Salesforce Summer 22 Top 10 Features!
Вставка
- Опубліковано 26 лип 2024
- Hey Salesforce Friends! 👋
If you found this video useful please subscribe for more videos like this every week!
🗞️ Sign-up to the Part-Time Salesforce Academy newsletter here: www.adamfoyston.com/newsletter
Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make.
May the Salesforce be with you! x
Connect with me on LinkedIn: / adam-foyston-32148954
Timecodes
0:00 - Intro & Overview
0:53 - 1. Custom Address Fields
3:29 - 2. Dynamic Related Lists
8:08 - 3. New Picklist Features
10:38 - 4. Report Type Search
12:11 - 5. Person Accounts
14:07 - 6. Flows in Object Manager
16:06 - 7. New Flow Templates
17:09 - 8. Flow Formula Criteria
17:55 - 9. Workflow Migration GA
20:13 - 10. Permission Set Expiry
22:20 - Bonus: Release Dates
24:13 - Learn More/Outro - Навчання та стиль
Adam, you are an amazing presenter who makes learning about Salesforce so much fun! Thank you so much! Pls, keep the videos coming. :)
You got it! Thanks for engaging.
Super helpful video! 👍🏻
Glad you found it helpful!
Some great updates with this release! Reporting & bulk Picklist features being my favorite. Thanks for sharing!
Cheers for the comments Dan
Excellent video - thanks!
Thank you so much. I'm waiting from you on this
You're welcome 😊
Thanks a lot
Cheers again Kiran
Great video!
Glad you enjoyed it
informative thank you very much
Glad it was helpful!
awesome I liked it
Thank you! Cheers!
Great video, thank you :-), I was wondering are you planning on doing and videos on Salesforce DX? Not sure if anyone else has requested one?
Great suggestion Mel. Unfortunately that's a bit beyond my realm of expertise. If you know about it and want to collab on a short overview video let me know :)
The best way for me to get a question to you Adam. Just watched the first of your videos. Question - do you have anything on subflows? Respectfully, Alan
THanks Alan! Sorry for huge delay (just had a new baby) - nothing on SUbflows yet, but is on the list. I'm tentatively waiting for SF to launch some features to make it all easier to map it all. Something they have done a bit with the Flow Explorer. Best of luck :)
Adam, do you know if there is any formal documentation for new features, etc showing what is changing in salesforce classic only? My company isn't ready to make a transition to lightning yet, and it really does seem like most of the release webinars, etc. are lightning focused.
Hi Olivia, so there is some documentation out there BUT the best way to look at it is that it's a shiny new look to Salesforce, essentially, which is hard for companies that have had Classic for ages to make the change. HOWEVER, SF have (and will continue) to make more features and functionality only in Lightning, so I recommend planning to make a switch for users (which you can do user by user). My recommendation is to look at the users role, how they use SF today and then do a walk-through (yourself) of what that journey looks like in Lightning, and how it's improved with things like better SF tools for sales, etc (e.g. Sales Inspector). Best of luck!
so you can't generate a report of inactive values, only an email ? is the email in a csv or some other format ?
Hello - great question. I believe from memory it's CSV (as with most exports from SF reports). Good thought on the ability to access it via SF reports. Technically, I don't see why not, but I suspect this might not be available to do (as in you won't be able to access that dataset/metadata in the normal Custom Reports). Let me know what you find.
Hi Adam,
Actually, I have a requirement to show the (Due date) of oldest Non-Completed task on Account field..
here oldest due date means account have lots of related task on that all task whose DUEDATE field have oldest value that ualue we have to reflect to our Account detail page..
Thanks for the comment. You might be able to do this two ways. One could be a Flow, where you update the field on the account by looking at your tasks and picking out the oldest one. The other way might be simply by creating a 'Roll-up Summary' field to look at the Tasks and show the Max of the Due Date field. Hope this helps.