Yes, if you try to login using the new license in the UI, you will see a notice that the license is for API usage only.
@MJYMedia6 күн бұрын
That variable "QuoteId From Create Quote" appears out of nowhere at 11:18, and it looks like there's a jump in your video at that same time. This is the exact thing that's stumping me. How do you reference the ID of a record that you're creating within the same flow?
@JustinWills5 күн бұрын
You save the create a record element which allows you to reference this.
@SubhamKoner-k4e6 күн бұрын
I am having a scenario like when the sandbox is refreshed, I need an automated process to update all the user name without sending email to the user. Is it possible??
@JustinWills6 күн бұрын
The best way of doing this now is creating a group, adding users to the group (in your case all users), then refresh sandbox. Check out the documentation here: help.salesforce.com/s/articleView?id=sf.data_sandbox_refresh.htm&type=5 I don't believe there is a way of controlling the email being sent, as it is a system process from Salesforce.
@BlakeVulpe8 күн бұрын
Is there a good way to only deploy the components in a specific commit or collection of commits? I know you can set it to take a difference between two orgs to generate what to deploy, but if I have multiple devs moving changes in a shared UAT environment, how can I select just the commits I want and deploy only those changes with a github action?
@JustinWills8 күн бұрын
Depends on what your environment is like. If you want to deploy only partial components you will need to use a tool like sfdx git delta. You can create a staging branch, that moves these branches from UAT to staging, then use the partial commit to deploy to prod. Alternatively, if the changes are very segmented, you can use a package deployment mode.
@BlakeVulpe7 күн бұрын
@@JustinWills Yeah, we're working on moving our code base into unlocked packages but it's a 15 year old org with a huge codebase that wasn't initially built that way. I'm looking into the beta project deploy pipeline commands as they appear to move only the diff. Also of concern is that our full set of test classes take over 24 hours, so we need to make sure we're only running specified tests for the changes being deployed. At the end of the day though, it doesn't appear that there's an out of the box way to simply deploy only what's in 1 (or multiple) commits without building a package.xml that has the exact changes listed.
@BlakeVulpe7 күн бұрын
@@JustinWills Also thank you for taking the time to respond.
@JustinWills7 күн бұрын
@@BlakeVulpe It seems like these commands are a way of interacting with devops center through the cli. I would avoid this route. Obviously migrating 15 years of code is a tall task, but it is the only way of reducing the amount of test classes you are running per deploy. If you want to keep the mono repo style, where all the code lies in one github repo, but packages are still seperated, check out how Nebula Logger has multiple unlocked packages per repo.
@BlakeVulpe7 күн бұрын
@@JustinWills I'm familiar with what it would take to package, I'm just not sure the business is going to fund a rebuild of 22,000,000 characters of Apex Code along with all the other metadata and Vlocity components as well (especially since Vlocity data can't be packaged with metadata). I have a feeling straight CLI isn't going to work for us at this point. I really appreciate you responding.
@CallmeKaram13 күн бұрын
Hey Justin, thanks for the great content, I want to use the create invoice button in the Contacts page layout as I work for a non profit org that does counseling and they store the fees agreed in the contacts section, but I do not see the button there, please please guide me on how to do that, as I want to be able to do it from there
@JustinWills13 күн бұрын
Hi, This is not available in the standard package. You can create a custom button that will create the invoice record using the details from your contact details page.
@CallmeKaram13 күн бұрын
@@JustinWills thanks for your response Justin, I actually realized that I need to get the invoice from the "Event Registrations" object and so I tried to create a custom button in it to create an invoice but I'm not able to do it. I don't want to give up now especially that I've got rest part of the video working, please please guide me here
@JustinWills13 күн бұрын
@@CallmeKaram Based on your comment it is unclear what part you are stuck at. The general process should be: 1. Create a 'Create a record' action or action that invokes a flow to create the invoice record. This action should be created on the target object. In your case "Event Registration" 2. Populate the invoice data with the necessary data. 3. On the invoice record, push to QB.
