My name is Mia Pacey I am a Salesforce Certified Professional, Golden Hoodie Recipient and Sydney Salesforce User Group leader. This channel has short video walkthroughs of Salesforce products. I specialise in Sales Cloud, Salesforce CPQ, and Pardot. I originally created videos for my Salesforce Users internally but I wanted to also give back to the Salesforce Trailblazer Community so created this public channel.
I host the Life With Goldie Podcast which are available on the www.youtube.com/@lifewithgoldiepodcast RU-vid Channel #LifeWithGoldie
I am passionate about helping non-profits streamline their business processes by using Salesforce. Others have called me the “Queen of the Salesforce Campfire” for the awesome walk-throughs I give my users on Salesforce features and functionality.
This was super helpful! Building a Flow to accomplish a similar task - when a contact is marked as Deceased, it updates their affiliations to Former. However, by following your steps, the system is trying to capture and update ALL affiliations, not just the contact that has been updated. What am I missing here?
I was stuck and this unstuck me! After watching your video I was able to setup a flow that sends a series of emails over a three month period. Thank you for sharing and making the community better!!
Thank you! You were the first search result and you nailed it, much appreciated! Let's not mention this should be a element you can add to a page.... :)
I am building my portfolio in Experience Cloud. I tried to add a gif I made on Giphy through HTML and add it as a picture; both ways don't allow me because it says the page is not trusted. How can I change that?
Thank you so much for this video. This was incredibly helpful. My colleague and I watched this whilst setting up a similar flow yesterday and it works perfectly. All I need to learn now is how to add in a path to the same flow for a recurring reminder email!
Question - did I miss somewhere where you chose your html email template to send as the email? I just saw where you sent an email alert to campaign member. Not an actual template email, right? Wondering what that email alert looked like when sent to a campaign member....
Thank you for this very clear video! I like how you also showed off how to create a Task record so that you can keep an entry in the Activity Timeline about this email getting sent.
Is there any way to do date math in these? Or do we always need to add a custom formula field to our records that calculates the days from the date field?
Hi Mia, I have scenario but I do not know how to execute it, could you please help? We used email to case. When customer coming to our first layer agent and issue could not solved by first layer, the agent will update the case with resolution "escalate". We already setup automatic email to send email to customer and informed the case has been handle by next level. Then second layer agent will follow up the escalate case, there is possibility that the escalate case will open more than 4 days (depend on the case). Second layer agent have responsibility to update last escalate case status to customer every days (now still manual). Use case : I want to make schedule triggered flow for second layer to send automatic email everyday at 2PM (configurable) using mail template to update the last status. But I only want the schedule start to run for the escalate case that create before 8AM (configurable). If the escalate case create after 8AM, schedule flow will start to run next day. Example : 1. Escalate case created at 6AM 17/8/22 (by flow it will send automatic email to send email to customer and informed the case has been handle by next level). The schedule flow to update status will run the first time at 2PM 17/8/22. 2. Escalate case created at 10AM 17/8/22 (by flow it will send automatic email to send email to customer and informed the case has been handle by next level). The schedule flow to update status should run the first time at 2PM 18/8/22, because the time frame is too short to give any update to customer. Another question : when we used schedule triggered flow, in schedule frequency the option only Once, Daily, and Weekly. If we want to make the frequency every two days, do we have workaround for that? Thank you so much, hopefully you can help :)
Hi am learning Salesforce right and trying for the job. If you help me with real time use case that would be greatly appreciated. Please also suggest me some volunteer project
Thanks i tried and and is working my question, Is this flow run for all the records available in the opportunity. Bez why debug it show only one record .....
You can copy the email as text on the task description but this won't reflect the merge fields. There are other options to do this that may work for you that may use apex. But that's not my expertise.
@@paceyourself_ I might be wrong, but I think Flow could create a record of the Email Message object. It probably has the same kind of merge field limitations as the Task record creation that you show.
@@paceyourself_ The flow is actually pretty simple, but I spent a lot of time thinking there is no way it could be that simple. It would be nice to see how someone else would do it. I ended up creating a formula field on the object to act as the entry criteria. (It's been 5 days since activity.)
Awesome, do you know what happens for using that picklist in a formula, flow or process builder, do you think the api name would be referenced? Also on Mac vs PC ?
