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Cloud Adoption Solutions
United States
Приєднався 14 вер 2019
We've been stretching the boundaries of how our clients are using Salesforce.com, and we want to share. We're launching a new UA-cam channel where our team is going to show you how to do things like: clone an opportunity with products/the opportunity team/contact roles all at once; how managers can use reports to know which reps to coach and on what before they miss the quarter; using custom permissions in validation rules or criteria; custom notifications; and other tips and tricks that can be used by admin-types, exec-types, and everyone in-between!
Join our two themes: CAS Chats, where we discuss some of the things we love about Salesforce, and CAS Come And See, where we show you how to customize your instance.
Join our two themes: CAS Chats, where we discuss some of the things we love about Salesforce, and CAS Come And See, where we show you how to customize your instance.
Salesforce New Flow Enhancements in Summer '24: CAS Come and See video
Do you know about the new flow enhancements in the Summer '24 Salesforce release, including automation app and repeater component in screen flows. The ability to search the list of flows was previously missing from the Setup menu, and the repeater component allows for storing multiple names and birthdays in a screen. Join Cory from Cloud Adoption Solutions as he demonstrates how to use these features.
...and while you're here: if you're having Salesforce user adoption challenges, we have a brand new guide that takes you step by step through the principles of teaching adults technology, and drives you to develop a plan for implementation. It's got room for you to make your own plan - check it out: cloudadoption.solutions/teach_adults_tech_guide/
VIDEO TRANSCRIPT:
Hi, this is Cory with Cloud Adoption Solutions. And I'm here to talk to you about some new flow improvements for summer 24. There are actually a ton of new flow enhancements for summer 24. I'm just going to cover a couple today. If you want to see the full list, I'll leave a link in the description of this video. So you can take a look at that for yourself. But two really cool. New improvements are the new automation app, which I have up on the screen right now you can find it from the nine dot App Launcher, this is sandbox org. So it's already on the summer 24 release, this will be released generally, one summer 24 gets released to production. And you can find that by the nine dot menu and then just searching for automation. And in the automation app, there are two tabs there's a home and a flows tab. And the home tab gives you a view of the recently modified flows. And you can see these five here shows you the label the status, the flow type, and then the last modified date has some other links here to join the flow community and learn about Salesforce flows. And it'll show you flows that have errors as well. This ListView is a nice way to you can create a new flow easily with a new button here. And then the flows tab gives you the full list, standard ListView. Here, you can create a new list view, I have the all flows pinned, so I can see everything and we'll sort it by last modified. And here kind of the same thing shows you the label the type, the progress, which is drafter activated and the description. Any other fields, you can add just like you would with a standard ListView can add and remove fields here. But this gives a really good view of all the flows and the org. It's searchable, which that was one of the biggest things missing from flows in the Setup menu is the ability to search the list. With orgs that have a lot of flows, this became kind of time consuming, you had to scroll down to get everything to load. And then you basically had to do a find on the page instead of being able to search with a search box. So this is a big improvement. Really nice enhancement by Salesforce to provide this view into flows since workflows and process builder are no longer supported and flows are the way forward. One other cool new flow enhancement for summer 24 Is the repeater component in screen flows. And I have a just the pretty basic screen flow belt here already. I have this screen. And then this first component is a repeater component, it's found down here on the left under the display header. So you drag the repeater on there. And then you add components to the repeater. So I added a name component, which is this one. So first and last name, and then I just added a date component for birthday. And what this allows you to do is it allows you to store multiple names and birthdays in this screen. So we'll get out of this. You can loop the repeater component, and this all items variable that Salesforce automatically create. So that's basically your collection. So however many names and birthdays you added to this gets put in this all items collection, and looped over that. And then I'm assigning the first name to a contact record variable. The first name, the last name and the birthdate to that contact record variable. And I'm also just assigning this account since this is just kind of like a Test Flow. Just to see how this new repeater works. I needed an account so I just grabbed the ID and account in this sandbox org...
Read the rest on our blog: cloudadoption.solutions/blog/
Contact us with your Salesforce challenges at info@cloudadoption.solutions - we love to help!
Cloud Adoption Solutions is a 100% woman-owned registered Salesforce partner, specializing in implementation, integration, and optimization for Technology, Healthcare/ Life Sciences, and Financial Services/ Professional Services organizations in the small and mid-commercial sectors.
