Salesforce Break
Salesforce Break
  • Видео 103
  • Просмотров 116 830
Dynamic Prefill for Salesforce Jotform Integration
Jotform dynamic prefill functionality fills in the information on your Jotform form with Salesforce data. Exciting.
This video is sponsored by Jotform: www.jotform.com/
Read the blog post here: salesforcebreak.com/2024/10/22/dynamic-prefill-for-salesforce-jotform/
Watch the previous video here: ruclips.net/video/0TSd0EfxePM/видео.html
Просмотров: 156

Видео

Dreamforce 2024 - Top Insights: Agentforce and more
Просмотров 2113 месяца назад
Are you wondering what I think about the Dreamforce announcements? I summed up my thoughts under 8 headlines. I summarized and talked through most points in this video. Read my latest to find out in detail: salesforcebreak.com/2024/09/24/dreamforce-2024-reflections/
How To Compare Flow Versions Using Gearset
Просмотров 2883 месяца назад
As you know Gearset will help you deploy your flows from one environment to another. With their new functionality they implemented a visual comparison tool for flow. It is really cool, check it out. This video is sponsored by Gearset. Please check out their full functionality on their website: gearset.com/
How The Transform Element Saves You Loops
Просмотров 2,2 тыс.4 месяца назад
Check out this awesome Winter 25 functionality. Do you like blog posts over RUclips videos? No problem. Here is the blog post accompanying this video that walks you through this solution: salesforcebreak.com/2024/08/14/how-the-transform-element-saves-you-loops/
Use Einstein to Build Your Flows
Просмотров 1,9 тыс.8 месяцев назад
Check out this video to learn how Einstein for Flow (AI) helps you build the first draft of your Salesforce flow. I gained pre-release access to this product and prepared this demo for you. To buy the Flownatic Salesforce Break merch (T-shirt and hat), go to SalesforceBreak.com/shop Read all the 12 Top Salesforce Flow Features here: salesforcebreak.com/2024/04/30/top-12-salesforce-summer-24-flo...
Panel: Salesforce Digital Experience Security - Jacksonville Architects
Просмотров 1178 месяцев назад
Guest User Security for Low-Code and Code Applications on Digital Experience (Community) sites. Well-architected and best practice recommendations.
Incredible New Salesforce Flow Features in Summer 24
Просмотров 4,6 тыс.8 месяцев назад
I read the release notes and demoed the new functionality for you.
More Clicks or Less Clicks
Просмотров 498 месяцев назад
How do you design the flow builder? What should be your objective? #salesforce #flow #automation
Learn Salesforce Flows with Andy Engin Utkan: A Tour of Popular Flow Types
Просмотров 4429 месяцев назад
In this Gainesville Trailblazer User Group meeting, I delivered an introductory teaching session on various flow types and answered many questions that most folks have related to Salesforce Flow Automation. I thank Talia Johnson and Leah Zissimopulos Fraser for inviting me. Go Gators! Flownatic Slack Workspace Invitation: join.slack.com/t/flownatic/shared_invite/zt-1ybmo16t0-FPnp~gNOXXMX8ab6d2fw_g
What are the Highlights from Salesforce TrailblazerDX?
Просмотров 949 месяцев назад
What are the Highlights from Salesforce TrailblazerDX?
Transform & HTTP Callout for Random Test Data
Просмотров 29011 месяцев назад
Transform & HTTP Callout for Random Test Data
Improve Email Deliverability with Salesforce DKIM Setup - Short Tip
Просмотров 1,8 тыс.11 месяцев назад
Improve Email Deliverability with Salesforce DKIM Setup - Short Tip
Generate a Flow Tutorial with ChatGPT - Short Tip
Просмотров 27911 месяцев назад
Generate a Flow Tutorial with ChatGPT - Short Tip
Copy, Cut, and Paste Salesforce Flow Elements - Short Tip
Просмотров 1,5 тыс.11 месяцев назад
Copy, Cut, and Paste Salesforce Flow Elements - Short Tip
Migrate to Flow - Validation Rule - Short Tip
Просмотров 22011 месяцев назад
Migrate to Flow - Validation Rule - Short Tip
Guest User Digital Experience Flows with Yumi Ibrahimzade
Просмотров 230Год назад
Guest User Digital Experience Flows with Yumi Ibrahimzade
UnofficialSF: Admin's Secret Toolbox
Просмотров 492Год назад
UnofficialSF: Admin's Secret Toolbox
Build Jotform Forms That Work With Salesforce
Просмотров 274Год назад
Build Jotform Forms That Work With Salesforce
Reactive Screen Flows: How Jeff Kranz Developed a Game
Просмотров 407Год назад
Reactive Screen Flows: How Jeff Kranz Developed a Game
Salesforce Identity Flows with Mahesh Somineni - Jacksonville Architects
Просмотров 292Год назад
Salesforce Identity Flows with Mahesh Somineni - Jacksonville Architects
Custom Error Messages in Salesforce Winter 24 - How Do They Work?
Просмотров 662Год назад
Custom Error Messages in Salesforce Winter 24 - How Do They Work?
Custom Error Messages in Flow - Winter 24 - Best Hack Ever?
Просмотров 812Год назад
Custom Error Messages in Flow - Winter 24 - Best Hack Ever?
Call ChatGPT AI from Salesforce Flow
Просмотров 1,9 тыс.Год назад
Call ChatGPT AI from Salesforce Flow
Salesforce Scheduler Demo with Chatbot by Svet Voloshin - Jacksonville Architects
Просмотров 602Год назад
Salesforce Scheduler Demo with Chatbot by Svet Voloshin - Jacksonville Architects
Best Hack Ever: Use Emojis in Flow to Show Up/Down on the Page Layout
Просмотров 410Год назад
Best Hack Ever: Use Emojis in Flow to Show Up/Down on the Page Layout
Connect Systems without Code using Mulesoft Composer with Joey Chan - Jacksonville Architects
Просмотров 218Год назад
Connect Systems without Code using Mulesoft Composer with Joey Chan - Jacksonville Architects
Easy HTTP Callout Builder with Josh Dayment - Salesforce Spring 23
Просмотров 4,3 тыс.2 года назад
Easy HTTP Callout Builder with Josh Dayment - Salesforce Spring 23
Spring 23 Flow Features: Data Table (GA) & Choice Lookup (beta)
Просмотров 2 тыс.2 года назад
Spring 23 Flow Features: Data Table (GA) & Choice Lookup (beta)
Diagramming Salesforce Solutions by Matthew Morris - Jacksonville Architects
Просмотров 1,3 тыс.2 года назад
Diagramming Salesforce Solutions by Matthew Morris - Jacksonville Architects
Does Teaching On Udemy Make Money?
Просмотров 6442 года назад
Does Teaching On Udemy Make Money?

