- Видео 58
- Просмотров 105 991
Salesforce Lory
Добавлен 6 янв 2022
Welcome to my channel! I started this Salesforce vlog when I started building apps and using zoom for collaboration purposes. I am learning a lot of tools aside from the Salesforce platform and Trailhead that I will need to perform the job expected of me. This is my way to document what I am learning.
It is also my aim that these videos might help those who are also transitioning from a totally unrelated background to Salesforce. So let us learn together!
It is also my aim that these videos might help those who are also transitioning from a totally unrelated background to Salesforce. So let us learn together!
Update your Resume Links in your Portfolio
Have you been job searching and needed to update your resume? Or did you land a new job and want to keep your resume updated? Don't forget to do the same to your portfolio links to your resume!
If we are not connected yet, connect with me on LI: www.linkedin.com/in/lory-salesforce/
If we are not connected yet, connect with me on LI: www.linkedin.com/in/lory-salesforce/
Просмотров: 315
Видео
24: Health Cloud PLC Workbook: Actionable Relationship Center (ARC): Set up; Create PR Graph
Просмотров 3158 месяцев назад
NOTE: All names and health info in this video are fake and are only for demo purposes in this learning platform. Join me as I study Health Cloud by using the Health Cloud PLC Workbook v. 1.1 7/24/2023. This workbook was part of the Partner Learning Camp Course "Health Cloud: Prepare for Implementation." There are 24 videos in this playlist for PLC Activity Workbook Sections 1-3. And as I mentio...
20 Health Cloud PLC Workbook : Enhanced Timeline: Navigable Links on the Enhanced Timeline
Просмотров 228 месяцев назад
NOTE: All names and health info in this video are fake and are only for demo purposes in this learning platform. Join me as I study Health Cloud by using the Health Cloud PLC Workbook v. 1.1 7/24/2023. This workbook was part of the Partner Learning Camp Course "Health Cloud: Prepare for Implementation." There are 24 videos in this playlist for PLC Activity Workbook Sections 1-3. And as I mentio...
17 Health Cloud PLC Workbook: Configure Components: Enhanced Timeline: Show Filters
Просмотров 138 месяцев назад
NOTE: All names and health info in this video are fake and are only for demo purposes in this learning platform. Join me as I study Health Cloud by using the Health Cloud PLC Workbook v. 1.1 7/24/2023. This workbook was part of the Partner Learning Camp Course "Health Cloud: Prepare for Implementation." There are 24 videos in this playlist for PLC Activity Workbook Sections 1-3. And as I mentio...
23 Health Cloud PLC Workbook Households and Householding Map: Add Care Plan Members
Просмотров 298 месяцев назад
NOTE: All names and health info in this video are fake and are only for demo purposes in this learning platform. Join me as I study Health Cloud by using the Health Cloud PLC Workbook v. 1.1 7/24/2023. This workbook was part of the Partner Learning Camp Course "Health Cloud: Prepare for Implementation." There are 24 videos in this playlist for PLC Activity Workbook Sections 1-3. And as I mentio...
18 Health Cloud PLC Workbook: Configure Components: Show Date Range on Enhanced Timeline
Просмотров 138 месяцев назад
NOTE: All names and health info in this video are fake and are only for demo purposes in this learning platform. Join me as I study Health Cloud by using the Health Cloud PLC Workbook v. 1.1 7/24/2023. This workbook was part of the Partner Learning Camp Course "Health Cloud: Prepare for Implementation." There are 24 videos in this playlist for PLC Activity Workbook Sections 1-3. And as I mentio...
8 Health Cloud PLC Workbook: Configuring Components of Health Cloud Patient List View
Просмотров 288 месяцев назад
NOTE: All names and health info in this video are fake and are only for demo purposes in this learning platform. Join me as I study Health Cloud by using the Health Cloud PLC Workbook v. 1.1 7/24/2023. This workbook was part of the Partner Learning Camp Course "Health Cloud: Prepare for Implementation." There are 24 videos in this playlist for PLC Activity Workbook Sections 1-3. And as I mentio...
15 Health Cloud PLC Workbook: Configure Ccomponents: Add Enhanced Timeline to a Record Page
Просмотров 228 месяцев назад
NOTE: All names and health info in this video are fake and are only for demo purposes in this learning platform. Join me as I study Health Cloud by using the Health Cloud PLC Workbook v. 1.1 7/24/2023. This workbook was part of the Partner Learning Camp Course "Health Cloud: Prepare for Implementation." There are 24 videos in this playlist for PLC Activity Workbook Sections 1-3. And as I mentio...