...and while you're here: if you're having Salesforce user adoption challenges, we have a brand new guide that takes you step by step through the principles of teaching adults technology, and drives you to develop a plan for implementation. It's got room for you to make your own plan - check it out: cloudadoption.solutions/teach_adults_tech_guide/
VIDEO TRANSCRIPT:
Hi, this is Cory with Cloud Adoption Solutions. And I'm here to talk to you about some new flow improvements for summer 24. There are actually a ton of new flow enhancements for summer 24. I'm just going to cover a couple today. If you want to see the full list, I'll leave a link in the description of this video. So you can take a look at that for yourself. But two really cool. New improvements are the new automation app, which I have up on the screen right now you can find it from the nine dot App Launcher, this is sandbox org. So it's already on the summer 24 release, this will be released generally, one summer 24 gets released to production. And you can find that by the nine dot menu and then just searching for automation. And in the automation app, there are two tabs there's a home and a flows tab. And the home tab gives you a view of the recently modified flows. And you can see these five here shows you the label the status, the flow type, and then the last modified date has some other links here to join the flow community and learn about Salesforce flows. And it'll show you flows that have errors as well. This ListView is a nice way to you can create a new flow easily with a new button here. And then the flows tab gives you the full list, standard ListView. Here, you can create a new list view, I have the all flows pinned, so I can see everything and we'll sort it by last modified. And here kind of the same thing shows you the label the type, the progress, which is drafter activated and the description. Any other fields, you can add just like you would with a standard ListView can add and remove fields here. But this gives a really good view of all the flows and the org. It's searchable, which that was one of the biggest things missing from flows in the Setup menu is the ability to search the list. With orgs that have a lot of flows, this became kind of time consuming, you had to scroll down to get everything to load. And then you basically had to do a find on the page instead of being able to search with a search box. So this is a big improvement. Really nice enhancement by Salesforce to provide this view into flows since workflows and process builder are no longer supported and flows are the way forward. One other cool new flow enhancement for summer 24 Is the repeater component in screen flows. And I have a just the pretty basic screen flow belt here already. I have this screen. And then this first component is a repeater component, it's found down here on the left under the display header. So you drag the repeater on there. And then you add components to the repeater. So I added a name component, which is this one. So first and last name, and then I just added a date component for birthday. And what this allows you to do is it allows you to store multiple names and birthdays in this screen. So we'll get out of this. You can loop the repeater component, and this all items variable that Salesforce automatically create. So that's basically your collection. So however many names and birthdays you added to this gets put in this all items collection, and looped over that. And then I'm assigning the first name to a contact record variable. The first name, the last name and the birthdate to that contact record variable. And I'm also just assigning this account since this is just kind of like a Test Flow. Just to see how this new repeater works. I needed an account so I just grabbed the ID and account in this sandbox org...
Read the rest on our blog: cloudadoption.solutions/blog/
Contact us with your Salesforce challenges at info@cloudadoption.solutions - we love to help!
Cloud Adoption Solutions is a 100% woman-owned registered Salesforce partner, specializing in implementation, integration, and optimization for Technology, Healthcare/ Life Sciences, and Financial Services/ Professional Services organizations in the small and mid-commercial sectors.
Переглядів: 40
Відео
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Переглядів 1575 місяців тому
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Переглядів 306 місяців тому
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Переглядів 5406 місяців тому
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Переглядів 31911 місяців тому
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Great Info. Thank you
Thanks for the message! We invite you to subscribe to our channel for more great info :)
Do you have a link to the "send better email" package? I cant find it
The fields I fill from the text collection all have square brackets around them, not sure exactly what's causing that.
How do I find which recipient list a List Email was sent to? My List Emails page in SF only shows me the Name, Owner Alias, Scheduled Date, Status, but not the recipient list. Without knowing the recipient list, how can I find and remove a contact? I have to open each List and search for that email address?
Great video......keep it up
Thanks for watching, Sunil!
That was the most fun I've had talking about digitalization! What a group of brilliant and funny people!!
Thank you, as always, Neysha, for sharing your wonderful talents with us all!
Which Android emulator did you use?
Thanks for watching our video! It's the Android emulator from the Android Studio developer.android.com/studio/run/emulator
Thank you so much! This is exactly the info I needed.
Oh, awesome! So glad it helped! Thanks for watching :)
How to retrieve translated picklist values in the flow?
The model shouldn't train humans. Humans should train the model.
