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I am trying to become a better Salesforce Analyst with YOU together :)!

Short, clear videos designed to help admins, developers, and business users get the most out of the application and tools that make their day-to-day operations easier.
Комментарии
@AmarKumar-of8hn
@AmarKumar-of8hn 3 месяца назад
Thanks for sharing your knowledge, could you share an example of Analytical Thinking? Thanks
@GDSPSalesforce
@GDSPSalesforce 5 месяцев назад
TYSM!
@GDSPSalesforce
@GDSPSalesforce 5 месяцев назад
Hi, Can you share an example of analytical thinking?
@MillanSendelbach
@MillanSendelbach 5 месяцев назад
Can i ask you a specific question touching on this subject on some platform where i can send screenshots of my flow?
@SalesforceHacks
@SalesforceHacks 4 месяца назад
Please send your screenshots to ssmarttrails@gmail.com
@SalesforceHacks
@SalesforceHacks 4 месяца назад
Apologies for the delay. I was out of town.
@deepakkonjety9643
@deepakkonjety9643 6 месяцев назад
Video is simple and helpful, Thank you
@SalesforceHacks
@SalesforceHacks 6 месяцев назад
Glad it was helpful!
@lakshmireddyyandapalle8949
@lakshmireddyyandapalle8949 6 месяцев назад
Awesome session 🎉
@SalesforceHacks
@SalesforceHacks 6 месяцев назад
Glad you enjoyed
@Channyg4lyfe
@Channyg4lyfe 6 месяцев назад
How do you go about copying a related list record from one object to another?
@ektaarora9812
@ektaarora9812 7 месяцев назад
Thanks for sharing
@SalesforceHacks
@SalesforceHacks 7 месяцев назад
You’re welcome!
@patriciaboyce8143
@patriciaboyce8143 7 месяцев назад
so good. I want the repeater to just add the issues (in my case, deliverables) to the page, not a related list. Do you know how to make this happen?
@SalesforceHacks
@SalesforceHacks 7 месяцев назад
You can do that. While you’re assigning values to the new record (deliverables), you can ignore setting the related record value.
@MGYTCommenter
@MGYTCommenter 7 месяцев назад
This is great for an object that has a few fields on it, but what if I need to clone a record on an object that has over 400+ fields on it?
@SalesforceHacks
@SalesforceHacks 7 месяцев назад
Sorry buddy! It's going to be a nightmare. I do see there is an open idea for this request. Please upvote it, and let's wait for Salesforce to complete it. ideas.salesforce.com/s/idea/a0B8W00000Gdlq7UAB/clone-ability-to-control-which-fields-are-cloned
@shashwatjain5294
@shashwatjain5294 9 месяцев назад
Can we remove the ‘task’ ?
@hills9129
@hills9129 Год назад
Very useful! I was stuck when i used the sort order in the Get records element and was wondering why it wasn't working! 🙏
@Nathaniel_Drake
@Nathaniel_Drake Год назад
Your monthly payment calculation is not even close. Needs to be corrected to really be helpful. Good to demonstrate how reactive formulas work. In your final example the loan amount of $200,000 results in a payment of $7,955 which would be $1,050,060.00 over 132 months which is nowhere near a 5.25% interest rate.
@SalesforceHacks
@SalesforceHacks Год назад
Thanks for pointing that out! Maybe I messed up with the formula. But I hope you got the idea of how this reactive screen works.
@khanabunidal
@khanabunidal Год назад
The dynamic URL formula helped me a lot with my implementation. Thank you
@SalesforceHacks
@SalesforceHacks Год назад
Glad to know that it helped!
@aayushagrawal24
@aayushagrawal24 Год назад
ghutka thuk k video banata
@SavithaMore-xg4ny
@SavithaMore-xg4ny Год назад
Please be gentle because nowadays no one shares the knowledge for free...If you can't appreciate the person at least don't demotivate...
@SalesforceHacks
@SalesforceHacks 7 месяцев назад
You know what? I don't even understand what he posted. Thank you!
@gabrielpaez321
@gabrielpaez321 Год назад
Thank you for sharing!
