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.

You save the create a record element which allows you to reference this.

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.

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.

@@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.

@@JustinWills Also thank you for taking the time to respond.

@@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.

@@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.

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.

@@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

@@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.

@@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

@@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)"

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

Glad you enjoyed!

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

@@JustinWills that will be helpful if we get a video demo

Yes that is correct

I'm not sure what you are asking sorry.

@@JustinWills How you created Sync QB button....?

@@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

It is now called parameters. You need to create a parameter, then assign the External Credential Principal Access under the permission set.

@@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

@@jerryraju6293 not sure what links you need but you can follow the write-up for more help: qime.1sync.co/start-here/introduction/

@@JustinWills Let me check it and I will come back if I get any errors. Anyway, thanks for your help Wills

@@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...?

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

Glad you enjoyed!

Glad you enjoyed!

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.

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

What topics are you looking to learn? There are some posts by Pablo Gonzalez that discuss DevOps in Salesforce

@@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 :)

@@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.

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.

@@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!

@@stephenross5786 If you use the links in the pinned comment, you can use the flow prebuilt.

@@stephenross5786 Had the same challenge, solved it by using Save All under File on the VSC.

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.

More to come!

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

The errors are why I moved to GitHub actions to deploy. I have a few tutorials on my current setup.

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

@@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.

@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.

Hi, I just pushed an update that fixes this, please install the latest version. Populating the 'Memo' field will push this information to QB.

@@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?

@@MikeC-sf8vk I am looking to add support for product syncing next. If you make issues on Github I will prioritize that functionality.

Thank you very much@@JustinWills

@@MikeC-sf8vk I just added this functionality. Please check it out! Thanks for suggesting!

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

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.

What part of the setup stage are you running into this? When creating the Auth. Provider the type is QBAuthProvider.

@@JustinWills Yes, while trying to choose this type it is no longer an available option to choose from

@@andrearojas2038 Email me here: [email protected] and I will investigate for you