10 Health Cloud PLC Workbook Configuring Components of Health Cloud Add Patient Card to Layout
Просмотров 258 месяцев назад
NOTE: All names and health info in this video are fake and are only for demo purposes in this learning platform. Join me as I study Health Cloud by using the Health Cloud PLC Workbook v. 1.1 7/24/2023. This workbook was part of the Partner Learning Camp Course "Health Cloud: Prepare for Implementation." There are 24 videos in this playlist for PLC Activity Workbook Sections 1-3. And as I mentio...
5 Explore Health Cloud Learning App 1080p
Просмотров 158 месяцев назад
NOTE: All names and health info in this video are fake and are only for demo purposes in this learning platform. Join me as I study Health Cloud by using the Health Cloud PLC Workbook v. 1.1 7/24/2023. This workbook was part of the Partner Learning Camp Course "Health Cloud: Prepare for Implementation." There are 24 videos in this playlist for PLC Activity Workbook Sections 1-3. And as I mentio...
11 Health Cloud PLC Workbook: Configuring Components of Health Cloud Patient Card Configuration
Просмотров 308 месяцев назад
NOTE: All names and health info in this video are fake and are only for demo purposes in this learning platform. Join me as I study Health Cloud by using the Health Cloud PLC Workbook v. 1.1 7/24/2023. This workbook was part of the Partner Learning Camp Course "Health Cloud: Prepare for Implementation." There are 24 videos in this playlist for PLC Activity Workbook Sections 1-3. And as I mentio...
9 Health Cloud PLC Workbook: Configuring Components of Health Cloud: Add Patient Card to Layout
Просмотров 358 месяцев назад
NOTE: All names and health info in this video are fake and are only for demo purposes in this learning platform. Join me as I study Health Cloud by using the Health Cloud PLC Workbook v. 1.1 7/24/2023. This workbook was part of the Partner Learning Camp Course "Health Cloud: Prepare for Implementation." There are 24 videos in this playlist for PLC Activity Workbook Sections 1-3. And as I mentio...
22 Health Cloud PLC Workbook: Households and Householding Map: Add Household and Members
Просмотров 638 месяцев назад
NOTE: All names and health info in this video are fake and are only for demo purposes in this learning platform. Join me as I study Health Cloud by using the Health Cloud PLC Workbook v. 1.1 7/24/2023. This workbook was part of the Partner Learning Camp Course "Health Cloud: Prepare for Implementation." There are 24 videos in this playlist for PLC Activity Workbook Sections 1-3. And as I mentio...
6 Health Cloud PLC Workbook: Enable Person Accounts: Create Record Type of Patient
Просмотров 738 месяцев назад
NOTE: All names and health info in this video are fake and are only for demo purposes in this learning platform. Join me as I study Health Cloud by using the Health Cloud PLC Workbook v. 1.1 7/24/2023. This workbook was part of the Partner Learning Camp Course "Health Cloud: Prepare for Implementation." There are 24 videos in this playlist for PLC Activity Workbook Sections 1-3. And as I mentio...
13 Health Cloud PLC Workbook: Configuring Components of Health Cloud: Enhanced Timeline Config
Просмотров 308 месяцев назад
NOTE: All names and health info in this video are fake and are only for demo purposes in this learning platform. Join me as I study Health Cloud by using the Health Cloud PLC Workbook v. 1.1 7/24/2023. This workbook was part of the Partner Learning Camp Course "Health Cloud: Prepare for Implementation." There are 24 videos in this playlist for PLC Activity Workbook Sections 1-3. And as I mentio...