@SalesforceHacks
@SalesforceHacks Год назад
You’re welcome!
@JeffJ0321
@JeffJ0321 Год назад
Very helpful! Please keep creating!
@SalesforceHacks
@SalesforceHacks Год назад
Thank you! Will do!
@oladipoojo6892
@oladipoojo6892 Год назад
This is a very informative and Educative video. Can you please explain how the uploaded file can also be deleted from its related record with flow
@ivorjenkins52
@ivorjenkins52 Год назад
Great thanks
@tomasargarate2384
@tomasargarate2384 Год назад
can i make the same with different child objects on the same flow?
@SalesforceHacks
@SalesforceHacks Год назад
Yes, it should work.
@harshavardhan9620
@harshavardhan9620 Год назад
Thank you so much for this video 🙏
@sangeetaBisht-ry5dp
@sangeetaBisht-ry5dp Год назад
Can you please tell me, what if the contact email field value is null. I have a scenario where I have to send and email to contact when a new case is created of a certain record type. I am trying to use entry condition for this but Case.ContactId.Email != null then it's not send the email as case is getting email field after save. Can you help me with this .
@ugoibe3635
@ugoibe3635 Год назад
How do you answer the question, What did you do in your last project as a Salesforce BA?
@SalesforceHacks
@SalesforceHacks Год назад
Keep it so generic. You need not to give the detailed explanation for this question. Just keep it something simple like this, I am working as business analyst in my current project. I am responsible for gathering requirements from the business, prototyping and demoing, creating test scripts and coordinating everyone to complete the UAT and finally deploying it in Production. I am also responsible for evaluating any new functionalities introduced by Salesforce to see if we can leverage to any of our existing use cases.
@cathym9803
@cathym9803 Год назад
Thank you!! Excellent content.
@SalesforceHacks
@SalesforceHacks Год назад
Thank you
@PortiaDeFreest-uz7fz
@PortiaDeFreest-uz7fz Год назад
Do you know how to create a Screen Flow that is time based? I need to display an internal privacy policy every 14 days. Is this possible?
@TheGekko64
@TheGekko64 Год назад
Great video. Thank you! If I don't mind cloning all of the fields on the original record, could I skip the Assignment and go straight to Create Cloned Record?
@harmeetsandhu8238
@harmeetsandhu8238 Год назад
Same for formula field tracking history?
@hrushikeshdhamdarhd5664
@hrushikeshdhamdarhd5664 Год назад
I am trying same but not working for all the records..it only triggered on one record
@sunilsubramaniam8221
@sunilsubramaniam8221 Год назад
in case i cant find the activity tab so i tried same in account iam getting the mail but not getting the email notification in activity timeline what can be done ?
@imechavez6336
@imechavez6336 2 года назад
Great... thank you... is it possible to add attachments? thank you very much!
@DilbotPlays2014
@DilbotPlays2014 2 года назад
Hi, great video. Is there a way to automatically input the email address from the record that the button has been placed on? For example, we have a Customer Contact on the Opportunity. The Send Email button is on the Opportunity, and I would like this to auto-populate in the email to the field. Many thanks
@oazedlium2985
@oazedlium2985 2 года назад
Hi Holly, Did you sort it out?
@grimreaper_650
@grimreaper_650 2 года назад
How to add cc & bcc in send action element
@shivakumarreddyp8764
@shivakumarreddyp8764 2 года назад
How can add users to CC here
@manumittal6369
@manumittal6369 2 года назад
thank you for this buddy
@harshitupadhyay4850
@harshitupadhyay4850 2 года назад
I have a flow create based on schedule path when there is a session attendance record created and its conference.event end date is equal or greater than today my flow should trigger and will create a task after 2 days of event end date so when i am testing i can see action is getting scheduled in time based workflow also while debug i can see my record is satisfying all the conditions but on the schedule action date, task record is not getting created. Can you help?