Комментарии

  • @Kadir_Suleymanoglu
    @Kadir_Suleymanoglu 14 дней назад

    @Salesforcebreak , I use a combination of Claude, VS Code and coding assistants Aider and Cody to take a rough list of requirements and with a series of standardised prompts, I create detailed requirements, user stories and sprint documents. Then I use Aider in VS Code to aid with the implementation, repository commits and project progress. It's a very iterative process.

  • @AypChemitikanti
    @AypChemitikanti 2 месяца назад

    Hi @Salesforce Break, I followed all the steps in the help article, but I'm not seeing the option to create a draft flow using Einstein. Could you please assist me with this? thank you

    • @SalesforceBreak
      @SalesforceBreak 2 месяца назад

      This was scheduled to be GA by now, I am not sure of the latest status. But even if it is GA, it requires at least one single paid Einstein license (e.g. Einstein for Sales or Einstein for Service).

  • @shabazztorres5285
    @shabazztorres5285 2 месяца назад

    I do apologize if I am leaving a random comment here but figured I’d start somewhere. Looking to upgrade my Business Analyst skills on/for Salesforce- Any leads would be appreciated- thank you! 😊

    • @SalesforceBreak
      @SalesforceBreak 2 месяца назад

      No worries. Please look up Vanessa Grant and and Pei Mun Lim (@OnThePeiRoll) on Google. BA is their area on the Salesforce side.