7 Health Cloud PLC Workbook: Map Person Accounts
Просмотров 908 месяцев назад
7 Health Cloud PLC Workbook: Map Person Accounts
19 Health Cloud PLC Workbook: Enhance Timelin: Troubleshooting; Create New Event
Просмотров 308 месяцев назад
19 Health Cloud PLC Workbook: Enhance Timelin: Troubleshooting; Create New Event
16 Health Cloud PLC Workbook: Configure Components: Enhanced Timeline on Record Page; Sort
Просмотров 148 месяцев назад
16 Health Cloud PLC Workbook: Configure Components: Enhanced Timeline on Record Page; Sort
21 Health Cloud PLC Workbook Households and Householding Map: Create Household Account
Просмотров 878 месяцев назад
21 Health Cloud PLC Workbook Households and Householding Map: Create Household Account
12 Health Cloud PLC Workbook: Configuring Components of Health Cloud: Advanced Patient Card Config
Просмотров 368 месяцев назад
12 Health Cloud PLC Workbook: Configuring Components of Health Cloud: Advanced Patient Card Config
1Health Cloud PLC Workbook: Steps through to 1 6
Просмотров 718 месяцев назад
1Health Cloud PLC Workbook: Steps through to 1 6
4 Explore the Health Cloud Learning App: PS and PSL
Просмотров 128 месяцев назад
4 Explore the Health Cloud Learning App: PS and PSL
2 Health Cloud PLC Workbook: Steps through to 1 6
Просмотров 278 месяцев назад
2 Health Cloud PLC Workbook: Steps through to 1 6
14 Health Cloud PLC Workbook: Configure Components: Enhanced Timeline Configuration
Просмотров 258 месяцев назад
14 Health Cloud PLC Workbook: Configure Components: Enhanced Timeline Configuration
Experience Cloud Portfolio: Update Your Resume Links
Просмотров 818 месяцев назад
Experience Cloud Portfolio: Update Your Resume Links
Speakership: "Are You in the Job Market? Leverage Experience Cloud to Stand Out"
Просмотров 9711 месяцев назад
Speakership: "Are You in the Job Market? Leverage Experience Cloud to Stand Out"
Personal Groups (Salesforce) - Is there such a thing???
Просмотров 82Год назад
Personal Groups (Salesforce) - Is there such a thing???
Experience Cloud - How to Remove the Login Button From Site
Просмотров 998Год назад
Experience Cloud - How to Remove the Login Button From Site
Screen Flow: Allow Guest User to Access Flow from Experience Site
Просмотров 10 тыс.Год назад
Screen Flow: Allow Guest User to Access Flow from Experience Site
It helps! Thank you for the video!!
This video was a life saver! Is there a way to set up one flow that does this same thing for multiple picklist items? For example I have a pick list with 5 items, do I need to make five different flows since each item in the list corresponds with a different owner?
Thank you!
Hey Lorry thank you so much! This video helped me figure out many steps in my portfolio-building journey. I have a question though. I want my guest users to receive a thank you email after they fill out my web-to-lead form. I am trying to make a flow for this but having a hard time. can you help me with that? May be a new video? Thanks!
using a hardcoded value is bad practice while creating flows
I know. I raised that sustainability point to the stakeholder, presenting the scenario that maybe we should use the role or in case the person gets replaced or resigns in the future, instead of the specific user. She was adamant it had to be the user, so we hardcoded. That's why I wrote in the Description the exact requirement was "When the member is At Risk, automatically change the owner to Bradley Rice" 🤷♀
@@SalesforceLory still you can user without hardcoding it. you can get records of user and inset that user whenevr you want it
@@suneelmanne-x2e if you have a video tutorial of that, I would love to see it and learn more!
@@SalesforceLory I can explain over a google meet and you can create a video and i am not a content creator
This was so helpful - thank you!
While opening the profile from the builder, i'm getting an error like "page doesnot exist enter valid url and try again" can you give solution
Thank you so much! I have searched high and low for a solution to my problem and finally I found it.
Glad this helped you!
Thanks again!
Thanks for the info. However I have question like if I deploy this flow to higher org image in email will not work. Do we need to perform the same thing in higher org?
I have no experience in deploying this flow. I think it has something to do with what devs would call as static resource? I am thinking the image in mail will not work if the higher environment does not actually have that image uploaded to its library and the image url is not the same as what’s in the lower environment. I don’t know if deploying the image file will help. Might need to re-configure the hyperlink to the right url of the deployed image? I have done that so not sure if this is the right approach.
Fantastic resource Lory, thank you for posting this!
Love it. How many steps do you find yourself getting on work days?
Initially I was obsessing with getting up to 40K steps. Then I developed tightness in the iliopsoas that brought much pain mimicking sciatica. It was awful during the last few days (I could hardly turn in bed and taking steps to walk was agonizing) that I did not know what to do other than take pain medications and try all sorts of exercises for sciatica if I could tolerate them, and I was pretty sure I was going to be wheelchair-bound soon. I checked out all ads I was seeing on fb about sciatica and backleg pain (it was only on the left and I have a history of HNP back in 2015 so that was my primary consideration), until I encountered the tool called hip hook designed to loosen iliopsoas muscle. I watched videos about the principles, and found tools I already have, and tried targeting that muscle. It was like a switch! My symptoms eased and gradually improved! The last time I took a pain medication was that day I tried to do iliopsoas release! I now cherish that fact that I am mobile and try to incorporate travel at least once a year. I now use my treadmill only for about an hour a day when I cannot take a walk outside.
