Cloud Adoption Solutions
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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.
Переглядів: 40

Відео

LinkedIn: Create an Event: CAS Come and See Video
Переглядів 20Місяць тому
LinkedIn: Create an Event: CAS Come and See Video Do you want to create an event using LinkedIn? You may be hosting an in-person event, meeting, or conference, or an online meeting or webinar, and LinkedIn events are a great way to notify people about your event. Join Dr. Shannon Gregg of Cloud Adoption Solutions as she quickly shows you two ways to create an event on LinkedIn! ...and while you...
Share Passwords Securely Using 1Password
Переглядів 422 місяці тому
Share Passwords Securely Using 1Password Don't get caught in a password-sharing security nightmare! Join Chrystalin as she discusses the risks of sharing passwords via email or text, highlighting the potential for data breaches and password hacking. She demonstrates how to use the 1Password Chrome extension to generate and share secure passwords, auto-generating passwords that meet website requ...
Salesforce Summer 2024 New Release Feature Highlights
Переглядів 1602 місяці тому
Salesforce Summer 2024 New Release Feature Highlights Join Malik as he highlights the new features in the Salesforce Summer '24 release. He showcases significant changes coming with the Salesforce 2024 summer release, highlighting five key updates: user access summary, automation center, code custom fields, dynamic forms updates, and field tracking history. He emphasizes the user-friendly featu...
Salesforce as an Open ID Connect Identity Provider: CAS Come and See Video
Переглядів 1472 місяці тому
Salesforce as an Open ID Connect Identity Provider: CAS Come and See Video Did you know that you can use Salesforce as an open ID connect identity provider? You can use a production instance of Salesforce as the identity provider for a sandbox; when you do UAT testing, consistently keeping sandboxes refreshed and trying to get all those users into all those orgs on a regular basis, it becomes a...
Salesforce: Ethically Hacking a Salesforce Digital Experience - Life Sciences Dreamin' webinar
Переглядів 732 місяці тому
Watch our highly anticipated webinar on "Ethically Hacking a Salesforce Digital Experience" and gain invaluable insights on how to protect your data and customers. Matt Meyers of EZ Protect, and author of "Securing Salesforce Digital Experiences," will demonstrate real-world scenarios where people exploit vulnerabilities in Salesforce digital experiences, showcasing the importance of robust sec...
Salesforce Demo Jam - Life Sciences Dreamin' Webinar Series
Переглядів 453 місяці тому
Watch as these companies dominate the digital arena! Forget slides, ditch the videos, and watch their innovation do the talking! Welcome to the Demo Jam Arena, where tech warriors battle it out The Demo Jam is a game show style, fast-paced competition where each partner is given 3 minutes and ONLY 3 minutes to showcase their product. The rules are simple: 1. No slides (except introductory slide...
Salesforce: Life Sciences Dreamin Panel: Mastering the Mundane...and Beyond
Переглядів 524 місяці тому
Salesforce: Life Sciences Dreamin Panel: Mastering the Mundane...and Beyond Join us for "Mastering the Mundane," a webinar focused on balancing innovation with getting the basics right. We were so excited to get the gang back together again for what is sure to be an insightful (and fun) conversation! Join facilitator Neysha Arcelay with a packed panel J. Cris Salinas, MD (Salesforce), Wendy Cof...
Salesforce Automate Next Steps: CAS Come and See Video
Переглядів 474 місяці тому
Salesforce Automate Next Steps: CAS Come and See Video Join Malik as he shows you how to automate your next steps viewed on your opportunities. Using this flow that he shows you is a great way to make sure you keep a history of the values that were in this next step field by creating them into tasks. And also, it makes sure that you're able to show the most current step that should be taken for...
Salesforce: Life Sciences Dreamin' 2024 Conference Location Announcement!
Переглядів 1575 місяців тому
Salesforce: Life Sciences Dreamin' 2024 Conference Location Announcement! The inaugural and historic 2023 Life Sciences Dreamin' was an incredible 2.5 day conference in Ft. Lauderdale, FL; the first of its' kind, an industry-focused dreamin' event at the intersection of Life Sciences and Salesforce, it was full of innovators and we couldn't wait to do it again! With 3x the capacity, our 2024 lo...