  • @JohnPhillips-yp7kd
    @JohnPhillips-yp7kd 3 месяца назад

    Big thanks to the last 30 seconds this video! That trick saved me an unknowable amount of time, and this is the only place I found anything like it.

    • @SalesforceBreak
      @SalesforceBreak 3 месяца назад

      You are most welcome. I need to do more short videos on tips like this.

  • @awesomekj5812
    @awesomekj5812 4 месяца назад

    Is it like new offering from Gearset because I remember seeing XML version of flow metadata in gearset but not visual representation of flow itself ?

    • @SalesforceBreak
      @SalesforceBreak 4 месяца назад

      Yes, this is brand new. Definitely watch the video. It is not long. But if you don't have time now, advance to 3:00 you will see it. It is very good. You still have the XML option.

  • @cburt22ify
    @cburt22ify 4 месяца назад

    This is amazing - is there any concern with regards to using these components if you are consulting for a client in the public sector?

    • @SalesforceBreak
      @SalesforceBreak 4 месяца назад

      You would have to ask the client. There are clients that may not allow these. However I know consultants use these component in client Orgs. I have.

  • @MichaelAraujo-i9u
    @MichaelAraujo-i9u 4 месяца назад

    Thanks Sir, this saved me a lot of work!

    • @SalesforceBreak
      @SalesforceBreak 4 месяца назад

      @@MichaelAraujo-i9u you are most welcome

  • @dero979
    @dero979 4 месяца назад

    How are you able to use a text collection in the Transform element? I only have Record and and Apex-Defined as options. thanks

    • @SalesforceBreak
      @SalesforceBreak 4 месяца назад

      This is available in Winter 25. Try it in a preview dev org, sandbox or pre-release trial org that runs on Winter 25.

  • @HouseOfShanks
    @HouseOfShanks 4 месяца назад

    Oh nice!! That’ll be huge with saving loops, I was working on a flow last week where this will be super helpful!

    • @SalesforceBreak
      @SalesforceBreak 4 месяца назад

      @@HouseOfShanks awesome, Shanks, thanks for watching.

  • @WhatTheFIsUpDennys
    @WhatTheFIsUpDennys 4 месяца назад

    Great video. I really appreciate how concise you are in your explanations of features. Thanks!

    • @SalesforceBreak
      @SalesforceBreak 4 месяца назад

      I am happy you like it. You are most welcome.

  • @nickphillips8972
    @nickphillips8972 4 месяца назад

    first comment, woohoo!

  • @Rotive
    @Rotive 4 месяца назад

    Thanks Andy! This is very helpful!

    • @SalesforceBreak
      @SalesforceBreak 4 месяца назад

      You are welcome. Remember the profile based flow access, that came after this video.

  • @dineshsuthar9156
    @dineshsuthar9156 5 месяцев назад

    Everyone is jumping to NO CODE

    • @SalesforceBreak
      @SalesforceBreak 4 месяца назад

      Low code, no code, pro code. Whatever works in your case.

  • @AvinashVutukuri
    @AvinashVutukuri 5 месяцев назад

    It would be helpful if u showed us how to activate Einstein for flows

    • @SalesforceBreak
      @SalesforceBreak 4 месяца назад

      I can’t because it is not available other than closed beta. Salesforce should make an announcement soon for the open beta phase.

    • @AvinashVutukuri
      @AvinashVutukuri 4 месяца назад

      @@SalesforceBreak how to use tat Nw, any trail closed beta orgs available?

  • @iravi6492
    @iravi6492 6 месяцев назад

    In my org Einstein feature not available any reason?

    • @SalesforceBreak
      @SalesforceBreak 4 месяца назад

      Check other comments please it is in closed beta.

  • @iravi6492
    @iravi6492 6 месяцев назад

    Is it t build from Einstein for developer in vs code we can create flows ??

    • @SalesforceBreak
      @SalesforceBreak 4 месяца назад

      This is not Copilot if that is what you are asking.

  • @DhineshKumarKandasamy
    @DhineshKumarKandasamy 6 месяцев назад

    Great explanation, how shall I try this in dev? Any possibilities to get a dev org with Einstein enabled?