@bharatvarma325
@bharatvarma325 2 года назад
Hi sir, your explanation is great I have a requirement where offset number can't be hard-coded and it should be taken from a field in account. can you please lead me here
@shayanchoudhary5429
@shayanchoudhary5429 2 года назад
i want to clone my wall types object products
@amanverma5796
@amanverma5796 2 года назад
Hi Sir! What if we have to send the same notification to a different email address from a set of e-mail address based on some field.
@pratikshapambhar7549
@pratikshapambhar7549 2 года назад
Hello, I did try this schedule flow. but i am not able to send messages on mentioned email address. even trying many times, it is still showing errors. If you could please suggest me a solution, I would be extremely thankful to you.
@SalesforceHacks
@SalesforceHacks 2 года назад
Let me know what error you are getting?
@pratikshapambhar7549
@pratikshapambhar7549 2 года назад
@@SalesforceHacks I am not able send email on mentioned recipient address. It is showing to mention org wide email address in flow. Also, even after enabling rich text formatting, in debug it is showing html text formatting. I even updated org wide email address as "No reply default address" Still it is asking to mention system admin email address in org wide address and process automation. I am now getting totally confused what to do and how to do..?? If you could please, please help me with some solutions or hints., Would be extremely grateful.
@pratikshapambhar7549
@pratikshapambhar7549 2 года назад
It is showing warning as:- Automated Process user's email add isn't valid, this flow can't send emails for actions or errors. On the process automation settings, the Automated Process User Email address must specify an org-wide email add for the system admin profile."
@SalesforceHacks
@SalesforceHacks 2 года назад
Can you send me the screenshot of your email action element from your flow? Ssmarttrails@gmail.com
@pratikshapambhar7549
@pratikshapambhar7549 2 года назад
@@SalesforceHacks yes, I will surely send.
@zubairahmad6748
@zubairahmad6748 2 года назад
100 $ vouchers SFEMEACERTDAYS052020LKI34 this is expired pls if possible pls give me for working ...
@davidlockebreaux8064
@davidlockebreaux8064 2 года назад
what would the easiest way be to turn this off after "X" number of emails have been sent? thanks much!
@chandarahul6705
@chandarahul6705 2 года назад
Hi Bro...Do we have any 100$ Retake voucher in 2022?
@feeandteepresents3758
@feeandteepresents3758 2 года назад
Thank you very much! Straight forward and informative. This helped me complete adding my upload file component. Thank you!
@SalesforceHacks
@SalesforceHacks 2 года назад
Thank you!
@wangfeng175
@wangfeng175 2 года назад
Very clear~~ Thank you!
@SalesforceHacks
@SalesforceHacks 2 года назад
You’re welcome!
@DonaldTrump2024-k8i
@DonaldTrump2024-k8i 2 года назад
Bro , thank you so much 🙏 it took one day for me to solve this kind of problem
@SalesforceHacks
@SalesforceHacks 2 года назад
You are welcome!
@amarjeetpuri5311
@amarjeetpuri5311 2 года назад
This is Not work
@SalesforceHacks
@SalesforceHacks 2 года назад
Let me know what's not working. I will be happy to help.
@eswaraiahthirumalakondu8858
@@SalesforceHacks there is a warning
@SalesforceHacks
@SalesforceHacks Год назад
@@eswaraiahthirumalakondu8858 can you post a screenshot?
@corey7647
@corey7647 2 года назад
[̲̅p][̲̅r][̲̅o][̲̅m][̲̅o][̲̅s][̲̅m] 😢
@sumitkumarsourav5286
@sumitkumarsourav5286 2 года назад
Why you are using DML operations inside loop? For larger data it might hit governor limit.
@SalesforceHacks
@SalesforceHacks 2 года назад
You are correct. I have made this video long time ago. Please don’t use the DML inside loop. Thanks!
@raghavendrahugar1990
@raghavendrahugar1990 2 года назад
Why you are using issue clone record at right side and how it will have the issue description, please explain at 14.32
@SalesforceHacks
@SalesforceHacks 2 года назад
Issue_Clone_Values is the variable I have created for the Issue object. It will store the values from the loop, and then I will use the variable to create a cloned record so that it will have the description values from the source.