- Видео 61
- Просмотров 593 198
Salesforce Adam
Великобритания
Добавлен 2 фев 2021
How to Integrate with No code! - Salesforce HTTP Callouts in Flow
Hey Salesforce Friends! 👋
Register your interest here for emails regarding the next 🚀 Part-Time Salesforce Academy Cohort 🚀 www.adamfoyston.com/newsletter
Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make.
May the Salesforce be with you! x
Connect with me on LinkedIn: www.linkedin.com/in/adam-foyston-32148954/
Timecodes
0:00 - Intro & Overview
2:04 - Demo Use Case
2:39 - Step 1: External Credential
4:00 - Step 2: Principle Record
4:45 - Step 3: Named Credential
7:44 - Step 4: Permission Set
9:29 - Step 5: Create a Flow
23:10 - Testing it out
25:36 - Learn More/Outro
Register your interest here for emails regarding the next 🚀 Part-Time Salesforce Academy Cohort 🚀 www.adamfoyston.com/newsletter
Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make.
May the Salesforce be with you! x
Connect with me on LinkedIn: www.linkedin.com/in/adam-foyston-32148954/
Timecodes
0:00 - Intro & Overview
2:04 - Demo Use Case
2:39 - Step 1: External Credential
4:00 - Step 2: Principle Record
4:45 - Step 3: Named Credential
7:44 - Step 4: Permission Set
9:29 - Step 5: Create a Flow
23:10 - Testing it out
25:36 - Learn More/Outro
Просмотров: 3 690
Видео
It's Flow Easy with These Winter 24' Flow Features!
Просмотров 2,1 тыс.Год назад
Hey Salesforce Friends! 👋 Register your interest here for emails regarding the next 🚀 Part-Time Salesforce Academy Cohort 🚀 www.adamfoyston.com/newsletter Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make. May the Salesforce be with you! x Connect with me on LinkedIn: www.linkedin.com/in/adam-foyston-32148954/ Timeco...
My Top Salesforce Winter 24 Features!
Просмотров 2,9 тыс.Год назад
Hey Salesforce Friends! 👋 Register your interest here for emails regarding the next 🚀 Part-Time Salesforce Academy Cohort 🚀 www.adamfoyston.com/newsletter Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make. May the Salesforce be with you! x Connect with me on LinkedIn: www.linkedin.com/in/adam-foyston-32148954/ Timeco...
Salesforce Summer 23 - The Best Ever!? (for non-developers)
Просмотров 2,6 тыс.Год назад
Hey Salesforce Friends! 👋 If you found this video useful please subscribe for more videos like this every week! 🗞️ Sign-up to the Part-Time Salesforce Academy newsletter here: www.adamfoyston.com/newsletter Here are your links from the video: - Flow React Formula Tutorial: help.salesforce.com/s/articleView?id=sf.flow_build_make_reactive.htm&type=5 - Permission Set Management Tool: appexchange.s...
Do You Know What the Salesforce Customer 360 is? (includes Product List)
Просмотров 6 тыс.2 года назад
Hey Salesforce Friends! 👋 If you found this video useful please subscribe for more videos like this every week! 🗞️ Sign-up to the Part-Time Salesforce Academy newsletter here: www.adamfoyston.com/newsletter Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make. May the Salesforce be with you! x Connect with me on LinkedI...
Get Started with Salesforce CRM in Less Than One Hour! (Salesforce Basics Training)
Просмотров 30 тыс.2 года назад
Hey Salesforce Friends! 👋 If you found this video useful please subscribe for more videos like this every week! 🗞️ Sign-up to the Part-Time Salesforce Academy newsletter here: www.adamfoyston.com/newsletter Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make. May the Salesforce be with you! x Connect with me on LinkedI...
My Top 10 Productivity Hacks as a Salesforce Consultant!
Просмотров 2,4 тыс.2 года назад
Hey Friends! 👋 If you found this video useful please subscribe for more videos like this every week! 🗞️ Sign-up to the Part-Time Salesforce Academy newsletter here: www.adamfoyston.com/newsletter Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make. May the Salesforce be with you! x Connect with me on LinkedIn: www.link...
Top 10 Salesforce Winter 23 Features!
