but the flow of creating a lead gives an error when i try to debug it show the following Error: Error when invoking /support/conversations/0X92w0000005LMu/invocations/0SC2w0000001RkmGAE: [{"actionName":"setup_bot__IntroBotCreateCase","errors":[{"statusCode":"UNKNOWN_EXCEPTION","message":"An error occurred when executing a flow interview.","fields":[ , even i taken the companyname input but the same error please help mee in these.
were any of you able to fix this error?
Great vedio! Thanks.
is it possible to perform Dynamic Translation with in Einstein Bot where a user who speaks one language can chat with a support agent who speaks another.
How can I put it in a android app?
❤
What a great tutorial! This is the first tutorial I felt like I've understood everything from start to finish without having to rewind anywhere. Thank you so much Sir. Really appreciate you making this video! This needs more views
You're very welcome!
Hi, friend! Good video, Question, can we do the same but with WhatsApp messaging sessions? And transfer the sessions to the agents? Example, that according to the initial menu with several options, is routed to the agent?
Thank you for this video, how I can find a number of retURL for the Lead Object ??
Thank you this was very helpful!
I am getting the below error: Error: Exception when invoking /support/conversations/0X95g0000005Hfg/invocations/1rl5g00000054AjAAI: [{"message":"; nested exception is: \tcommon.exception.ApiQueryException: SELECT Age__c, Email, Id FROM Lead WHERE ^ ERROR at Row:1:Column:8 No su Here I am trying to fetch few fields from Lead Object - {!Results[0].Age}, {!Results[0].Email}, can you please let me know where I am missing.
how to find retURL number of custom object?
Hey man is it possible to get your help on a specific SF project in return for monetary compensation? It's urgent and probably very easy for you to do.
Hey! Sure, feel free to contact me at salesforcehappycorner@gmail.com
Bro you literally saved my life xD I got a interview soon for SF and I didn’t understand anything of what I am supposed to do Lol, finally I get it
OMG! your comment made my day! I hope your interview went well ❤️🩹
Thank you - I"m going through this but wanted to test with custom object and when I do list it doesn't appear? How do I get the custom object to appear?
thanks
Hi, Can you please do videos on flows
Hi, very good tutorial. How can you limit the visibility of this button to a group of users or profile?
from where I can get the code?
wouldn't there be an issue using inside Delete? What if a user selects like 1000 records. Wouldn't this flow fail?
Has anybody write a testclass for this example? I want to learn it how is going. Thx.
I am getting a warning to Avoid logic in triggers and for some reason, it stops me from deploying the code.
Thank you for this! Keep it up! 🎉
Thanks buddy, worker perfectly🎉
Great video! Awesome
Hi I am overriding the edit button with the flow which is embedded in aura. The flow is to create the reocrds . but I want to use the same flow to edit the existing record by overriding it with standard edit button. Can you please tell how can we achieve this functionality...? Please Please help!!
Great!!! works at 100%... just one question, is possible to do the same with Quotes???
Thank you! Sure, you can apply the logic to any object. Make sure to check part2 as well, it has some nice tricks 👍
@@salesforcehappycorner8325 I think there is a problem... i can't add buttons to the list view for quotes :( can you help me to check what i'm doing wrong or if is a SF limitation... Txs!!!
Good Explain And this videos is very useful for me.. Thank you😃👍👍