Salesforce: Accelerate Life-Saving Innovation with Document Automation for Experience Cloud
Переглядів 925 місяців тому
Salesforce: Accelerate Life-Saving Innovation with Document Automation for Experience Cloud: Life Sciences Dreamin' webinar series Don't miss out on the session that will revolutionize the way you drive life-saving innovation with document automation for Experience Cloud. Join Paul Burt from S-Docs as we uncover the power of automating document generation and management, enabling you to acceler...
Salesforce Trailblazers We Love: Kathy Waterworth
Переглядів 306 місяців тому
The Salesforce Ohana is truly something special, isn't it? Join us as we introduce you to some of our favorite trailblazers. Today we introduce intuitive and highly knowledgeable Kathy Waterworth, who shares how she got her start in the Salesforce ecosystem, her favorite Salesforce resources, the best-kept Salesforce secret, her Salesforce prediction, and more! Visit Kathy here: www.linkedin.co...
Salesforce: Drive Value without Compromising Security - Life Sciences Dreamin' webinar
Переглядів 446 місяців тому
Salesforce: Drive Value without Compromising Security - Life Sciences Dreamin' webinar In this unmissable session on "Driving Salesforce Value without Compromising Security," you'll discover the secrets to maximizing the potential of Salesforce while ensuring the highest level of data protection. Join Rebecca Gray from Capstorm as she guides you through the best practices and strategies to leve...
Salesforce Trailblazers We Love: Alex Gomez
Переглядів 616 місяців тому
Salesforce Trailblazers We Love: Alex Gomez The Salesforce Ohana is truly something special, isn't it? Join us as we introduce you to some of our favorite trailblazers. Today we introduce well-rounded and platform-oriented Alex Gomez, who shares how he got his start in the Salesforce ecosystem, his favorite Salesforce resources, the best-kept Salesforce secret, his Salesforce prediction, and mo...
Salesforce Mass Download Files from ListView: CAS Come and See Video
Переглядів 5406 місяців тому
Salesforce Mass Download Files from ListView: CAS Come and See Video
Salesforce Trailblazers We Love: Shea Perez
Переглядів 607 місяців тому
Salesforce Trailblazers We Love: Shea Perez
Salesforce Permission Set Changes: CAS Come and See Video
Переглядів 587 місяців тому
Salesforce Permission Set Changes: CAS Come and See Video
Salesforce Trailblazers We Love: Jokonda Millan
Переглядів 257 місяців тому
Salesforce Trailblazers We Love: Jokonda Millan
Salesforce Trailblazers We Love: Lory Tibbetts, RN, BSN
Переглядів 577 місяців тому
Salesforce Trailblazers We Love: Lory Tibbetts, RN, BSN
Salesforce + AI to Drive GTM Strategy and Power Growth in the Life Sciences: S2N Health
Переглядів 1278 місяців тому
Salesforce AI to Drive GTM Strategy and Power Growth in the Life Sciences: S2N Health
Google Slides: Create Themes and Templates, Save Time: CAS Come and See Video
Переглядів 9678 місяців тому
Google Slides: Create Themes and Templates, Save Time: CAS Come and See Video
Salesforce Data Quality and Data Verification in the Life Sciences - the Doctor is in!
Переглядів 1068 місяців тому
Salesforce Data Quality and Data Verification in the Life Sciences - the Doctor is in!
Salesforce Chatter Notifications: CAS Come and See Video
Переглядів 2568 місяців тому
Salesforce Chatter Notifications: CAS Come and See Video
Salesforce Life Sciences Dreamin' 2023 Conference Recap
Переглядів 5529 місяців тому
Salesforce Life Sciences Dreamin' 2023 Conference Recap
Trailer: Turn Resolutions Into Reality for 2024 Webinar with Dionne Mejer
Переглядів 239 місяців тому
Trailer: Turn Resolutions Into Reality for 2024 Webinar with Dionne Mejer
Salesforce: Staying Relevant in a Post-GPT World: AI, Life Sciences Dreamin'
Переглядів 6510 місяців тому
Salesforce: Staying Relevant in a Post-GPT World: AI, Life Sciences Dreamin'
Salesforce: Serialize JSON Object with APEX: CAS Come and See Video
Переглядів 23710 місяців тому
Salesforce: Serialize JSON Object with APEX: CAS Come and See Video
Salesforce: Adding Images In Email Signatures
Переглядів 2,1 тис.11 місяців тому
Salesforce: Adding Images In Email Signatures
Life Sciences Dreamin' Recap Highlights - 2023 Salesforce Conference for Life Sciences Execs
Переглядів 29111 місяців тому
Life Sciences Dreamin' Recap Highlights - 2023 Salesforce Conference for Life Sciences Execs
Salesforce Onboarding Email Flow for Closed Won Opportunities: CAS Come and See Video
Переглядів 31911 місяців тому
Salesforce Onboarding Email Flow for Closed Won Opportunities: CAS Come and See Video