Просмотров 4,2 тыс.2 года назад
Hey Salesforce Friends! 👋 If you found this video useful please subscribe for more videos like this every week! 🗞️ Sign-up to the Part-Time Salesforce Academy newsletter here: www.adamfoyston.com/newsletter Here is a link to the great articles on Salesforce Ben from Christine Marshall: www.salesforceben.com/10-hottest-salesforce-winter-23-features/ and Tom Combridge: www.salesforceben.com/winte...
How To: Add a Screen Flow to a Record Page, Create a Case and Upload a File!
Просмотров 9 тыс.2 года назад
Hey Salesforce Friends! 👋 Register your interest here for emails regarding the next 🚀 Part-Time Salesforce Academy newsletter here: www.adamfoyston.com/newsletter Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make. May the Salesforce be with you! x Connect with me on LinkedIn: www.linkedin.com/in/adam-foyston-32148954...
Quick Flow Series Part 2! Opportunity Next Action Updater (Salesforce Flow Tutorials)
Просмотров 1,4 тыс.2 года назад
Hey Salesforce Friends! 👋 Register your interest here for emails regarding the next 🚀 Part-Time Salesforce Academy newsletter here: www.adamfoyston.com/newsletter Here is a link to Evan's Twitter: realevanponter Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make. May the Salesforce be with you! x Connect w...
Quick Flow Series! Dynamic Opportunity Name (Salesforce Flow Tutorials)
Просмотров 4,1 тыс.2 года назад
Hey Salesforce Friends! 👋 Register your interest here for emails regarding the next 🚀 Part-Time Salesforce Academy newsletter here: www.adamfoyston.com/newsletter Here is a link to Evan's Twitter: realevanponter Here is the code from the tutorial: docs.google.com/document/d/1OHueb1KZx2y7fSyRmQRwBheDuA6QGtwjMuM_lzBXSi4/edit?usp=sharing Also, let me know if you have any questions abou...
Full Day Highlights at Salesforce World Tour 2022!
Просмотров 1,1 тыс.2 года назад
Hey Salesforce Friends! 👋 Register your interest here for emails regarding the next 🚀 Part-Time Salesforce Academy newsletter here: www.adamfoyston.com/newsletter Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make. May the Salesforce be with you! x Connect with me on LinkedIn: www.linkedin.com/in/adam-foyston-32148954...
How Much I Earn as a Salesforce Consultant!
Просмотров 11 тыс.2 года назад
Hey Salesforce Friends! 👋 Register your interest here for emails regarding the next 🚀 Part-Time Salesforce Academy newsletter here: www.adamfoyston.com/newsletter Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make. May the Salesforce be with you! x Connect with me on LinkedIn: www.linkedin.com/in/adam-foyston-32148954...
Salesforce Summer 22 Top 10 Features!
Просмотров 4,4 тыс.2 года назад
Salesforce Summer 22 Top 10 Features!
Top 10 Flow Tips (from the Flowfest Champion)
Просмотров 2,7 тыс.2 года назад
Top 10 Flow Tips (from the Flowfest Champion)
Add a Table View in Screen Flows! It's Flow-Easy (Salesforce Tutorial)
Просмотров 8 тыс.2 года назад
Add a Table View in Screen Flows! It's Flow-Easy (Salesforce Tutorial)
How To: Integrate Outlook with Salesforce! (Tutorial and Feature Demo)
Просмотров 52 тыс.2 года назад
How To: Integrate Outlook with Salesforce! (Tutorial and Feature Demo)
How To: Integrate Gmail with Salesforce! (Tutorial and Feature Demo)
Просмотров 20 тыс.2 года назад
How To: Integrate Gmail with Salesforce! (Tutorial and Feature Demo)
Email Alert Scheduler Flow - It's Flow Easy! (Salesforce Tutorial)
Просмотров 32 тыс.2 года назад
Email Alert Scheduler Flow - It's Flow Easy! (Salesforce Tutorial)
Salesforce Lightning URL Hack - Clone Button (Viewer Request!)
Просмотров 3,8 тыс.2 года назад
Salesforce Lightning URL Hack - Clone Button (Viewer Request!)
Salesforce Workbench - Best Features and How to Use It (Tutorial)
Просмотров 3,4 тыс.2 года назад
Salesforce Workbench - Best Features and How to Use It (Tutorial)
How to Create a Flow to Send Multiple Emails - It's Flow Easy! (Salesforce Tutorial)
Просмотров 20 тыс.2 года назад
How to Create a Flow to Send Multiple Emails - It's Flow Easy! (Salesforce Tutorial)
What is Salesforce MFA and How to Prepare for It!
