Hello, I am new to the salesforce community with no background in IT and i'm a beginner, I love the way you explain, it's super easy and i understand almost every thing. Thank you so much for your efforts.
@niharika6729 Жыл бұрын
Hey Nick! Greetings from India. I am a beginner and really was confused about the Salesforce topics but your vedio really makes me very clear about the topics.. So keep it up! And thanks much for all the informative video on Salesforce.
@delharris8443 Жыл бұрын
This is amazing! Saved me hours and hours of mindless work in SF creating Tasks! Thank you so so much!
@TheGreatestHeroEver8 ай бұрын
Incredibly valuable video! Thank you so much!!
@Arkensan13Ай бұрын
Hey! Cool video. Can you help me? How to add a time? For example, at 10 am.
@homamtaleb1765 ай бұрын
Hello Mr nick your explanation is amazing thank you very much for your effort i have two questions the first one i would like to ask can i import data of customers from Facebook ad or from website for protentional customers the second one is if i had customer and the deal close as won closed and the customer would like to order more so should i register the process to the client profile ?
@imranandimran8 ай бұрын
Liked and subscribed. Excellent tutorial. Many many thanks
@milenavoronkin9042 Жыл бұрын
Great instructions! Do you have a video on how to create a flow with IF statement. Thank you very much!
@shankpeterman Жыл бұрын
Is it possible to do a date formula that calculates a date let's say 60 days PRIOR to the close date?
@PrakashSK_SKP Жыл бұрын
Really amazing and helpful video. Thank you very much
@NickBoardman Жыл бұрын
Glad it was helpful 😃
@dengland1234 Жыл бұрын
so very clear instructions. Thank you Nick.
@NickBoardman Жыл бұрын
Very welcome!
@jfbaro2 Жыл бұрын
Do the agents (back office mostly) working on the tasks need to have a FSC license as well? Our Front Office agents do have FSC license, **BUT** the Back Office agents only have a basic Service Cloud License today (they mainly work on CASE and TASKS )
@prajktabhor309011 ай бұрын
Thank u for this video .. i was having the same requirement. I wanted to check how this task can be linked to an action plan ? My requirement is if the stage is supposed to be qualified then I am creating few tasks with specific subjects, and I want all the tasks to belong to a qualified action plan .. how should I achieve this .. ?
@Marouane.d11 ай бұрын
Thank you so much, this is so helpful ❤
@manninggrinnan6217 ай бұрын
I thought that the "when to run" works a little differently: I thought the "updated and meets the condition" would fire when the StageName is set to Example Stage, but also when ANY OTHER field is changed and the StageName is already Example Stage. Instead, the "Only when a record is updated to meet the condition" only fires when THAT field is changed. Both work the same when the field is changed, but they behave differently when the field is already set.
@bandiraji3558 Жыл бұрын
How can we write duedate equal to createddate+10(business days).
@SueGermain Жыл бұрын
how do you configure the flow to create multiple different tasks on one case. I can do this with a flow and multiple create record elements but is there a better way to do this
@LaH4z3l Жыл бұрын
how would you automate a reminder to that task?
@carlospaz8141 Жыл бұрын
You are Great 🎉❤😊 thank you!
@TheSoftwareTutor1 Жыл бұрын
Great video!
@NickBoardman Жыл бұрын
Thanks!
@marisyanow6615 Жыл бұрын
So helpful thank you!!
@hansuh6164 Жыл бұрын
Thank you!
@NickBoardman Жыл бұрын
Welcome!
@layees.msheriff7489 Жыл бұрын
This is really helpful Sir. But can you please help me with the name of the software you are using in this tutorial.
@brenditabee Жыл бұрын
What if I want to assign a task that doesn't belong to the owner of the opportunity? For instance, I have someone who enters and creates opportunity records but another employee who follows up with the contact afterward who needs to be assigned the tasks.
@cassiawatanabe4920 Жыл бұрын
you can make a get records of user and filter by the e-mail of the user you want
@triciajackson4220 Жыл бұрын
Can you further explain how to do this? I need to do the same thing. Thanks!
@dhc Жыл бұрын
@@triciajackson4220 did you figure this out? I am having the same issue.
@omalenkaa11 ай бұрын
i've figured it out, tested and it worked. In the value section instead of record->owner ID input your employee SF UID. Hope this makes sense
@omalenkaa11 ай бұрын
i've figured it out, tested and it worked. In the value section instead of record->owner ID input your employee SF UID. Hope this makes sense@@dhc
@PalakArora-f9x Жыл бұрын
How we can add record type here?
@KarlaTest Жыл бұрын
Thank you so much!
@ibn0721 Жыл бұрын
it really helps that you're fine asf too, thank you.