I can't find these settings at all
Seems like they got rid of that already. I can't find it either in any of my current dev orgs or playground.
not very clear too much clicking around
Just look for an actual expert who can teach this more clearly. My videos are really for me to review and document (i.e. vlog) what I have learned as I encounter them in my use cases, in the hope that someone else might find them useful. If this is not useful to you, just try to search for another video that might be more useful to you. I am sure there are plenty from gurus.
This was helpful thank you
Is there any option without hard coding the id in flow like we can use custom metadata to call a particular user by mapping id init.
That would be best practice if you want to be scalable. I believe I emphasized in this video that I raised that issue with our stakeholder because something like using the metadata for the person's role would have been a better option, rather than hardcoding an Id. But when the stakeholder said to use that specific person's Id, then I proceeded to build the flow.
Hi lory, quick question you changed the sharing settings of the contact, does that impact as it is a standard object. Also my lookup fields in the experience cloud page are not fetching the records from the internal Salesforce app. My flow is working fine when i do the debug and run. Any thoughts on this.
I just studied the FOF and passed this cert on Wednesday, and I, too, was quite stumped when I first saw this. Thanks for the video!
Congrats!!! I had to take it twice!!!
Super Helpful! Figured out what was wrong with mine half way through your video. Keep it up!
Thanks, Paul!
How did you call this flow from that button?
When you are creating your screen flow, there are buttons in the footer. I just chose to customize the Next/Finish button to say "Submit" instead. Also, I hid the Previous and Pause buttons.
🎯 Key Takeaways for quick navigation: 00:02 🛠️ Building portfolio pages: Use the builder module for pages like "about me," "education," and "certification." 11:12 🧩 API names: Ensure related API names when naming pages and avoid unacceptable characters. 20:23 🖼️ Adding images: Configure publicly accessible images or gifs for tiles in the navigation menu. 25:11 🎨 Customizing homepage: Adjust themes, colors, overlays, and layout settings for a personalized homepage. 30:10 🌐 Generating QR codes: Create QR codes for links using online tools, ensuring they are publicly accessible. 35:56 🌐 Building Portfolio Pages: Learn to structure pages and add videos with URLs to your Salesforce portfolio. 38:05 📝 Plan Ahead for Portfolio Content: Start building your Salesforce portfolio early, plan content, and use it as a blog for showcasing your journey. 41:36 📚 Portfolio as a Blog: Treat your portfolio as a blog to share events, articles, and updates related to your Salesforce journey. 45:48 📊 Tracking Portfolio Traffic: Use tools like Stat Counter to monitor visitor traffic and engagement. 53:05 📅 Planning and Wireframing: Effective initial planning, wireframing, and a clear vision contribute to a smoother development process. 01:08:13 📑 When converting a lead, consider the contact's nature. For recruiters providing job opportunities, label it as a new opportunity and fill in details. 01:11:00 🎉 Configure confetti in Salesforce Experience Cloud by checking a checkbox in the opportunity path, possibly triggered by closing an opportunity. 01:12:34 📢 Tagging and crediting in LinkedIn posts increases exposure and helps build your network. 01:13:57 🔄 Express gratitude in posts by acknowledging those who inspire you. Sharing others' posts with comments enhances visibility. 01:15:21 🔗 Networking tip: Share meaningful comments on others' posts and share those posts on your page to increase visibility and potentially connect with like-minded individuals. Made with HARPA AI
Question @lory Can't we just use the same Screen Flow, the node "Create Record" and assign the OwnerId field to the retrieved record object? Or is that not possible?
Thanks for your question. It forced me to review my video! Haha! Looking back now, I believe you can do that. Like put all of them together in one flow. Being such a noob at the time, I created the screen flow based on a Trailhead module. Then had to talk with our mock stakeholder, who then asked us to assign the cases to queues of people with expertise on certain cases. So it did not even occur to me at the time to put them together. I was just thinking, "I already had a screen flow, this time I'm gonna do a fast field update record-triggered flow!" Lol!
Thanks for your quick answer@@SalesforceLory I appreciate it. I was just asking this because I've tried that recently but seems like it doesn't work as I expected. So I had to leverage on two flows: Screen Flow to create case and then use Autolaunched Flow to assign it to a queue.