Просмотров 8033 года назад
What is Salesforce MFA and How to Prepare for It!
Lightning URL Hack with Record Types!
Просмотров 3,6 тыс.3 года назад
Lightning URL Hack with Record Types!
How To: Create a Custom URL Button in Salesforce Lightning
Просмотров 11 тыс.3 года назад
How To: Create a Custom URL Button in Salesforce Lightning
Salesforce Spring 22 Release Dates and Preview!
Просмотров 1,6 тыс.3 года назад
Salesforce Spring 22 Release Dates and Preview!
How To: Screen Flow to Update Multiple Records (It's Flow Easy!)
Просмотров 15 тыс.3 года назад
How To: Screen Flow to Update Multiple Records (It's Flow Easy!)
Which Salesforce Role Makes the Most Money!?
Просмотров 3,2 тыс.3 года назад
Which Salesforce Role Makes the Most Money!?
How to Get a Salesforce Job - in Under 5 Minutes?
Просмотров 3,4 тыс.3 года назад
How to Get a Salesforce Job - in Under 5 Minutes?
How To: Build A Salesforce Career with This Tool!
Просмотров 8783 года назад
How To: Build A Salesforce Career with This Tool!
Hi Thanks for the video. Seams liken there been some updates but to open a record in datatable is not added. Is the only way then to add a field in the object with a link?`
Só pra registrar que um brasileiro esteve aqui
I Adam, will you share a video about Top Winter 25 release features?
Helped me but I had to include the RecordID to be updated otherwise I got an error I used Data Table which probably wasn't there for this video
Wish I had seen this before I developed a whole "Screen Flow" to Clone a Task from a custom Action button - this looks ALOT easier!!
Love the example!! Do you have a video that shows how to update a record with predefined values that executes in the background and does NOT show the record screen? I have a use case where they want to SUBMIT with a button that changes the Status to "Submitted" and also triggers an email alert.
How can i backup the emails captured by EAC to my local database. I have read that emails captured via EAC aren't stored in salesforce as a record in email messages like other emails. Can anyone suggest a way to download the emails
I've been playing around in saleforce for a month now and this was my first flow video. Very well explained! I have a question that is probably basic. Not sure if you can direct me to another video or if it's an easy answer: I've activated this flow for opportunities created for person accounts. The date and value fields update perfectly, but no account name appears. My guess is it's due to "person account" rather than "business account". If so, what would I maintain for the first line of code? I've tried a bunch but no success. IF(NOT(ISBLANK({!$Record.AccountId})),{!$Record.Account.Name},"No Account")
I figured it out. If maintaining for Person Accounts, use the following: IF(NOT(ISBLANK({!$Record.AccountId})),({!$Record.Account.FirstName} & " " & {!$Record.Account.LastName}),"No Account"). Anyone is welcome to share a better option. thank you!
Your videos are amazing, it is nice learning from them. :) just one question is there a possibility to delete a tab from app? Lets say that the energy tab I would add to all apps but then I would like to delete the tab from some of them, how to do it please? :)
Video Only is Marriot. San Mateo CA 94403.😷
How do we calculate Number of Weekdays Between a selected date field and Today in Salesforce using the Today function along with the following formula. (5 * FLOOR( ( Work_Order__c - DATE( 1900, 1, 8) ) / 7 ) + MIN( 5, MOD( Work_Order__c - DATE( 1900, 1, 8), 7 ) )) I was trying the following formula, but it was not working. (5 * FLOOR( ( TODAY() - DATE( 1900, 1, 8) ) / 7 ) + MIN( 5, MOD( TODAY() - DATE( 1900, 1, 8), 7 ) )) - (5 * FLOOR( ( Work_Order__c - DATE( 1900, 1, 8) ) / 7 ) + MIN( 5, MOD( Work_Order__c - DATE( 1900, 1, 8), 7 ) ))
Thanks for the video. Do we need to create a new playground for every module - like Dreamhouse Playground or Ursa Major Solar Playground? Please explain. Thanks
when sending a mass email to multiple users on their end upon receiving the email, is there a way to only individual emails to recipients?
less is more stop moving around so much. Very spazz like.