@CallmeKaram12 күн бұрын
@@JustinWills Thanks so much, I did as you said, created a flow, added as an action, and then when I go to Invoices now and use "Push To QB" It gives me this error, " Cannot create an invoice without a customer id Error is in expression '{!syncQB}' in component <apex:page> in page qime:qbcreateinvoicevf: (qime) An unexpected error has occurred. Your solution provider has been notified. (qime)" Please Please help Justin, I'm at the very end noww, just one step to sync invoices to Quickbook
@CallmeKaram12 күн бұрын
@@JustinWills I also checked the option Create Customer w/ Invoice, Link Customer By Name in QIME Config Edit and now I'm getting the error, " List has no rows for assignment to SObject Error is in expression '{!syncQB}' in component <apex:page> in page qime:qbcreateinvoicevf: (qime) An unexpected error has occurred. Your solution provider has been notified. (qime)"
@muashrafmu338616 күн бұрын
How do you pull 1000 of customers data considering salesforce limits on api calls and shopify limits of 250 records per request?
@JustinWills16 күн бұрын
For the shopify side, you need to use the link in the next header to get the next records. This is the replacement to pagination. On the salesforce side, you can make 100 callouts per transaction. To get around this, you need to use a Queueable to loop through requests. I have a video on how to use async apex: kzbin.info/www/bejne/aorKYWCBqqqJadk
@steventrumble785217 күн бұрын
Another high quality video! Thanks, Justin!
@JustinWills17 күн бұрын
Glad you enjoyed!
@Dharmikmonk19 күн бұрын
i am not able to see apps section in my interface bcoz of which i am not able to to manage private apps
@austinmyerАй бұрын
Do you have any reference to automated pipeline deployment for Unlocked packages
@JustinWillsАй бұрын
This is a good start: github.com/jongpie/NebulaLogger/blob/main/.github/workflows/build.yml I may add this to a video in the future
@austinmyerАй бұрын
@@JustinWills that will be helpful if we get a video demo
@MangeshKadam-s5xАй бұрын
Are you setting the newly generated Callback Url from Auth Provider as the redirect URL in QB setup.
@JustinWillsАй бұрын
Yes that is correct
@jerryraju6293Ай бұрын
How you can created Sync QB ....? of course it was a button, but the sync process how you prepared.
@JustinWillsАй бұрын
I'm not sure what you are asking sorry.
@jerryraju6293Ай бұрын
@@JustinWills How you created Sync QB button....?
@JustinWillsАй бұрын
@@jerryraju6293 Create a controller extension and visualforce page, then inside the object page in setup, go to buttons, links & actions and press new action. The type should be visualforce
@jerryraju6293Ай бұрын
Hi Wills, I am not able to find Permission Set field in Named Credentials. Can you please suggest me how it could be assign.
@JustinWillsАй бұрын
It is now called parameters. You need to create a parameter, then assign the External Credential Principal Access under the permission set.
@jerryraju6293Ай бұрын
@@JustinWills also can you please suggest me, https link's where you get....? I followed all' ur steps, but getting errors, means Salesforce to QB not migrated
@JustinWillsАй бұрын
@@jerryraju6293 not sure what links you need but you can follow the write-up for more help: qime.1sync.co/start-here/introduction/
@jerryraju6293Ай бұрын
@@JustinWills Let me check it and I will come back if I get any errors. Anyway, thanks for your help Wills
@jerryraju6293Ай бұрын
@@JustinWills Sync successfully completed, but unable to see salesforce accounts in QB customer list. may i know the reason why im not able to see those...?
@JustinWillsАй бұрын
Looking for a written guide? Check out the full write-up here: www.1sync.co/bubble-salesforce-integration
@curtkАй бұрын
Just got a follow. Great overview and somethings I need to explore.