This was extremely helpful, thank you for sharing!!
Saved my ass. Thank you.
🤣🤣🤣 glad it did!
do you have the html for the form in order to have a well formated one?
Please DM me on LI for the html code
Hi lory. Which template did you used?
Is that possible change the record owner (owner ID) using Role ID?
Thank you! Very easy to Follow!
very helpful video. thanks alot
Informative 👍👍👍
Hello Lory thanx much for this awesome video. Appreciate it. How can I get the HTML code you used for this video?
Please DM me on LI for the code.
Hi Lory, I have created the same screen flow and display on the page. But when a guest user submits the form, it doesn't generate a case. But when I debug the form it is working fine and creating the case. Please help me to find out an issue.
Thank you Lory for is amazing resource can you please share the source codes
Please DM me on LinkedIn for the code. :)
How would I do this for the following: Have a field called "Demo Date" on the opportunity object which is a modifiable date field. I want to create a hidden field that time stamps the original value that was inputed in the "Demo Date" field if that field is changed.
The “Sorry, no time travel allowed” made me chuckle. 😂
😅
Good training video for beginners. However, if you chose "fast field updates" for the flow behaviour, you Don't need to use "update record" as it produces a new Update operation inside of the existing update operation. It has no additional pros to the behaviour but only increases the complexity. Instead, try using Set component and assign {!$Record.[FieldName]} with the value you want to set it with. And you'll see that the flow puts the values in the record without an additional update
Thanks for your insights!
Hello, ma'am. How about how to configure login and registration recaptcha?
OMG Lory! This just helped me work through a flow I was having difficulty debugging! Thank you so much! 😃❤💯
Glad it helped!
Thank you so much for sharing - I was wondering how you created the Bradley value from the OwnerId.
Hi Lory, thanks for the great video. We have a similar flow that assigns to the queue when a case is created through web form. But at the moment the queue is not getting assigned when the case is created. When I checked the queue, there are no users assigned right now could that be the reason? or How can I troubleshoot this? Appreciate your help! Thanks!
Hi @alm4401. Have you created your Case Assignment Rule (Assign to the queue) and made sure it is active?
Hi @saleforceLory yes the case assignment rules are active. Could there be a reason it is not going to the queue but going to formstack as the owner?
@@alm4401 check Setup>Support Settings. Look at the Default Case Owner. Although that one should kick in only if assignment rules fail to locate an owner. And Queues can be owner, so I am not sure why your active assignment rule is failing. Have you tried creating case from inside the org by pulling the same screen flow onto a utility bar, for example? Just to see how it gets processed.
Can I show my projects using PowerPoint instead of recording a video? It’s easier for me to do it that way. 😊
It's really up to you how you present it. Try doing it that way, then seek the opinion of others (if you have mentors, seek their advice). Eventually, it's your target audience whose attention you want to catch and hopefully sustain long enough for them to dig deeper about you.
This video is awesome! Thank you!
Hi Lory! I am not able to update the record as salesforce does not allow me to provide update permission to guest user. Can you please let me know how to overcome this to allow update?
You want guest user to update their own record? You might have to do the Trailhead module on guest users enabled to self-register (something like that). This video is for guest users who don't register, and whose input only creates contact records, not to be confused with creating users. I believe the created contacts have their default owner set the same as case owner. I don't have access to this sandbox anymore so I can't go back to review.
Hi Lory, your video was very helpful. How do I get the HTML code you used for this video?
DM me on LI for the HTML code.
Hi Can you also share with me the codes please. I needed them a bit urgently
This video was exactly what I needed. However my flow still does not appear on my published site. Any suggestions?.
This might help you. salesforcetime.com/2023/07/06/how-to-allow-guest-users-to-access-flows/
@@SalesforceLory Great news i was able to get my flow to work on the published site. 😀
@@Black_Nemisis Yay! Glad to hear!
Thank you! I wanted to assign new submitted cases to myself by using a flow instead!
THANK YOU SO MUCH! I am a new administrator, and I am still figuring out things I learned in Trailhead, but I am now putting them into action at my new job.
Thank you soooooo much Lory , you have no idea how much time I had spent to get this working & finally found your video which helped me. Thanks once again.😊
Im glad I found this video. Working on a similar validation rule in my org. 👌👌
Hi Lori, saw your video. Do you have a earlier video for this topic. Pls share it here. thanks