Oh God, you're so talkative! 😅
Another great and informative video 🤓 Do you already have the link of the video that was mentioned on the last part of this tutorial? Many thanks ☺
Wow. Educational and fun. My interest is being reignited! Thank you!
if the customer replies to your email, will it be shown in the activities section in salesforce? how can we achieve that in the contact object?
Great video! I've created a custom object, but I noticed there's no option to attach files to it. Could you please make a video on how to enable file attachments for custom objects
I had to build an almost identical flow today and this video was pure gold, thank you!! There is one thing that's not working, though. I set up an immediate action to send an email just to test the actual email send. The Flow sends the email when triggered by me, the system admin but is not working for other profiles. I checked to make sure the profiles have permission to Send Email and Run Flows, they have access to all fields in the email template, etc. Any other suggestions?
How can i add give sample email ?
This was so helpful video but i am having a question that can we use the data from email body nd populate that into a salesforce object's fields?
Is this actually you talking
hey I'm nitin and i need to know that does screen flow support inline editing with object ??
great video! congrats!
This was a fantastic video! Enjoyed every bit of it and my Experience Site is now ready.
Thank you, great walkthrough!
Sounds good. But is useless.
i have created email campaign series in the builder but now when i go to create a flow to launch the campaign the folder i created with the emails is not available. is this a simple fix or should i create a ticket for assistance, thank you for your time.
That was very usefulll thank u Adam, Shima from Germany
how to diffrenciate that my record create from outlook OR my salesfroce org ?
This is amazing! Thank you for sharing. Question, how can we replicate this within the Screen Flow URL component? I tried doing as you hacked the URL but it shows as error.
What if you want to send several emails but using templates and related records and have each email say the name or details of the related record?
This was great, Thank You!
What if we want to update multiple records with multiple values, like an accounts assets with different values from a picklist
This video is great! Thanks for putting this together. If I wanted to filter the case variables so that only options from certain case record types appeared, how would I do that? If we have 6 case record types, for example, I only want to allow two to be created through this flow--with their associated options.
The way of teaching is modern and easy every confused person can easily understand concepts smoothly. Thanks, Adam.
Regarding Einstein Activity Capture, I have implemented EAC into a testing environment and I am having the hardest time trying to prevent it from syncing every new email it detects with every single record that the contact is associated with. If I have 3 different opportunities going for a single contact, I don't want all 3 email threads ending up on all 3 opportunities. Is there a way to configure EAC so that emails ONLY associate with the record that the email was sent from - or if an email comes in without any context it can just sit on the Contact record's activity timeline (and, again, not be on any related records like the Opportunities). I have followed countless tutorials and have been skimming through any SF help article that mentions EAC. I'm not seeing anything about turning off this overly-aggressive association, but (even more frustratingly) I can't even find anything that tells me that I can't do this. Would greatly appreciate any insight!
I can use this for hidden genius
You mentioned in the video that you can customize what objects show up in the list when you select log an email by customizing publisher layouts and assign those by different profiles. I was not able to figure this out. Can you provide guidance or create a video to show this? I have a lot of objects I would like to remove from the list or even sort the order of them
HEY COME BACK!
Love this style of video - you are easy to listen to and learn from. Not robotic like some other Salesforce content!
@AdamFoyston - You are a Legend! Thank you. This demo has really help me.
We miss you!!!
I'm a newbie: and this saved a-day for me :) Thank you... @SANJAYBEEDI
what do i do if i want multiple of the same field that is a picklist?
Salesforce SUCKS. It's decommissioning the only thing we've used that hasn't broken over the years, the Salesforce Outlook Add-In. Now we have to configure our Office 365 Exchange server manually. Salesforce is an absolute joke of a company with a crappy product. I cannot figure out why it's so popular.
I am new to this, I was trying to integrate salesforce with outlook but salesforce doesn't show up after being installed on outlook. So are you saying outlook and salesforce can't work together anymore?
@@rameeshar707 There is an add-on in the Microsoft Store that you can install.
Will it work in Record triggered flow?
When I am trying to log email to a custom record an error appears "We can't log email to this record type". Do you know what could be the problem?
Thank you Adam for the explanation, this is my first time using salesforce