Quick Flow Series! Dynamic Opportunity Name (Salesforce Flow Tutorials)

  Рет қаралды 4,073

Salesforce Adam

Salesforce Adam

Күн бұрын

Пікірлер: 21
@RickMagana-p4f
@RickMagana-p4f 5 ай бұрын
exactly what I was looking for, thanks for posting!
@JOSEMARTINEZ-dq8zb
@JOSEMARTINEZ-dq8zb 9 ай бұрын
Pretty amazing flow . Excellent, Thanks!
@mustafabaser1619
@mustafabaser1619 2 жыл бұрын
finally new flow related video...amazing work as usual.
@SalesforceAdam
@SalesforceAdam 2 жыл бұрын
Cheers Mustafa - hope all is going well :)
@danthesafariguy
@danthesafariguy 2 жыл бұрын
Love this! Your explanation during formula creation is very helpful. I always get stuck on formulas.
@SalesforceAdam
@SalesforceAdam 2 жыл бұрын
Cheers again Dan :)
@pscl
@pscl 2 жыл бұрын
You could also just use an assignment element on the $Record variable and its values as the before-save record-triggered flow updates the $Record variable at the end anyways. Using an update element updates the variable twice (which is not really noticeable in this instance, but in more complicated flows).
@SalesforceAdam
@SalesforceAdam 2 жыл бұрын
Love this info - was this a recent update or always the case?
@joshhixson8267
@joshhixson8267 2 жыл бұрын
WAFFLE ❤ Don’t worry about the “waffling”, I love when you give us a little more context and background to some of these topics. It’s why I love your channel! Also, drop the timer. It’s distracting and we already have a video timer. Keep up the great video!!!
@chithraprakash8392
@chithraprakash8392 2 жыл бұрын
Thank you for sharing this very informative video. Can you upload more videos on LWC, Aura and flow
@SalesforceAdam
@SalesforceAdam 2 жыл бұрын
THanks - great suggestion. I'll add to my list of ideas :)
@Luck211991
@Luck211991 Жыл бұрын
You deserve way more followers
@chithraprakash8392
@chithraprakash8392 2 жыл бұрын
Great video
@SalesforceAdam
@SalesforceAdam 2 жыл бұрын
THank you Chithra
@gregernst6988
@gregernst6988 2 жыл бұрын
Good stuff Adam. Most of my clients do not use standard naming convention for Opportunities, but I like this more automated naming approach. As you say, presents a usability nit that what they type in the Name is list. Can I assume the (lengthy) Formula can be defined as a separate resource up front, then referenced when you set the Oppty Name correct ? Look forward to seeing additional logic added to this...
@SalesforceAdam
@SalesforceAdam 2 жыл бұрын
Hi there Greg. Why not try getting in touch with Evan Ponter who cam up with this original idea? He might have new enhancements to it? Likely best place to get him is Twitter: twitter.com/realevanponter
@elysiangrowth
@elysiangrowth 2 жыл бұрын
ur a G adam
@elysiangrowth
@elysiangrowth 2 жыл бұрын
missed a singular bracket. rewatched and found it. I reiterate, ur a G adam
@Tenju96
@Tenju96 2 жыл бұрын
I tried on my own to create a flow, I failed, I thought, I didn't understand anything... then I checked your video... "okay I forgot the & in the formula" XD I wasn't as far as I thought I was
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