    • @SalesforceBreak
      @SalesforceBreak 6 месяцев назад

      If you are not a partner with Salesforce, you cannot try it yet. It is in closed beta. It will be in open beta soon (maybe within a month). I'd imagine it would come to partner demo/dev orgs then. If you want to try it as Salesforce customer in a prod, dev or sandbox org, you can join the open beta once it is announced as long as you have purchased at least one Einstein product. Salesforce should announce and clarify this all soon.

    • @DhineshKumarKandasamy
      @DhineshKumarKandasamy 6 месяцев назад

      @@SalesforceBreak Thanks

  • @williamdixon7599
    @williamdixon7599 7 месяцев назад

    Great work Andy! Loving it! 👍🏾🤙🏾👍🏾

  • @Deniz-ss1sv
    @Deniz-ss1sv 7 месяцев назад

    Super helpful. Thank you so much for sharing your knowledge!

  • @amandlathree
    @amandlathree 7 месяцев назад

    Yumi - you are the best flow instructor from whom I’ve ever taken a class. I’ve been working in Salesforce for over 13 years. However, I came to flow a bit late. I’d been working at a company that used process builder mostly, and the team wasn’t comfortable moving to flow. So when I moved to another company in 2022, I dove in and crash coursed myself in flow knowing that Salesforce was retiring process builder and workflows. Needless to say, I had lots of catching up to do! I took a variety of courses on Udemy, but most instructors talk too much. I just wanted to dive in, and that’s what you did in your course. You work effortlessly, which has transferred to me now! I just needed clarification on some things, and that’s what you’ve done. My confidence has skyrocketed. Thank you!

  • @joeyvillaceran6204
    @joeyvillaceran6204 7 месяцев назад

    Been a subscriber since pandemic and still here. Very Helpful! Thank you!

    • @SalesforceBreak
      @SalesforceBreak 7 месяцев назад

      Music to my ears. Thank you. I appreciate the feedback.

  • @AdityaPrasadPatro
    @AdityaPrasadPatro 7 месяцев назад

    Superb Summary.

    • @SalesforceBreak
      @SalesforceBreak 7 месяцев назад

      Thank you. I am happy you enjoyed it.

  • @cg-ek6re
    @cg-ek6re 7 месяцев назад

    Great content!

    • @SalesforceBreak
      @SalesforceBreak 7 месяцев назад

      Awesome. I love the feedback. Thank you.

  • @cg-ek6re
    @cg-ek6re 7 месяцев назад

    I don't see any value from turning on the Automation App currently do you?

    • @SalesforceBreak
      @SalesforceBreak 7 месяцев назад

      Why not use it. I like the searchable list view. Salesforce will be building new functionality on top of this in the coming releases.

  • @qkatrk
    @qkatrk 7 месяцев назад

    I wanted to try these but my environment doesn't suggest generative AI for flow building. Do you know how I can enable this feature? I am using a Generative-AI-enabled trailhead playground.

    • @SalesforceBreak
      @SalesforceBreak 7 месяцев назад

      You cannot at this point. It is in closed pilot/beta phase. But good news, with Summer 24, it is going to be in open beta. The terms should be announced soon.

  • @KevinSpecialK
    @KevinSpecialK 8 месяцев назад

    I'm not able to see Run Flow on the guest profile. Did I miss a step?

    • @SalesforceBreak
      @SalesforceBreak 8 месяцев назад

      A couple of things changed since then, you may have to give explicit access to the individual flow on the guest profle. See: help.salesforce.com/s/articleView?id=sf.flow_distribute_security.htm&type=5

    • @KevinSpecialK
      @KevinSpecialK 8 месяцев назад

      ​@@SalesforceBreak Unfortunately, my scenario doesn't seem to be working. I have a guest as an API user for an managed app. The issue is that when the API updates the status of a order, there should be a flow to email a list of individuals notifying of the change. But since the API user making the change is a guest, the flow doesn't trigger. Also, this is a record triggered flow

    • @SalesforceBreak
      @SalesforceBreak 8 месяцев назад

      @@KevinSpecialKcan you publish a platform event. Platform event triggered flows can be set up to change context.