@aditichavan9197Ай бұрын
Nicely explained on the wired method to datatable. I am stuck to display the DOB which is of Date format, I tried to use "text" and "date" in the type attribute of column { label: 'Date of Birth', fieldName: 'DOB', type: 'text' }, not showing on the screen. Can you please help Thanks in advance
@JustinWillsАй бұрын
It seems like your field name is incorrect. If you are using the standard field on the contact, the field Name is `Birthdate`, and if you are using a custom field, ensure you are using the API field name from setup
@amaranand6405Ай бұрын
Thanks for making this video. I will also try this.
@JustinWillsАй бұрын
Glad you enjoyed!
@Davisonberg2 ай бұрын
Great video, thanks!!
@VishnuKumar-kt2er2 ай бұрын
Nice explanation and helpful...Many thanks for this 😊
@JustinWills2 ай бұрын
Glad you enjoyed!
@CRMCapitoleEnergie2 ай бұрын
Hello, great video. Do you know how can I add the custom buttom to a autolaunched flow so I can Add it to the new Action Button in another screen flow ? What I want to do is : Create a record via a screen flow and within the same screen, allow users to create a document via the new Action Button (via a subflow). I know this is a new feature, but maybe you have a workaround. Thanks
@JustinWills2 ай бұрын
If you can use a screen flow to make the conga callout, then you can use the first page to create the record, then the second page to make the callout, passing in the record id of the newly created record. I have not worked with screen flows using conga but this would be the approach I would take.
@oyedeable2 ай бұрын
Thank you very much @JustinWills for this excellent tutorial. I was able to solve a very important task I had. Thank you!
@ravi1162 ай бұрын
Thanks for showing the differences. Do you have any recommendations on how to implement retry logic ?
@JustinWills2 ай бұрын
It depends on what you are doing, and why the job failed. This framework is a good starting point: github.com/jantaks/salesforce-apex-retry
@shaunvanhuyssteen79663 ай бұрын
Heya Justin, Awesome content thanks man! Do you have any resources that you would recommend for learning more about practical Salesforce DevOps like this? I would love to learn more.
@JustinWills3 ай бұрын
What topics are you looking to learn? There are some posts by Pablo Gonzalez that discuss DevOps in Salesforce
@shaunvanhuyssteen79662 ай бұрын
@@JustinWills Sorry about the super late reply! I got caught up in life :) I am basically an intermediate Salesforce developer and I am looking to become a proper senior but I do not really have a senior for guidance so I am fumbling about trying to learn what I can and one of the weak points I have is dev ops. For instance, If we need to do deployments in a customers org pipeline and they have only used change sets, but change sets do not really suit our needs for complex Metadata deployments, what are good options to go for? How would I do the same deployments using SFDX? What would be a good way to manage the deployments and track the changes without something like Copado or Gearset? What are the best practices in these kind of situations :)
@JustinWills2 ай бұрын
@@shaunvanhuyssteen7966 Are you working at a consultancy or an ISV? In general, I manage the pipeline for all my customers. Keep in mind that you need contract language in place to do this. From there, I use the pipeline I outline in the video, so VS Code for writing code, Github + Github Actions for storing and moving environments. If you are working with standard metadata like Apex Classes and LWC, this video should cover everything. If you are working with communities / experience cloud you will need to read the metadata api documentation to understand what metadata to deploy. If you are working with something like Conga and/or CPQ, you will need to use a tool like SFDMU to move the records between environments. I am working on some videos for each of these tools. Happy to learn more about your needs. Use the link in the description to get in touch and we can chat further.
@stephenross57863 ай бұрын
This is wonderful!! I am slightly stuck though and not sure what to do now. I followed the tutorial well, and am NOT a programmer at all so luckily got VSCode installed properly and deployed the LWC, but then in the end trying to add it to the End Screen element doesn't work because I do not see it in the Custom section of my components. I'm confused because I thought I followed everything correctly but must have missed something. Help?
@JustinWills3 ай бұрын
I would check to confirm that the xml for the LWC is configured correctly. This is how the visibility is controlled. I would also refresh the flow builder, because the component will not show otherwise.
@stephenross57863 ай бұрын
@@JustinWills From what I can tell, the XML is correct because I copied it over and I've refreshed the flow builder a few times. I'm stumped!