🤩 "Promosm"
🎯 Key Takeaways for quick navigation: 00:09 🚀 *Dennis Baker's Salesforce Journey* - Dennis discovered Salesforce through a podcast, choose fi, during a career transition as a high school teacher. - Despite initial hesitation, he started his Salesforce journey in November 2021, completed Trailhead in a month, and obtained certification in January 2022. - Dennis transitioned from a high school teacher to a Salesforce Business Analyst in just three months, emphasizing the importance of community support and finding the right company. 03:46 🌐 *Favorite Salesforce Resources* - Trailhead is the foundational resource for learning Salesforce concepts and skills. - Talent Stacker and Twitter (Ohana) played crucial roles in connecting with the community and gaining insights into others' journeys. - The collaborative and supportive atmosphere on Slack and community message boards further enriched Dennis's learning experience. 06:39 🔄 *The Importance of Continuous Learning* - Dennis highlights the significance of Salesforce Flow as an underrated product and a valuable skill for process building. - Expresses the idea that Salesforce's dynamic nature, with three releases a year, encourages continuous learning for all professionals. - Stresses the community's supportive nature, where everyone is always learning, fostering a positive environment for growth. 07:33 🔮 *Predicting the Future of Salesforce* - Reflects on the challenge of predicting Salesforce's future, comparing it to the unpredictability of technological advancements. - Emphasizes the core focus on customer connection and envisions Salesforce's evolution as a company serving people better. - Acknowledges the perpetual innovation within Salesforce and the transformative impact on various industries. 10:51 🎙️ *Non-Salesforce Passion: Personal Finance and Influencers* - Dennis shares his passion for personal finance, recommending the "ChooseFI" podcast. - Expresses admiration for influencers like Gary Vee and Seth Godin, emphasizing the importance of connecting with passionate people in diverse fields. - Highlights the power of affinity groups, even outside the Salesforce community, in creating meaningful connections and shared experiences. Made with HARPA AI
Great video, thank you! Love the step by step, very helpful.🙂
Thank you so much for watching - and the feedback! We're always trying to be helpful! :)
Yen ludum pothinarudam kettukkollunkal?
Dear unmayai chollhireerhala.
THANK YOU! Great video!
Thanks for watching!
At about 1:40 it should be the Field Definition, not the Entity Definition.
Hi there - I've followed this great example and for some reason, am getting an error in the Get Records: Field Definition step, as follows: Find all FieldDefinition records where QualifiedApiName Equals Days_Payment_Due_in_Advance__c AND EntityDefinitionId Equals {!Entity_Definition.Id} (000000000000000AAA) Store the values of these fields in Field_Definition: Id Result Info Failed to find records. The Object is Account, but the picklist is a custom field so I fee like it's not related to being a managed field. Any advice is greatly appreciated!
Hi @BarryLambert12981. Here are a few things you might try: 1. Ensure your qualifiedApiName is spelled correctly 2. Ensure you have permission to view the custom field 3. Try the query with the tooling API to see if you can retrieve the results. (select id from FieldDefinition where QualifiedApiName = 'Days_Payment_Due_in_Advance__c' and EntityDefinitionId = '000000000000000AAA')
Thank you - I am grateful for your reply. I'll try those suggestions and let you know.@@CheyenneCarpenter
@@CheyenneCarpenterI finally found a solution - for some reason using "Id" when getting the EntityDefinitionId was the failure point - I needed to use DurableID - using that in both steps fixed the issue. Thank you again for the collaboration.
@@BarryLambert12981 thanks for your question and @cheyennecarpenter thanks for the assist! :) Happy Salesforcing!
Hi how can I retrieve it if I don't have any access to my salesforce account since I moved to a different company?
Hi! We recommend you create a support case with Salesforce: help.salesforce.com/s/
Thanks for this video! Do you know how to change the MFA to 1Password if you are already setup with the Salesforce authenticator app?
I'm excited for Ft. Lauderdale in August!
Thanks, Ray! We know it's gonna be an amazing time!
Hi. Can you recommend a place to find more information on what these certs do, how they are used in the org and which type of cert is needed: CA-Signed or Self-Signed? I need to renew a CA-Signed in my org, but I don't have enough information to objectively determine whether to renew it based on our org.
Hello! For this specific use-case, we recommend you directly contact Salesforce via creating a support case: help.salesforce.com/s/
Awesome praise from an awesome person! Life Sciences Dreamin' is shaping up to be a monumental conference for companies/professionals living at the intersection of salestech and martech and the Life Sciences. I can't wait to attend!
We're so excited, too, Sam! See you there :)
When I enable that I still don't have the option to chatter on the dashboard. It brings up the chatter bubbles but its a feed only and all I can do is search a blank feed. Where do I make it so I can actually post?
Go to Setup | Create | Global Actions | Publisher Layouts Edit the Layout Ensure that you have the Chatter Action - "Post" on the Publisher Actions section:
Ey, flow was the first thing that came to my mind.
This is such a well hidden feature....
Thank you very much! I love ti
Thanks for watching, Jorge!
Thank you for having me on!
