SteveTechArc
SteveTechArc
  • Видео 109
  • Просмотров 53 851
Flow Fiesta: Record Trigger Flow Example, Fast Field Update & Query Records
Faster and Faster into Flows! Today we dive into Record Trigger Flows, and I show the Fast Field Update option. This mode runs early in the Execution Path, so it has great performance. However, it is also limited by what it can do.
In this example, I show a Fast Field Record Trigger Flow on Account. Then I query related Contacts and use a Loop to update a Variable, and then write the value back to the Account.
There may be better ways to do this, but it shows the capabilities of the Flow.
This video is in the Flow Fiesta!
#flowfiesta
#salesforce #architect #flow #fastfieldupdate
Connect with SteveTechArc
Lnk.bio: lnk.bio/stevesimpson
Website: www.stevetecharc.com/
LinkedIn: www.linkedin.com/in/ste...
Просмотров: 35

Видео

Flow Fiesta: Review of Salesforce Flow Types
Просмотров 5414 часов назад
Welcome back to the Flow Fiesta where I dive into Flows from an Architect's point of view. In this video, I review the primary high level flow types. These types represent different ways that the Flows are triggered and what context they have to execute their logic. This is your high level roadmap, we will be diving into specific types in subsequent videos. This video is in the Flow Fiesta! #fl...
Flow Fiesta: Flow Like an Architect
Просмотров 12914 дней назад
Join me on this new Playlist where I am going to be diving into Flows, but from an Architect's Perspective. I am going to share knowledge and approaches to this "Visual Programming" on Salesforce. This video is in the Flow Fiesta! #flowfiesta #salesforce #architect #flow Connect with SteveTechArc Lnk.bio: lnk.bio/stevesimpson Website: www.stevetecharc.com/ LinkedIn: www.linkedin.com/in/stevesim...
Data Cloud Diaries - Data Cloud Triggered Flow
Просмотров 1,5 тыс.3 месяца назад
As we dive back into Data Cloud and I want to share a new feature. Recently I was working in Data Cloud and saw the new Data Cloud Triggered Flow. This is a Flow you can build in the Sales Cloud Org and it can be triggered from changes in the Data Cloud DMOs. It was very easy to monitor for a changed DMO and then quickly do something in the Sales Cloud Org, such as creating a new record. You sh...
Data Cloud Diaries - Ingesting from Amazon S3 - Cool Updates
Просмотров 4713 месяца назад
We are back into Data Cloud and I want to share some cool new updates! There is a new way to create Amazon S3 Data Streams, and I want to show how they work. Although it is an extra step on the first Data Stream, I like how it separates the Credentials from the Data Stream. It makes creating additional Data Streams so much easier. This video is in the Data Cloud Diaries Series. #dataclouddiarie...
Cactusforce 2024 - The Art of Becoming a Salesforce Architect
Просмотров 5516 месяцев назад
In this session, I delve into the diverse paths you can take on your way to becoming a Salesforce Architect. The journey begins the moment you start envisioning the future-planning for growth, expansion, and navigating through potential errors and challenges. This presentation is tailored for individuals embarking on this journey, highlighting essential actions and key principles I believe are ...
Data Architecture: Using a Data Dictionary for Planning Before You Setup in Salesforce
Просмотров 3506 месяцев назад
There is a phrase "Measure Twice, Cut Once" about woodworking and it can help with configuring Salesforce. Sometimes, if at the start of a project, you immediately go into a Sandbox and start adding configurations, you may end up spending more time reworking as the designs get updates. I have been using Data Dictionaries for many years, back when I was working in FoxPro, .NET and Java. It would...
Data Architecture: Survey Data Model Expanded to Dynamic Forms
Просмотров 1316 месяцев назад
In this session I build on the Survey Data Model and show how it can be expanded to handle Dynamic Forms. Dynamic forms is the concept where you can have the following: -Multiple Forms -Questions on Pages -Questions can be conditionally displayed, dependent on the answers to previous questions. -Pages can be conditionally displayed. Once you get a handle on the capabilities of this approach, yo...
Data Architecture: Survey Data Model Explained, Simple to Complex
Просмотров 3046 месяцев назад
This is one of my favorite data model patterns. It starts simply: Need to have dynamic Surveys (ability to add more) which have dynamic Questions (ability to add more) and capture the responses. I have used this model for many years, even back before Salesforce. I have implemented solutions in many different technologies, such as Java, .NET, and even back to FoxPro! This model can start with ju...
Data Cloud Diaries: Overview of Methods for Loading and Ingesting Data into Data Cloud
Просмотров 1 тыс.6 месяцев назад