@JustinWills3 ай бұрын
@@stephenross5786 If you use the links in the pinned comment, you can use the flow prebuilt.
@oyedeable2 ай бұрын
@@stephenross5786 Had the same challenge, solved it by using Save All under File on the VSC.
@rohitjaiswal50653 ай бұрын
Great content....can you please let us know how can we deploy this changes to higher orgs like UAT sandbox or production using package.xml
@JustinWills3 ай бұрын
Unfortunately this is not possible with package.xml / sf cli. This is because the template data / config data (queries, templates, solutions) are all stored as Salesforce records. You can use the SFDMU tool to push records: github.com/forcedotcom/SFDX-Data-Move-Utility I am working on a tutorial that will discuss how to push conga and cpq records using this, but the scripts need more work before they are ready for a YT video.
@shaunvanhuyssteen79663 ай бұрын
Great video man!
@jorgecarlosvaldespuig33663 ай бұрын
Awesome content! As a salesforce dev I enjoy this short videos a lot. Great job! 👏
@JustinWills3 ай бұрын
More to come!
@vinayaksharma36663 ай бұрын
great job
@JustinWills3 ай бұрын
Check out the following resources: - Starter Templates: documentation.conga.com/composer/latest/salesforce/conga-template-library-for-composer-release-8-235409609.html - Composer Documentation: documentation.conga.com/composer/latest/salesforce/conga-composer-193694433.html
@phabove74 ай бұрын
You are too underrated bro. Great video.
@fakebizPrez4 ай бұрын
Does invoice have to be created from an Opportunity or could I modify it to be created from a Custom Object?
@JustinWills4 ай бұрын
The default automation creates the invoice from the opportunity. It is not required to relate an opportunity to the invoice object so you can build your own automation to create the invoice object
@biswajitsamantaray31174 ай бұрын
Definitely Correct. Because of those annoying errors I stopped using DevOps center. It was very annoying. Why was there so much hype about it amidst these errors.
@JustinWills4 ай бұрын
The errors are why I moved to GitHub actions to deploy. I have a few tutorials on my current setup.
@StickyGeko4 ай бұрын
Are they still an issue? I've joined a company and looking to implement a move away from change sets. Sf devops centre was one to look at alongside the paid options
@JustinWills4 ай бұрын
@@StickyGeko I have not seen major improvement but I haven't looked deeply into using it. If you want a free option I would recommend github actions.
@StickyGeko4 ай бұрын
@JustinWills I like the idea of a managed one so you don't have to babysit it and worry about the sf updates and maintenance. There's budget there for us but just need cover all bases off.
@JustinWills4 ай бұрын
Check out the Github repo here: github.com/jongpie/NebulaLogger
@cinsity19945 ай бұрын
Hi Justin, thank you. How do you get the Memo across? e.g. if you want to put the Opportunity ID on the Memo in QB? I tried to just fill it in on the invoice but it isn't syncing to the QB side. Maybe I am misunderstanding how to map the other Invoice fields (in SF) to QB fields?
@JustinWills5 ай бұрын
Hi, I just pushed an update that fixes this, please install the latest version. Populating the 'Memo' field will push this information to QB.
@MikeC-sf8vk5 ай бұрын
@@JustinWills Hey justin, thanks so much. I'll look into this. On the Product side - are there any plans to include Inventory Price and/or Quantity On Hand from Quickbooks to sync to Salesforce?
@JustinWills5 ай бұрын
@@MikeC-sf8vk I am looking to add support for product syncing next. If you make issues on Github I will prioritize that functionality.
@MikeC-sf8vk4 ай бұрын
Thank you very much@@JustinWills
@JustinWills4 ай бұрын
@@MikeC-sf8vk I just added this functionality. Please check it out! Thanks for suggesting!
@jananipriya37696 ай бұрын
Hi Justin, Thank you for this video. I have implemented something similar to this in our org. But now it looks like the standard functionality is not syncing like before. Do we need to include the standard fields as well into this triggerhandler class?