You're the best, Amy! Soothsayer Amy :)
Wow, that native form builder does sound awesome! 😉
We sure do think it's incredible! :)
the emails goes to spam
Hi Cristian: There certainly are a lot of factors that may result in emails going to spam. This may help: help.salesforce.com/s/articleView?id=000387182&type=1
Malik is an inspiration! Classic Trailblazer!
This is so encouraging that we don't need to be flow experts to implement some automation in the healthcare practice!
Thanks for watching the video, Lory - and thanks for all that you do with Healthcare Heroes Force!
how do i create Validation rule so that user cannot enter Past date in start date and end date
Hello! Send us an email admin@cloudadoption.solutions :)
Great video, thank you! Love the step by step, very helpful.
Joleene - thanks for watching, and thanks even more for the feedback! :)
Thanks for the ohanaslack shout-out! 🤘
Meighan - can you let everyone know how to find/join the ohanaslack, please? TYSM!
Easy to follow tutorial! Thank you! Two questions: 1. For expired sandbox CA-signed certificates for Communities / Experience Sites, would replacing with a Self-Signed certificate suffice? 2. What is the expectation if the certificate expires particularly if is for a sandbox Community/ Experience Site? Will admins no longer be able to log in?
Self-signed certificates are commonly used for Single Sign-On settings (in 'Request Signing Certificate' or 'Assertion Decryption Certificate' field) or callouts to external sites (for client authentication). A certificate authority-signed (CA-signed) certificate is then used to prove that your org’s data communications are genuine. If you receive this notification, open the mentioned organization and go to Setup | Security | Certificate and Key Management. Here you should see the certificate which matches the name provided in the notification. Depending on your situation, the expired certificate must be replaced in the following places to be able to resolve the issue: 1 Single Sign On - You could be using the certificate as the "Request Signing Certificate" for an SSO setting. Review Replace an expired certificate in Single Sign-On settings . 2 Connected Apps - You could be using the expiring certificate in an App configuration, such as for SSO (OAuth) set up through the App. Here is an example . 3 Identity Provider - This feature was enabled by default in many organization , causing automatic creation of a self-signed certificate. This is because when it is enabled, it requires a certificate to be set in the settings. If you are not using this feature, you could choose to deactivate the feature to avoid needing to keep an up-to-date certificate in place in the settings. -TL;DR if you’re not using SSO or an Identity provider, the cert isn’t really doing anything. Replacing with a self-signed cert will stop the expiration warning emails. If you’re using SSO and the cert expires and you don’t have an admin account that bypasses SSO, you will not be able to login
Thank you!
Thanks for watching!
Hi @Cloud Adoption Solutions, I have a certificate which is expired. I have the org id and no longer work for that company so I don't have access to it. So how do I proceed with certificate renewal?
Hi Ritu! Thanks for checking out this video! We recommend that you contact that company's IT department to let them know.
Excellent. The related questions I have is "what is the downside of leaving it expired?" Or just deleting it? Assuming I don't have SSO, don't use an external service provider other than SF, and I don't have apex code that communicates with external servers.
Hi Steven - thanks for watching the video! If you're not using SSO/external service/APEX code, you'll get emailed every day until it expires, but otherwise nothing else will happen. Here's a good help doc: help.salesforce.com/s/articleView?id=000329338&type=1
It keeps on loading and not working at all. How to get this resolved? Any idea would be helpful.
Hi Shobit! It's likely in your internet connection or browser; can you try to refresh Chrome?
Exactly gave me what I wanted within 2-3 mins!! Nice video!
Thanks so much for the feedback! :)
How can you send to multiple recipients?
Hi Daniela: this video shows how to send to multiple recipients: ua-cam.com/video/S5NHx_qxVes/v-deo.html
Do you have a link to the "send better email" package? I cant find it
FINALLY I am able to resolve my expired certificate! Thanks so much for the video.
Glad it helped, Kathryn! Thanks for letting us know it did :)
any idea how to add link to access new record/value/button inside the richtext component?
Hi Sathish: Within the Rich Text component configuration screen, there is the ability to “Link Url”. Here you can add a URL and label it as such.
That’s awesome Dennis, thank you for sharing your story!! Inspiring!!🎉
Mavis, thanks for watching - Dennis is such an amazing human!
Thanks for the praise. We're glad you love our solution.
It's a game changer, for sure!
Thanku soo much
Glad it helped, Nandana!
Nice video Cory. One additional item that helped me is figuring out that you can change the "Don't create an opportunity upon conversion" checkbox to default as true. This option can be found under Lead Settings. For our business it made the most sense for us because the bulk of our qualified Leads were valuable and should be converted, but did not necessarily have an active opportunity at the time.
Very informative! Thank you for sharing.
Thanks for checking it out, Carrick! Merging orgs is a common and tricky challenge!