There are now a number of ways to bring data into Data Cloud. In this session, I provide a summary of the different methods and thoughts on frequency and when you might want to use them. You can be pulling from other Salesforce Products: -Salesforce Core -Salesforce Marketing Cloud -Salesforce B2C Commerce Cloud You can be pulling from Cloud Storage: -Amazon -Google -Azure And you can push data...
Integration Patterns: Options for Achieving Near-Real-Time Notifications to External Systems
Просмотров 3227 месяцев назад
This is a high level overview of potential integration patterns for when you need near-real-time notifications of a change in Salesforce and have it transmitted to an external system in near-real-time. I review: -Flows vs Triggers -Outbound Messages -Platform Events -Change Data Capture -Flow HTTP Callout Actions -External Services -Apex Callouts This will give you a high level view of what the...
Data Cloud Diaries: Using Data Spaces to Separate Your Data and the Extra Steps to Connect
Просмотров 9407 месяцев назад
Data Spaces are a mechanism in Data Cloud that allow you to have separate sets of data and you can control access. This can be helpful when you want to control access, but it can add additional steps when you want to connect. In this session, I walk through some of the additional steps needed to connect to your data (Data Lake Objects, Data Model Objects) when they are assigned to a Data Space....
Data Architecture: Denormalized Object for Imports, Lessons from Data Cloud, NPSP & Field Service
Просмотров 1487 месяцев назад
Importing data can be challenging when your target data model is complex and the source data does not match. In this session, I show creating a target SObject to receive the data directly, and then post processing to place in the target objects. This is not new, this follows existing patterns: a) Non-Profit NPSP has a full Data Import Process that follows this pattern. b) Data Cloud is designed...
Data Architecture: Address, Affiliation, and Relationship Learnings from NPSP Data Model
Просмотров 1817 месяцев назад
As a Data Architect you have to balance the requirements and design an optimal data model. Looking at other implementations, you can learn successful approaches. By diving into the Non-Profit Consultant, I got deep into the NPSP Data Model and saw some great patterns. In this session, I am showing the power of some simple concepts: Household (Account and Contact) Address (Custom object with fle...
Data Cloud Diaries: JDBC Driver Access into Data Cloud from DBeaver
Просмотров 7377 месяцев назад
Data Cloud Diaries: JDBC Driver Access into Data Cloud from DBeaver
Data Cloud Diaries, Data Transformation Demo
Просмотров 1,4 тыс.7 месяцев назад
Data Cloud Diaries, Data Transformation Demo
Across the APIs Platform Event Patterns, Inside of Salesforce, External Subscribers and with Kafka
Просмотров 2717 месяцев назад
Across the APIs Platform Event Patterns, Inside of Salesforce, External Subscribers and with Kafka
Across the APIs: Viewing Platform Events Using The Streaming Monitor
Просмотров 1717 месяцев назад
Across the APIs: Viewing Platform Events Using The Streaming Monitor
Across the APIs: Resilience in Integration,Platform Events and Use Of Replay Id Explained
Просмотров 1507 месяцев назад
Across the APIs: Resilience in Integration,Platform Events and Use Of Replay Id Explained
Across APIs: Salesforce Tooling API Introduction to Automated Developer Control
Просмотров 1957 месяцев назад
Across APIs: Salesforce Tooling API Introduction to Automated Developer Control
Across APIs: Platform Event Behavior Compare to SObject Behavior
Просмотров 1217 месяцев назад
Across APIs: Platform Event Behavior Compare to SObject Behavior
Across APIs: Salesforce Tooling API Viewing and Creating Metadata
Просмотров 3747 месяцев назад
Across APIs: Salesforce Tooling API Viewing and Creating Metadata
Across APIs: Salesforce UI API Can Power Your Own User Interface
Просмотров 1947 месяцев назад
Across APIs: Salesforce UI API Can Power Your Own User Interface
Across APIs: Salesforce GraphQL, Object Schema, Object Query, and Aggregate Query
Просмотров 1497 месяцев назад
Across APIs: Salesforce GraphQL, Object Schema, Object Query, and Aggregate Query
Across the APIs: Salesforce GraphQL Introduction
Просмотров 1417 месяцев назад
Across the APIs: Salesforce GraphQL Introduction
Data Cloud Diaries: Using Data Actions to Send Platform Events to Salesforce Core
Просмотров 1,6 тыс.7 месяцев назад
Data Cloud Diaries: Using Data Actions to Send Platform Events to Salesforce Core
Data Cloud Diaries: Creating a Streaming Insight
Просмотров 5957 месяцев назад
Data Cloud Diaries: Creating a Streaming Insight
Data Cloud Diaries: Accessing Calculated Insights through Data Cloud API
Просмотров 5167 месяцев назад
Data Cloud Diaries: Accessing Calculated Insights through Data Cloud API
Architect Insight: Salesforce Nonprofit Cloud Consultant Certification
Просмотров 2877 месяцев назад
Architect Insight: Salesforce Nonprofit Cloud Consultant Certification
Data Cloud Diaries: SQL Calculated Insight Development
Просмотров 5207 месяцев назад
Data Cloud Diaries: SQL Calculated Insight Development