КОМЕНТАРІ

  • @ishitamakeovers
    @ishitamakeovers 2 місяці тому

    Great Info. Thank you

    • @CloudAdoptionSolutions
      @CloudAdoptionSolutions 2 місяці тому

      Thanks for the message! We invite you to subscribe to our channel for more great info :)

  • @ayushprajapati5594
    @ayushprajapati5594 3 місяці тому

    Do you have a link to the "send better email" package? I cant find it

  • @Ozymandias7066
    @Ozymandias7066 3 місяці тому

    The fields I fill from the text collection all have square brackets around them, not sure exactly what's causing that.

  • @DavidWhite-gw8uo
    @DavidWhite-gw8uo 4 місяці тому

    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?

  • @ssp947
    @ssp947 4 місяці тому

    Great video......keep it up

  • @thatneysha
    @thatneysha 4 місяці тому

    That was the most fun I've had talking about digitalization! What a group of brilliant and funny people!!

    • @CloudAdoptionSolutions
      @CloudAdoptionSolutions 4 місяці тому

      Thank you, as always, Neysha, for sharing your wonderful talents with us all!

  • @mrose42
    @mrose42 5 місяців тому

    Which Android emulator did you use?

    • @CloudAdoptionSolutions
      @CloudAdoptionSolutions 5 місяців тому

      Thanks for watching our video! It's the Android emulator from the Android Studio developer.android.com/studio/run/emulator

  • @user-ut9fo6mp3j
    @user-ut9fo6mp3j 6 місяців тому

    Thank you so much! This is exactly the info I needed.

  • @sayanroychowdhury3325
    @sayanroychowdhury3325 6 місяців тому

    How to retrieve translated picklist values in the flow?

  • @ijuhi
    @ijuhi 7 місяців тому

    The model shouldn't train humans. Humans should train the model.

  • @cgclyde9040
    @cgclyde9040 8 місяців тому

    🤩 "Promosm"

  • @SalesforceLory
    @SalesforceLory 8 місяців тому

    🎯 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

  • @mr.aristocrat6803
    @mr.aristocrat6803 9 місяців тому

    Great video, thank you! Love the step by step, very helpful.🙂

    • @CloudAdoptionSolutions
      @CloudAdoptionSolutions 9 місяців тому

      Thank you so much for watching - and the feedback! We're always trying to be helpful! :)

  • @user-tk8vq9zc6e
    @user-tk8vq9zc6e 9 місяців тому

    Yen ludum pothinarudam kettukkollunkal?

  • @user-tk8vq9zc6e
    @user-tk8vq9zc6e 9 місяців тому

    Dear unmayai chollhireerhala.

  • @citizenca
    @citizenca 9 місяців тому

    THANK YOU! Great video!

  • @CoenRem
    @CoenRem 9 місяців тому

    At about 1:40 it should be the Field Definition, not the Entity Definition.

  • @BarryLambert12981
    @BarryLambert12981 10 місяців тому

    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!

    • @CheyenneCarpenter
      @CheyenneCarpenter 10 місяців тому

      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')

    • @BarryLambert12981
      @BarryLambert12981 10 місяців тому

      Thank you - I am grateful for your reply. I'll try those suggestions and let you know.@@CheyenneCarpenter

    • @BarryLambert12981
      @BarryLambert12981 10 місяців тому

      @@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.

    • @CloudAdoptionSolutions
      @CloudAdoptionSolutions 10 місяців тому

      @@BarryLambert12981 thanks for your question and @cheyennecarpenter thanks for the assist! :) Happy Salesforcing!

  • @peachyyy7503
    @peachyyy7503 11 місяців тому

    Hi how can I retrieve it if I don't have any access to my salesforce account since I moved to a different company?

    • @CloudAdoptionSolutions
      @CloudAdoptionSolutions 11 місяців тому

      Hi! We recommend you create a support case with Salesforce: help.salesforce.com/s/

  • @user-tu4xv2dt9q
    @user-tu4xv2dt9q Рік тому

    Thanks for this video! Do you know how to change the MFA to 1Password if you are already setup with the Salesforce authenticator app?

  • @Rayraylv74
    @Rayraylv74 Рік тому

    I'm excited for Ft. Lauderdale in August!

  • @user-ub2wy4ir2t
    @user-ub2wy4ir2t Рік тому

    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.

    • @CloudAdoptionSolutions
      @CloudAdoptionSolutions 11 місяців тому

      Hello! For this specific use-case, we recommend you directly contact Salesforce via creating a support case: help.salesforce.com/s/

  • @SteeleCAS412
    @SteeleCAS412 Рік тому

    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!

  • @katiekohler6941
    @katiekohler6941 Рік тому

    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?