  • @ravipratap8523
    @ravipratap8523 8 месяцев назад

    Hi @SalesforceBreak, I really enjoyed your video! I also watched your "New Salesforce Flow Features in Summer '24" video. I was wondering if you could demonstrate email token threading in a future video. I'm curious about how it works, whether it applies to all objects, and if it functions similarly to email-to-case. If you could create a video covering these aspects, that would be fantastic!

    • @SalesforceBreak
      @SalesforceBreak 8 месяцев назад

      I will add this to my to-do list, but I am not sure I will get to it soon. Thanks for the comment, and thanks for watching.

  • @jenniferd5066
    @jenniferd5066 8 месяцев назад

    Very interesting to watch the outcomes. Great scenarios that you put together, with variety, too. Thank you for the walk through.

  • @MattWilczek
    @MattWilczek 8 месяцев назад

    Thanks for taking the time to explore the Einstein Flow builder capabilities. Very interesting. Nicely done.

    • @SalesforceBreak
      @SalesforceBreak 8 месяцев назад

      Thanks, Matt. Thanks for the comment, too.

  • @Jen-ij1tj
    @Jen-ij1tj 8 месяцев назад

    Super Summary, thank you. These are all big shifts in the way we address a solution and even oversee an instance. SF is full steam ahead.

  • @SalesforceBreak
    @SalesforceBreak 8 месяцев назад

    Somebody asked. ​​⁠I don’t think I will make a video on the URL redirect change. My understanding is that you need to add your sites/URLs here to avoid potential issues. If these are Salesforce URLs you should be OK. help.salesforce.com/s/articleView?id=sf.security_trusted_urls_manage.htm&type=5

  • @ravipratap8523
    @ravipratap8523 8 месяцев назад

    I just watched your video and I'm amazed by the new features. I have a question: How can I access these features in my sandbox? I'm unable to see them.

    • @SalesforceBreak
      @SalesforceBreak 8 месяцев назад

      You can get a Summer 24 preview dev org here to play with this: www.salesforce.com/form/signup/prerelease-summer24/ and depending on your data center location and timing a new or refreshed sandbox will give you the new release. Check the release schedule and info posts. I think there is a Trailhead module for this too.

    • @ravipratap8523
      @ravipratap8523 8 месяцев назад

      ​@@SalesforceBreak Many thanks for your assistance. I truly appreciate your efforts.

  • @LaVonneCarlson-pf5sc
    @LaVonneCarlson-pf5sc 8 месяцев назад

    Thanks, this was a great overview! I'm looking forward to having a sortable list view for flows, and being able to debug on a selected record in scheduled flows. I agree that having the API names auto-generate is going to be a pain in the neck, though.

    • @SalesforceBreak
      @SalesforceBreak 8 месяцев назад

      Yes, and the list is searchable too. Thanks for your comment.

  • @auballble93
    @auballble93 8 месяцев назад

    Omg thank you so much for doing this!! Is the Automation need to be activated by SF Admin?

    • @SalesforceBreak
      @SalesforceBreak 8 месяцев назад

      You are welcome. It is a setting under setup and process automation settings there. To access that you would need to be an admin.

    • @auballble93
      @auballble93 8 месяцев назад

      @@SalesforceBreak I don't see a checkbox to add Automation to the App Launcher in the Process Automation Settings.

    • @SalesforceBreak
      @SalesforceBreak 8 месяцев назад

      @@auballble93 the org you have is probably not on Summer 24 yet, you will need a preview org.

    • @auballble93
      @auballble93 8 месяцев назад

      @@SalesforceBreak Gotcha. I will wait for Sandbox refresh. By the way, will you be doing a video on one of the components for Summer '24: End of Redirections for Legacy Salesforce URLs? I have not been able to get the support about this update and I'm nervous about this.

  • @daniellelapidus153
    @daniellelapidus153 8 месяцев назад

    Your demo of new flow features was so helpful, thank you very much!

    • @SalesforceBreak
      @SalesforceBreak 8 месяцев назад

      You are most welcome. Please share.

  • @RVAraghav
    @RVAraghav 8 месяцев назад

    So refreshing to see you in videos! thanks for doing this.

  • @thiagofernandes8596
    @thiagofernandes8596 8 месяцев назад

    These new operators and this new way of using screen components in decision and also the autolauched debugs are my favorites so far.