Комментарии

  • @tamizhumuyirum
    @tamizhumuyirum 16 часов назад

    this is very crisp and neat mr Steve - thanks for this 👍👍

  • @nitintiwari2776
    @nitintiwari2776 День назад

    Thanks Steve! Can you please also cover bulkification in flows?

  • @mucahitbilgin6752
    @mucahitbilgin6752 4 дня назад

    Hi, thanks for the video Can we apply this by using Apex instead of C# ?

  • @CarlosSamuelSanchezMoreno
    @CarlosSamuelSanchezMoreno 14 дней назад

    Thanks for a great video.

  • @RVAraghav
    @RVAraghav 15 дней назад

    Glad to see you back again!

  • @068LAICEPS
    @068LAICEPS 16 дней назад

    I was missing the daily video

  • @ellafedotova2370
    @ellafedotova2370 22 дня назад

    How come ArrivalDate is 2023-00-24 or 2023-13-22? What month is "00" or "13"? I got similar values in my Trailhead Data Cloud Playground

  • @user-du8qv7bm1w
    @user-du8qv7bm1w 25 дней назад

    Can you please share data samples?

  • @jayanthajay2173
    @jayanthajay2173 Месяц назад

    thanks for the detailed demo! very helpful! do you know which edition would i need to use this? can it be done on the professional or starter suite?

  • @saptarshipaul10
    @saptarshipaul10 Месяц назад

    awesome explanation - why JWT to be used and not client credential flow. In summary- 1. O Auth Client Credential flow to be used when Integration user can search or update data in target system. 2. JWT bearer token flow to be used when data to be searched or updated by a specific user (by system) without the user to login explicitly by providing credentials.

  • @davidb7476
    @davidb7476 Месяц назад

    Thank you very much from Spain! This video helps me!

  • @georgesarabia6411
    @georgesarabia6411 Месяц назад

    Steve - Many thanks for sharing your insights! 🎯 One question: Why were you forced to clone the "Pilot User" Profile and create a new "Pilot2" Profile in order to configure the Sharing Set for records in the "Airline Training" custom object? (Phrased differently, why wasn't the original "Pilot User" Profile available when you were configuring the sharing set? After all, you had added the "Pilot User" Profile to the "VFPortal" site. In fact, the "Pilot User" Profile was still not available when you added the "Pilot2" Profile via Setup > Digital Experiences > All Sites > Workspaces > VFPortal > Administration > Available Profiles). Thanks again for sharing this 'deep dive' on Sharing Sets & Sharing Groups with the Ohana! 💡

  • @HansaHansa-o1y
    @HansaHansa-o1y Месяц назад

    A big thanks to you Steve. You have explained in extreme detailed and very helpful sir.

  • @mohnishm
    @mohnishm Месяц назад

    Steve you summed up the entire login in just one video. How cool is that. It presented the complex flows in simplest terms. Thank you.

  • @markwraith
    @markwraith Месяц назад

    This series is great Steve. A question on this one though is what's the benefit of accessing the DMO via the ConnectApi rather than just via normal SOQL, which seems to work ok? Or perhaps that feature has been added since you made the video?

    • @rajat3877
      @rajat3877 Месяц назад

      My question exactly. It's also mentioned in Salesforce documentation that using soql to query DMOs can incur some cost although cost details aren't exactly mentioned. And I also didn't find if ConnectAPI has any querying cost associated with it.

  • @timotheeferraz6805
    @timotheeferraz6805 Месяц назад

    Great video! But missing sound from 9:37 to 16:28. So sad!

  • @FizzFizzFizzFizzFizz
    @FizzFizzFizzFizzFizz 2 месяца назад

    Thanks mate!

  • @lenickramone
    @lenickramone 2 месяца назад

    Amazing video!

  • @lenickramone
    @lenickramone 2 месяца назад

    What an amazing video right there!

  • @shivamv240
    @shivamv240 2 месяца назад

    Great video

  • @lenickramone
    @lenickramone 2 месяца назад

    Amazing video!

  • @ChrisHudson-nm4kh
    @ChrisHudson-nm4kh 2 месяца назад

    Super helpful Steve! Keep em coming!

