Ultimate Salesforce Flow Crash Course

  Рет қаралды 26,623

Salesforce Ben

Salesforce Ben

Күн бұрын

Пікірлер: 24
@_taylor_v
@_taylor_v Жыл бұрын
- 1:45 Intros - 2:30 Why flow / what is flow / flow types / Apex (code) / Approval Processes / Actions / Lightning Pages (Flow can be embedded) / Retirement Timeline - 16:20 Why should/must you learn Flow - 19:27 Demo of a Flow in action - 22:35 Looking at the Flow from the demo - 40:20 Looking at the Screen Flow (for each of the created Installation items from the first flow) - 51:00 Recap and Best Practices - 54:30 Q&A (one flow per object? When to use Apex instead of Flow? Thanks for posting this. Very helpful.
@K007N1
@K007N1 2 жыл бұрын
Thank you for this session. It was really helpful to understand Flows. Loved it. I'll stay tuned for more such informative sessions.
@OfficialSFBen
@OfficialSFBen 2 жыл бұрын
So glad to know our video was helpful. Thank you so much for the support!
@sezo7445
@sezo7445 4 ай бұрын
Very informative and helpful explanation for beginners!!!
@OfficialSFBen
@OfficialSFBen 4 ай бұрын
We're so glad we could help!
@CL-vf4iz
@CL-vf4iz 21 сағат бұрын
Does he not sell the Flow course anymore? 😢
@everardocastro6549
@everardocastro6549 5 ай бұрын
How exactly did you set up that installation items object that appears in the related list of the installation record ? What exactly did you so that the opportunity products appear on the Installation items records?
@Finite8614
@Finite8614 Жыл бұрын
great intro! please make the recording at least 1080p (and preferably higher) next time
@TWHCTV
@TWHCTV Жыл бұрын
quality nice work
@OfficialSFBen
@OfficialSFBen Жыл бұрын
Much appreciated!
@linodref
@linodref Жыл бұрын
Gj guys, your content is excellent, keep it up
@OfficialSFBen
@OfficialSFBen Жыл бұрын
Thanks for your feedback Federico!
@ALCRAN2010
@ALCRAN2010 Жыл бұрын
Which Salesforce Certification(s) get a person to this position within a company?
@OfficialSFBen
@OfficialSFBen Жыл бұрын
You can stuck into Flow in a number of positions, and developers will typically always use Flow as part of their job, so that's a good place to start. If you want to exceed beyond a developer, check out our certification infographic here to see the different pathways you can take: www.salesforceben.com/salesforce-certification-pathways/
@tornubarikoboo4102
@tornubarikoboo4102 Жыл бұрын
Great Content!
@OfficialSFBen
@OfficialSFBen Жыл бұрын
Really glad you enjoyed it!
@alexcarroll9774
@alexcarroll9774 Жыл бұрын
Thanks for this!
@OfficialSFBen
@OfficialSFBen Жыл бұрын
Glad we could help Alex!
@konkalaedanna7845
@konkalaedanna7845 Жыл бұрын
Thank you
@OfficialSFBen
@OfficialSFBen Жыл бұрын
No worries at all!
@muneerahmad5530
@muneerahmad5530 2 жыл бұрын
I don't know why he is using 2 conditions instead of just first one? Can someone explain it to me please!
@sensiblegiraffe
@sensiblegiraffe 2 жыл бұрын
Hey @muneerahmad5530, great question! I assume you're referring to these two Conditions: IsWon | Is Changed | TRUE AND IsWon | Equals | TRUE I'll start with the second one - we want to make sure the automation is ONLY triggered when the Opportunity is marked as won. In your org, you may have multiple different Stages that are considered "Won" in the backend (ie. Closed Won, Settled, Sold, etc), so we use the 'IsWon' flag instead of a literal StageName value. The reason for the first one - we're checking to make sure that in this particular update the IsWon value has changed. We don't want a brand new Installation record created every single time the Opportunity is update AFTER it is set to Closed Won (ie. let's say there was a process to continue updating fields after the sale is done, those would also trigger the Flow without the IsChanged check because the record IS being updated, and the IsWon IS equal to TRUE). By adding IsChanged, we're ensuring that the IsWon PRIOR VALUE was not equal to TRUE, but it is now after this particular update. I hope that makes sense! I appreciate you watching and hope you got some value from the video 🙂
@muneerahmad5530
@muneerahmad5530 2 жыл бұрын
@@sensiblegiraffe thanks for clearing this doubt ❤️
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