@SunilKumar-dh1mb6 ай бұрын
Hi @JustinWills, while cloning if i use all values from record instead of separate values the clone not working, what is the alternate option instead to copy each field?
@caiocesardealvarengaprado57996 ай бұрын
Hi Justin, did you know a way to send through flow email for more than 5 receivers without using email alert? Asking because I need this to be dynamic, so email alert didn't work for me
@JustinWills6 ай бұрын
You probably need to use an invocable apex method that calls the SingleEmailMessage class. This allows up to 150 email to addresses. developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_classes_email_outbound_single.htm#apex_Messaging_SingleEmailMessage_setToAddresses
@AlejandroGonzalez-np4sq6 ай бұрын
Hey, great tutorial, do you know if it is possible to call the API passing the conga solution ID? I would like to store all the queries, template, etc in the solution and just pass that from my Apex HTTP call
@andrewmendonsa89627 ай бұрын
I was wondering if there is a way to go deeper on the product ID. I see that you can set the default, but what would I do if I wanted to be able to select a different service for the invoice instead of the default concrete. Is there a similar way to sync the service items like you did for the terms? I also am getting "null null" on the shipping and billing address on the quickbook's invoice. Is this because there are multiple fields for the address in Salesforce, and just one field for it in quickbooks?
@user-nd9yl7zu3k7 ай бұрын
This is beautiful, man. Well done. I actually built this thing out as you suggested but then realized the managed package is a much more robust version.
@user-ep2pr6yd5t7 ай бұрын
very simple on the Quote Line Item connections - thank you!
@countryboy_717 ай бұрын
Hi Justin...thank you for actually putting this video together fur us. I just wanted to reach out and get your opinion on whether you thought this was a viable solution to export nearly 10 years worth of detailed records...essentially moving 'everything' from QB online to Odoo. Also, realistically, what kind of cost could I really expect Postman to cost me to do that?
@user-ux7yc5ym7z7 ай бұрын
Great work greatly appreciated.
@user-ux7yc5ym7z7 ай бұрын
Greatly appreciated!
@andrewmendonsa89627 ай бұрын
Thank you very much for this content. I have a question at 15:45. If only one company can be connected to a quickbooks account, what is the workaround for testing this in sandbox environment then moving it into production?
@JustinWills7 ай бұрын
Yes good question! When you have two qbo accounts, where one is a sandbox qbo account and one is a production qbo account, then you can test as you would expect in your sandbox/prod environments in Salesforce. This is because the routing to the correct QBO environment is done through the QB app's client / secret. If you have multiple production QB accounts under the same email, you would either need to create a different user to authenticate the integration to, or change the email associated with that production account.
@manasadharmendran8 ай бұрын
Can we use custom setting instead of metadata?
@user-pz5lc8bp1p8 ай бұрын
For those reading the document online (and watching this video), this needs do this instead of what is written creating the external named credential: 1. The name should be "QB_External_Credential" not "QB External Credential" 2. The "Authentication Provider" should be 'QB Auth Provider' instead of 'QBAuthProvider', which matches the name we gave the Auth. Provider 3. "Permission Set Mapping" is no more. It has been replaced with "Principals" a. Create a principal b. Authenticate c. Open the permission set d. Assign the principal to the permission set e. Save
@andrearojas20388 ай бұрын
the QB_Auth_Provider type is no longer available
@JustinWills8 ай бұрын
What part of the setup stage are you running into this? When creating the Auth. Provider the type is QBAuthProvider.
@andrearojas20388 ай бұрын
@@JustinWills Yes, while trying to choose this type it is no longer an available option to choose from
@JustinWills8 ай бұрын
@@andrearojas2038 Email me here: [email protected] and I will investigate for you
@nazim96398 ай бұрын
hello bro, im stuck i want to clone accounts and their related contacts, cases and opportunities but i dont know how to manage teh decisions because the flow becomes very big cause i have to check if i should clone each one after each outcome of decision, can you help me with that?