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Пікірлер
@SalesforceBuilders
@SalesforceBuilders Ай бұрын
Thank you for this!! This finally solved my dilemma with why the "Add to Salesforce" Button disappeared when we moved to Account Sharing rules... Turns out I needed to also create quick actions that defaulted to the users' default record type as well.
@cynthianewman4154
@cynthianewman4154 2 ай бұрын
Thanks so much! You've saved me a headache today as well as many future headaches!
@samanthamyers3616
@samanthamyers3616 2 ай бұрын
Any tips on how to choose the campaign member status?
@ZNASH05
@ZNASH05 2 ай бұрын
Hi, the buttons that I have added to the publisher layout are not same as the ones in Outlook Salesforce app. Create Lead and Create opportunity button is missing. Would be great if you could help with this issue. Also, I have assigned it to few profiles and three profiles have exactly what I have assigned but one of the profile has a completely different one. Thanks :)
@BXBejita
@BXBejita 3 ай бұрын
can this be done the other way around?
@tulageorgopoulos-kuechenme6856
@tulageorgopoulos-kuechenme6856 6 ай бұрын
Hi! Thanks for the video! Unfortunately, it didn't work for me. I've tried uninstalling and reinstalling Salesforce in Outlook to see if that would help, but it's still not working. Do you have any other suggestions? Thanks!
@newstuff-cs1gw
@newstuff-cs1gw 6 ай бұрын
why did you have to add the profile with the outbound change set? Will this override the profile in the PROD?
@momplaygroupfouz4946
@momplaygroupfouz4946 6 ай бұрын
can you please do one where you just add a new lead to a campaign? I am trying to do a very simple flow like this.
@lgandhi4896
@lgandhi4896 6 ай бұрын
Hi, thanks for the video! I need deploy flow from Prod to Sandbox, I would follow the same process. But I am not able to see the flow to select it in outbound Change Sets. Please advise.
@Jason-pc8xi
@Jason-pc8xi 7 ай бұрын
add new opportunity was missing from your drop down in Outlook.
@kathyharringtonsullivan562
@kathyharringtonsullivan562 8 ай бұрын
Helpful, thank you!
@piotrbiesiadecki7887
@piotrbiesiadecki7887 9 ай бұрын
For some reason I cant see New Leads even I added it to layout. Where can be problem?
@everettminer
@everettminer 9 ай бұрын
Hey! Could you explain in more detail the issue? I would post the question with screen shots to trail blazer community forums.
@willysunde8445
@willysunde8445 7 ай бұрын
Might be that the "New Lead" in global action has not been assigned to a record type.
@pspnob
@pspnob 9 ай бұрын
Super helpful dude. Thank you. You make a good point. The hardest part about learning some specific Salesforce topics is using the correct terminology when searching.
@everettminer
@everettminer 9 ай бұрын
💯💯
@suzanneviggiano3206
@suzanneviggiano3206 9 ай бұрын
This was so very helpful - thank you so much!
@vanevettor
@vanevettor 9 ай бұрын
Hello! I just followed the steps and I cannoy see the flow. Do you know what could be the reason? Thanks!
@everettminer
@everettminer 9 ай бұрын
What do you mean by 'cannot see the flow?'
@vanevettor
@vanevettor 9 ай бұрын
@@everettminer I think I found the problem. It was a new version of a flow that already existed in Sandbox, so I was not able to see it in prod, but in details I could. Thanks!
@SoftlyDoesIt
@SoftlyDoesIt 10 ай бұрын
you're the man, Everett!
@everettminer
@everettminer 10 ай бұрын
🙌🙌🙌
@anne48212
@anne48212 10 ай бұрын
thank you, very helpful and well explained!
@devdante8237
@devdante8237 Жыл бұрын
Thank you! That solved my problem! Awesome!
@johncruice3278
@johncruice3278 Жыл бұрын
Hi @everettminer, I try to avoid loops as much as I can, so I worked out this alternative: I created a text variable, varPicklist, and assigned the value of the Multi-Picklist field to it. Used the Decision element to see if the value is already CONTAINed in it, then used a formula resource to add the new value to the variable. Then I updatde the record using the formula resource. If you think this would work and since you are doing videos, I'm happy for you to post it...
@everettminer
@everettminer Жыл бұрын
Wow that's awesome! Thank you for sharing! I will have to give this a shot myself :) what's the reasoning behind avoiding loops? I know the reasoning behind avoiding MSPs 😂 but haven't learned the pitfalls of loops yet
@relaxingchillpoet
@relaxingchillpoet Жыл бұрын
If my file from Envato is directly downloading as media player file how can I change that to mogrt file there is no option in default settings ?
@everettminer
@everettminer Жыл бұрын
What is the file suffix?