  • @anne-mariemessineo2244
    @anne-mariemessineo2244 9 месяцев назад

    Thank you so much! Was having problems with getting this to run (and troubleshooting was impossible) and it seems it was because I had it in a Create or Update. Switched to Create Only and now I see it work. PHEW! So glad I found your video!

  • @MikeAtCirrius
    @MikeAtCirrius 9 месяцев назад

    @salesforcebreak Andy - based on this Cautionary Tale of using the Custom Error messages in Flow, do you have any guidance or best practices on how to avoid this issue? Perhaps trying to consolidate any Custom Error messages into a single Flow if used for "validation" purposes? I would appreciate any thoughts you may have on the subject. ~ Thanks!

    • @SalesforceBreak
      @SalesforceBreak 9 месяцев назад

      There are several UI pitfalls with this at the moment. Some are: 1) When you use a custom error message on the back of a record change that can be done via a path component, the message appears on top in red and disappears. You cannot control where and how it appears. 2) The messages appear in sequence. Before save, after save, and validation rules don't show up at the same time. I built many fault paths for a client and connected them to the custom error message element. They said they ended up removing all, because they wanted to see the messages by other automations/code/validations, but they could not when this design was active. I heard a few other complaints but I cannot remember all of them. I think in the future we will be able to do all this inside flow rather than inside validation rules, but we are not there yet. For now, it would be best if you could build all such errors into validations before save flows or after save flows for each object. And refrain from building flow custom error validation triggering on stage changes.

    • @MikeAtCirrius
      @MikeAtCirrius 9 месяцев назад

      Excellent insight! Thank you for your time@@SalesforceBreak

    • @SalesforceBreak
      @SalesforceBreak 9 месяцев назад

      @@MikeAtCirrius Thanks for the inspiration, this will be a blog post soon.

    • @SalesforceBreak
      @SalesforceBreak 9 месяцев назад

      Here it is: salesforcebreak.com/2024/03/27/four-tips-for-leveraging-custom-errors-in-flows/

  • @nicolamitcham5986
    @nicolamitcham5986 11 месяцев назад

    this looks great I gotta try it out - many thanks for the simple explanation!

  • @jimgsewell
    @jimgsewell 11 месяцев назад

    That's a great use of an API and a wonderfull demo/explaination of how to make it work. Thank you

    • @SalesforceBreak
      @SalesforceBreak 11 месяцев назад

      Thanks for watching and dropping a line.

    • @SalesforceBreak
      @SalesforceBreak 11 месяцев назад

      Great to hear. Let me know how it goes.

  • @yogarajkv1245
    @yogarajkv1245 11 месяцев назад

    Nice tip

  • @cindytansin8168
    @cindytansin8168 11 месяцев назад

    Good info. I had an idea that I'd like to display a red flag if I've decided that a contact should not be called because it is not a viable lead or the client is unfriendly. A short video on how to do this would be great. Thanks!

  • @AfaAliyeva-yv7vj
    @AfaAliyeva-yv7vj 11 месяцев назад

    Saol hocam, I didn`t know that we can copy multiple elements!

  • @cassioorsi
    @cassioorsi Год назад

    Great tips!

  • @SalesforceBreak
    @SalesforceBreak Год назад

    Updated blog post with instructions: salesforcebreak.com/2023/01/10/http-callout-beta-in-salesforce-spring-23/

  • @AfaAliyeva-yv7vj
    @AfaAliyeva-yv7vj Год назад

    Merhaba Hocam! Very useful video first of all! I had the similar requirement and tested both VR and Custom Error for required fields validation and with Validation Rule I had a disadvantage as user was not able to return to the previous stage if they change the stage from the path. With custom error I`m not able to hyperlink the field name like it does with VR pop up message. So looks like both options have room for improvement.

  • @salesforcetr
    @salesforcetr Год назад

    Thanks for sharing this great video. I had some questions for SSO in my mind and after watching this video totally understand the structure.

  • @RVAraghav
    @RVAraghav Год назад

    Hey Andy, can you do like a room tour with all the equipments? Lightning looks great 😅

  • @aphroditeshefali490
    @aphroditeshefali490 Год назад

    Can w get free pdf link of this group pls