So this is my first 'request' video, which looks to answer a use case for one of our community subscribers called 'AS'. Comment and let me know if you know of some other/better ways to achieve this use case - we all can learn from each other! xxx
I have another solution: create a field and make a flow to assign a number to it every time the stage closes as a winner, and send the voucher only when the field is assigned the numbers: 3,6,9,12, etc.
Amazing videos Adam! I thought about another way to resolve this by creating a roll-up summary field on account object to count number of related opportunities that are 'closed won', a formula field that divide the count by 3 and return the result and then create a record triggered flow on account by setting as condition that the formula field should be equal to 0. Note: the remainder of all multiple of 3 by 3 is and will always be 0. I think this should bring efficiency and optimization, I'd love your feedback on this approach. Thanks
Sem problemas! Muito obrigado! I'm actually half Portuguese (my mother is from Madeira and have family in Brazil) - greetings from the UK. Hope the content helps in your Salesforce journey. Ate logo ;)
I really enjoyed this video's more advanced use case. It incorporates a couple of different elements and variable types I've never used before. It was also helpful to hear you explain in your own words how the different flow elements work to reinforce things I already knew. Thank you for taking the time to make these!
There is an operator in coding called modulo and it looks like the % sign. It returns the remainder of a division equation. For example, 12 / 3 =4 and 12 % 3 = 0, because the remainder is 0. Not sure if it exists in salesforce, but this would be a perfect use case.
Hi Levi. Great question. To be honest I don' think it does but might be a similar function in the formula functions? Although I don' thtink there - help.salesforce.com/s/articleView?id=sf.customize_functions.htm&type=5
Haha! Thank you for the kind words. Glad it was useful. Do let me know if you have any questions or areas you struggle on for me to do a video on in the future. :)
Thank you for the Video, this is really helpful to see how we can use a flow for more complex requirements. I find you very easy to follow on your Tutorials.
Curious - could you have done this by creating a custom field on opportunity to hold count of opportunities and the flow would look at that new field every time it updates, if count =3, send voucher, if count = 6, send voucher?
Great Video, but why do you need to count the number of vouchers to use in the decision? Surely the requirement was to assess the number of purchases (as a multiple of 3) and for every multiple of 3 opportunities a) create a new voucher b) send that new voucher to the customer. Because in the case where an account reaches 6 opportunities, the number of vouchers will be already be 1 (from previous hitting 3 opportunities), so your formula will "equal" the number of vouchers (i.e. 1), and won't trigger the creation of a new voucher or send an email.
Hi James - you're correct, there are always different ways to achieve the same goal and that's a more efficient way in that area. Thanks for the comment! :)
Haha no, it's an old English (BBC) kids programme where they would show you how to make something from scraps and then show you "One they made earlier" : www.google.com/search?q=blue+peter+this+is+what+i+made+earlier&oq=blue+peter+this+is+what+i+made+earlier&aqs=chrome..69i57j0i22i30j0i22i30i625j0i22i30.8540j0j9&sourceid=chrome&ie=UTF-8
My initial idea was to just take the count of closed won deals and divide it by 3, then "if whole number, send voucher email", "if decimal, do not". Would there be a way to implement this solution in flows without code? As a newer user, it's difficult to figure out where the line between solutions that need and do not need code is.
Hi there, so for me 'code' is Apex, JavaScript or something like that. I wouldn't consider the logic in a formula field as code. I would recommend to get more practise in using formula fields, there are lots of templates and examples and mostly works like formulas in excel. In my experience formulas are a huge benefit and a key thing to get used to :)
Hi Adam - your videos are a GREAT source of information and help with Flows in particular. I have a use case for cloning records from an object that is the child object of another custom object. And, that other custom object is the child of the Initiating custom object. I know how to clone a record and its related list. So, starting the flow at the initiating object can I get access to and clone the "grandchild" object?
Great question! And to be honest I've never had that use case before and so don't really know the answer. My gut feeling is that it might be possible but not easily. You'd need to store each of the related items (if you need to clone all of them from children to grandchildren) in collection variables, then create new records from those. That's my thought from the 'top of my head'. Again, find the Parent Record ID, then Get Records for the children and store in collection variable, then run a similar process again the each child record (to pull the ID and get records for all the grandchildren). The thing that makes this tricky is the fact that you could end up with a massive amount of records and computation as one parent could have 100 children and each of those could have 100 children,...or more! So my usual recommendation would be to ask the business WHY...what is the real aim here? And by looking at it from a requirements perspective (looking at it functionally or in a process flow) you might find a better way to accomplish the needs rather than blindly developing a really complex process if there could be another way of thinking about it/doing it? Hope that helps :)
Anyone know how to create a flow for users that have not logged into Salesforce for the past 90 days. i need to be able to send them a reminder email other wise their account will be deactivated.
Great Content! I leveraged your video to perform one of our use cases but am encountering an error 'UPDATE RECORDS: Failed to update records whose IDs are in {!UpdateListofCampaignMembers}'. Would you be able to help me troubleshoot this issue? Thanks!
Hi Catherine, apologies for the delay on getting back to you on this. IF you still are having an issue maybe post the exact message from the debug log. Maybe try running in debug mode and see the full text. usually there is a clue in there. :)
Hello! So just out in Summer 23 release will be the ability to do that. Check out the video I did and skip to that bit: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-M2LE2lWFU_c.html
I would like to see ho to loop over 2 collections- eg Object A collection And object B collection. Each Object A record should get assigned to Object B record - ObjectA1- ObjectB1, ObjectA2-ObjectB2 any suggestions will help
Hi there, hmmmm tricky one that one. I'd have to thing about it. The real question that would allow for a solution is...how are the records linked? Is there a specific connection between them all i.e. Record 1 from Object A needs to connect to Record 6 from Object B? Or is there no connection? i.e. Record 1 from object A will connect to a new record on object B. If the latter then it will be easier. Likely you're have to first create the Object A records, then loop through those to create the Object B records, setting the lookup in each B record with the first, then next, etc, Object A record ID in the collection variables.
@@AdamFoyston basically object B should be in sorted order. Like a round robin assignment but here it's not an owner 🙂. Look up association needs to happen. Especially this needs to work when more than 200 records are added.