@relaxingchillpoet
@relaxingchillpoet Жыл бұрын
@@everettminer it's mogrt but showing as a media player file when I am using graphics essential to upload there is no option there is well
@relaxingchillpoet
@relaxingchillpoet Жыл бұрын
@@everettminer the system is download all mogrt files to media player idk why how can I change that setting
@relaxingchillpoet
@relaxingchillpoet Жыл бұрын
Downloading **
@lucadelogu327
@lucadelogu327 Жыл бұрын
Good THANK YOU🥰
@TiltyTowers
@TiltyTowers Жыл бұрын
DMed you on insta. On a time crunch for a project. Thanks! :)
@hammadsaeedlodhi
@hammadsaeedlodhi Жыл бұрын
why system admin profile is exported? system admin is already there in production.
@ryansmith2549
@ryansmith2549 Жыл бұрын
Hey @everettminer, thanks for the awesome video! It works well when adding new values, but could you write it with removing values as well? For example, I have a multi-picklist that has values of "Former Volunteer" and "Volunteer" and if someone gets a new volunteer record (custom object), I want to remove "Former Volunteer" if it exists, and add "Volunteer". Is this possible?
@everettminer
@everettminer Жыл бұрын
I think theoretically yes there's probably more than one way to do it. Here's what comes to my mind first and typing via phone. I'd have to go in and test out to give you a definite answer but read this over and give it some testing on your own to start. Is it a MSP or a regular pick list? If it's just two options you should consider making it a pick list and then the values will overwrite as they update. As an FYI, MSPs are a pain and I think strayed away from because of this type of stuff (people prefer to do overkill on check boxes instead of a MSP from the forums I've read. Also MSPs are terrible for reporting, not just flows which is why I think this video ends up being so helpful lol) As for actually doing this, the extra custom object is throwing me off a bit, so definitely play around in sandbox if you can, but here's my thoughts on doing this the standard way is it would apply in my video... you can create a filter for an and if condition so when a records field is updated to volunteer AND if former volunteer is already selected, then you continue with that branch of the flow and then remove it by using something like a Substitute expression in your data text variable. That's where SF stores that data we used to basically re-tell it what values to keep like in my video example. In your case we'd need to tell it what values to keep or remove (specifically substitute is what you'd be looking for which is why I'd try to use that in the formula). Because then what would happen is it'll just take all other MSP selections to keep when you loop through it, but then substitute Volunteer for Former Volunteer. I'm not 100% sure if it's possible, I've never done this specifically before. It's definitely worth a post to trailhead if you play around and can't get it. Hopefully the thought process (which could be wrong sorry😂) atleast gets your creative problem solving juices flowing for this haha
@everettminer
@everettminer Жыл бұрын
Ok so after a quick google, this might be an appropriate answer and similar to what I was saying: salesforce.stackexchange.com/questions/390107/how-to-remove-multi-select-picklist-value-in-flow-without-code Lmk what you figure out! :) Also, here's a reference to what I was mentioning about MSPs. I like to share this bc this was something I had to learn the hard way but moving forward I'm always aware of it now: "Why are multi select picklists bad in Salesforce? There are many reasons for this. First of all, multi-select fields have many quirks that can make them difficult to use and potentially inhibit your ability to do specific things in the future. For example, updating multi-select picklists in Salesforce is complicated." Excerpt from blog.insycle.com/salesforce-multi-select-picklists
@ryansmith2549
@ryansmith2549 Жыл бұрын
@@everettminer Thank you for your second reply too! I created a comment on the first reply, went to edit it and it said it returned an error and now I don't see my comment, so I'm sorry if this is the 2nd comment you see from me. I found that very same link and it helped me out a lot! Along with your video, it worked well for me. One thing that was a bit confusing in that StackExchange post is that the formula needs to be within a new formula variable (not assigning the text variable to this formula). Again, thank you so much for your willingness to help!
@everettminer
@everettminer Жыл бұрын
​@@ryansmith2549 Im glad you you got it all squared away! Happy Trailblazing 🙌
@kaylapina9081
@kaylapina9081 Жыл бұрын
You're amazing. Thank you.
@andyalmanza1517
@andyalmanza1517 Жыл бұрын
Does Salesforce outbound the activated version of the flow, all versions? Does it override existing versions in the receiving end? Thanks
@everettminer
@everettminer Жыл бұрын
Honestly, not sure. I've only pushed completely new flow projects. I would try save the flow you made as a new version, push it live and de-activate the old one?
@annajeanetteash8890
@annajeanetteash8890 Жыл бұрын
this was exactly what i was looking for and under 5 minutes is a bonus! Nice job. thank you!
@BlenderUnreal
@BlenderUnreal Жыл бұрын
i m a bit mad at the template creator, that he didnt checked the font-change section by default. its obvious that is might by important
@akshayphadnis
@akshayphadnis Жыл бұрын
In the update records element while setting multi picklist variable, I am not getting a way to select my collection variable. Collection variable is not showing up there. What can be the issue
@mahajananant
@mahajananant Жыл бұрын
Nice one. But should not you be checking for null values in the field? what if the MSP field is null ? then you would be adding the value lke this ";Alzheimers disease;" which may fail.
@everettminer
@everettminer Жыл бұрын
Did not have this issue through testing
@SangeethaK-f4g
@SangeethaK-f4g Жыл бұрын
Hi , How to auto populate the multi select picklist with Account Owner ( as Default value) and also add the user selected option(if selected) also while creating new records.