    • @priya80294
      @priya80294 Рік тому

      Go to Setup | Create | Global Actions | Publisher Layouts Edit the Layout Ensure that you have the Chatter Action - "Post" on the Publisher Actions section:

  • @freddyperla7944
    @freddyperla7944 Рік тому

    Ey, flow was the first thing that came to my mind.

  • @GeorgeJewitt
    @GeorgeJewitt Рік тому

    This is such a well hidden feature....

  • @jsanzgo
    @jsanzgo Рік тому

    Thank you very much! I love ti

  • @amyoplingersingh4596
    @amyoplingersingh4596 Рік тому

    Thank you for having me on!

  • @FormStack
    @FormStack Рік тому

    Wow, that native form builder does sound awesome! 😉

  • @cristianfonseca9404
    @cristianfonseca9404 Рік тому

    the emails goes to spam

    • @CloudAdoptionSolutions
      @CloudAdoptionSolutions Рік тому

      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

  • @SteeleCAS412
    @SteeleCAS412 Рік тому

    Malik is an inspiration! Classic Trailblazer!

  • @SalesforceLory
    @SalesforceLory Рік тому

    This is so encouraging that we don't need to be flow experts to implement some automation in the healthcare practice!

    • @CloudAdoptionSolutions
      @CloudAdoptionSolutions Рік тому

      Thanks for watching the video, Lory - and thanks for all that you do with Healthcare Heroes Force!

  • @sani2205
    @sani2205 Рік тому

    how do i create Validation rule so that user cannot enter Past date in start date and end date

  • @joleenea5766
    @joleenea5766 Рік тому

    Great video, thank you! Love the step by step, very helpful.

  • @meighanrockssf
    @meighanrockssf Рік тому

    Thanks for the ohanaslack shout-out! 🤘

    • @CloudAdoptionSolutions
      @CloudAdoptionSolutions Рік тому

      Meighan - can you let everyone know how to find/join the ohanaslack, please? TYSM!

  • @dellaleahy9604
    @dellaleahy9604 Рік тому

    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?

    • @CloudAdoptionSolutions
      @CloudAdoptionSolutions Рік тому

      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

  • @jiyaadnaeem4802
    @jiyaadnaeem4802 Рік тому

    Thank you!

  • @rituyadav757
    @rituyadav757 Рік тому

    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?

    • @CloudAdoptionSolutions
      @CloudAdoptionSolutions Рік тому

      Hi Ritu! Thanks for checking out this video! We recommend that you contact that company's IT department to let them know.

  • @stevenhoughtalen9509
    @stevenhoughtalen9509 Рік тому

    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.

    • @CloudAdoptionSolutions
      @CloudAdoptionSolutions Рік тому

      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

  • @styleczech
    @styleczech 2 роки тому

    It keeps on loading and not working at all. How to get this resolved? Any idea would be helpful.

    • @CloudAdoptionSolutions
      @CloudAdoptionSolutions 2 роки тому

      Hi Shobit! It's likely in your internet connection or browser; can you try to refresh Chrome?

  • @channelu6537
    @channelu6537 2 роки тому

    Exactly gave me what I wanted within 2-3 mins!! Nice video!

  • @danielalevin4969
    @danielalevin4969 2 роки тому

    How can you send to multiple recipients?

    • @CloudAdoptionSolutions
      @CloudAdoptionSolutions 2 роки тому

      Hi Daniela: this video shows how to send to multiple recipients: ua-cam.com/video/S5NHx_qxVes/v-deo.html

  • @edunzerrc
    @edunzerrc 2 роки тому

    Do you have a link to the "send better email" package? I cant find it

  • @kathryncantwell9328
    @kathryncantwell9328 2 роки тому

    FINALLY I am able to resolve my expired certificate! Thanks so much for the video.

  • @sathishkumarravi697
    @sathishkumarravi697 2 роки тому

    any idea how to add link to access new record/value/button inside the richtext component?

    • @CloudAdoptionSolutions
      @CloudAdoptionSolutions 2 роки тому

      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.

  • @mavisbecker9191
    @mavisbecker9191 2 роки тому

    That’s awesome Dennis, thank you for sharing your story!! Inspiring!!🎉

  • @confirmedapp
    @confirmedapp 2 роки тому

    Thanks for the praise. We're glad you love our solution.

  • @nandanasir677
    @nandanasir677 2 роки тому

    Thanku soo much

  • @craigrowland1931
    @craigrowland1931 2 роки тому

    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.

  • @harpcarrick
    @harpcarrick 3 роки тому

    Very informative! Thank you for sharing.

    • @CloudAdoptionSolutions
      @CloudAdoptionSolutions 3 роки тому

      Thanks for checking it out, Carrick! Merging orgs is a common and tricky challenge!