  • @brandylynlanders4225
    @brandylynlanders4225 2 месяца назад

    Steve this was very helpful, thank you!

  • @shivamv240
    @shivamv240 2 месяца назад

    Great video

  • @pubgfun3689
    @pubgfun3689 2 месяца назад

    I need insert record in custom object? How to do it

  • @TolaAjao
    @TolaAjao 2 месяца назад

    Not sure how i get the 'Source'. I keep coming up with error. tried several combinations

  • @rfacerta
    @rfacerta 2 месяца назад

    Hi Steve, thanks for your explanation. I need to deploy a SF CRM Bundle into more than one data space, the process works ok for DLOs, DMOs and mappings, but when I check the relationships they are not present when I deploy to a new dataspace, but they are ok for the default data space. The Key Qualifier (for foreing-keys) fields for DLOs in the new Data Space are also missing, and then I suppose this is the reason why the relationships disappeared in the second data space. Is there a way to replicate the whole data model into two dataspaces ? Thanks.

  • @user-jz6pq4zx3e
    @user-jz6pq4zx3e 2 месяца назад

    Great stuff. Is there a lecture on how to integrate Splunk with Salesforce? I am looking to read the event monitoring data in Salesforce. Thanks in advance.

  • @williamlopez2640
    @williamlopez2640 2 месяца назад

    Hello I like your series of videos Short, clear and to the poin. I just have a question in 1a the request should get up to the Salesforce instance and when it detect user is not authenticated it’s when user is redirected right?

  • @vikasmishra8421
    @vikasmishra8421 3 месяца назад

    For Mobile number where we can not store secret key...what can be done

  • @debmalyasaha8237
    @debmalyasaha8237 3 месяца назад

    @Steve could you please post similar for python connector.

  • @Krishanu-zk9ef
    @Krishanu-zk9ef 3 месяца назад

    Hi Steve, Please help me to understand how the data cloud can be aligned with a development model : build, test, SIT, UAT, production rollout? Assuming I have data cloud in my primary Salesforce org.

  • @Krishanu-zk9ef
    @Krishanu-zk9ef 3 месяца назад

    Hi Steve, Please help me to understand how the data cloud can be aligned with a development model : build, test, SIT, UAT, production rollout? Assuming I have data cloud in my primary Salesforce org.

  • @SajedulIslam-nc7vh
    @SajedulIslam-nc7vh 3 месяца назад

    There is a problem with your channel

  • @gabrielmota6446
    @gabrielmota6446 3 месяца назад

    Hi! Great video. What is a fully qualified key and what is its purpose?

  • @SumitK24
    @SumitK24 3 месяца назад

    Much appreciated. Thanks.

  • @SalesforceUSA
    @SalesforceUSA 3 месяца назад

    Good video ......

  • @AnbuV
    @AnbuV 3 месяца назад

    @stevetecharc Content is great. Kindly reverse the order of the videos in the playlist for it to play from start to finish.

  • @WenboZhou
    @WenboZhou 3 месяца назад

    Thanks for sharing on this new flow type Steve. Very helpful. What if the region object are situated in another org, what type of integration approach we can leverage?

  • @068LAICEPS
    @068LAICEPS 3 месяца назад

    Thanks for great explanation and demo

  • @akashdeep8229
    @akashdeep8229 3 месяца назад

    Quick question: won't it create duplicate storage in Salesforce?

  • @santoshsundar1186
    @santoshsundar1186 4 месяца назад

    Great video Steve. It would have been nice to include Large number of records or show a CSV being imported too. Single record is good but doesn't justify the Bulk API concept.

  • @Sang_c
    @Sang_c 4 месяца назад

    Thank you Steve!

  • @kennethsmithjr3
    @kennethsmithjr3 4 месяца назад

    I keep getting "unsupported_grant_type"

  • @scottstafford3347
    @scottstafford3347 4 месяца назад

    Hey Steve, Scott Stafford here. Your video was a blast! It was a bit fast-paced, so I might need to give it another watch, but that last part had me in stitches when you mentioned staying Nerdy out there. Very cool

  • @RVAraghav
    @RVAraghav 4 месяца назад

    Thanks for this excellent video Steve. I couldn’t find any video on activation. Could you share the link if available?

  • @salvatoreviticchie7671
    @salvatoreviticchie7671 4 месяца назад

    how do u connect amazon redshift to data cloud?

  • @nagasriakula3933
    @nagasriakula3933 4 месяца назад

    Thank you ... a very helpful vedio

  • @karbon32
    @karbon32 4 месяца назад

    Can I put my custom rules?

  • @thaliagerardo3477
    @thaliagerardo3477 4 месяца назад

    Promo>SM