@mahajananant
@mahajananant Жыл бұрын
you should use Account Teams if there are more people working on the account
@everettminer
@everettminer Жыл бұрын
I think one option is you'd have to use the Get Record element to pull that associated data and then use it as your selection?
@dustinfarris7248
@dustinfarris7248 Жыл бұрын
Thanks. Very Helpful!
@Talk2meGuce
@Talk2meGuce Жыл бұрын
Clear explanation! I’m fairly new to the SF ecosystem and still trying to get a handle on flows. This is how I usually update fields in a flow by setting the filter criteria for the records I want updated from the beginning and then going straight into using an Update Records element. I don’t understand what the point of the Get Records element is? Any explanation or thoughts would be much appreciated!
@everettminer
@everettminer Жыл бұрын
Get Records is simply the basic building block for most flows to identify and fetch which record you actually want to do something with or pull data from. Besides the basic core functionality of fetching the record(s) that will allow you to refer to in the flow, Get Records element will be useful for the main things you can see when you're using it such as filtering with condition logic/requirements, Sorting records, how many records to store, and how to store record data (mainly performance/speed related if using lots of flows and data). If you watch this other video I posted you can see how it can be useful in one instance: kzbin.info/www/bejne/h2XPeGSXqtOVr5Y In this case, the flow trigger is when a CAMPAIGN MEMBER is created, BUT I want to access the CONTACT record related to that campaign member, so the Get Record element will allow me to do that.
@Talk2meGuce
@Talk2meGuce Жыл бұрын
@@everettminer but why didn’t you use the Get Records element in this video?
@everettminer
@everettminer Жыл бұрын
The record that triggered the flow can be referenced with the element I used "Update triggering Record" in step 2 of the flow. If you notice in the example I said before in my last comment, that one needs the Get Records since I want to get the contact record RELATED to the campaign member. In this case I don't need to look up the record because it's the triggering record I'm using/referencing. Make sense?
@Talk2meGuce
@Talk2meGuce Жыл бұрын
@@everettminer yup I understand that. I created a flow the other day though where I was updating a related record, and I was able to use the Update Records element without the Get Records element and it still worked. I guess that’s why I’m confused
@everettminer
@everettminer Жыл бұрын
@@Talk2meGuce I guess I'm confused too then 😭😂 what type of record was it? Because I believe I was unable to do this for campaign member and contact which is why I had it set the way I did. But either way, it's 100% useful for choosing how you'd like to store fields and assign variables etc
@everettminer
@everettminer Жыл бұрын
🚨If you're interested in me editing your videos & shorts, DM me on instagram @tehgoldminer📲 🎮Looking for my Fortnite settings? Watch THIS video: kzbin.info/www/bejne/oJbClGhqnZmso6s
@yelwaladidi8217
@yelwaladidi8217 Жыл бұрын
Thank you thank you. been trying to figure it out for over 4 hours till I stumbled on your video
@borjonx
@borjonx Жыл бұрын
Excellent, straightforward and concise. Ty for sharing!
@ETM1127
@ETM1127 Жыл бұрын
Interesting, helpful
@tastebuddies24
@tastebuddies24 2 жыл бұрын
Can you please let me know the software version of AE and PR.. like 2022 or 2020
@everettminer
@everettminer 2 жыл бұрын
This video is from 2020 so should be 2020. I would imagine the steps still work
@tastebuddies24
@tastebuddies24 2 жыл бұрын
@@everettminer thank you
@bekedani_the_man
@bekedani_the_man 2 жыл бұрын
this helped a lot, thank you sooooo much!
@neechogoodall702
@neechogoodall702 2 жыл бұрын
So cool
@jebzdomz1228
@jebzdomz1228 2 жыл бұрын
meaning sir if you have 305 to 500mgrt file you need to change it 1 by 1?
@everettminer
@everettminer 2 жыл бұрын
Unfortunately and as far as I know, yes. But that doesn't mean there isn't a way. Sorry!
@jebzdomz1228
@jebzdomz1228 2 жыл бұрын
Thank you for this big help i just dont figure out how to change all of it in one single edit ehehe
@dataperspective
@dataperspective 2 жыл бұрын
legendary
@adeynatey4933
@adeynatey4933 2 жыл бұрын
thanks!!
@acholadaniel
@acholadaniel 2 жыл бұрын
Thank You... You have really helped me.
@MahmoudSamra
@MahmoudSamra 2 жыл бұрын
U R Unique ❤️👍
@NemuHypnos
@NemuHypnos 2 жыл бұрын
you're my hero
@morethanwords8923
@morethanwords8923 2 жыл бұрын
dude u just save my day.
@justinjackson6847
@justinjackson6847 3 жыл бұрын
But how do you add the option for text positioning? I can change the text, the color, the size, but not the position on the mogurt file. Is there a way to add an option to change the text positioning?
@AliyuMarke
@AliyuMarke 3 жыл бұрын
Thanks for this video man
@everettminer
@everettminer 3 жыл бұрын
No problem!