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Ship the Force
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Добавлен 12 дек 2019
Shippin' Salesforce knowledge one video at a time. The Salesforce community's go-to channel to learn, stay up-to-date, and discuss all things Salesforce. For a free consultation, inquire at shiptheforce@gmail.com.
Salesforce Tutorial - How to Debug Lightning Flow Builder
In this video, we show you how to use the Debug feature in Salesforce's Lightning Flow Builder!
Have questions? Email me at shiptheforce@gmail.com or leave a comment! Enjoy!
Have questions? Email me at shiptheforce@gmail.com or leave a comment! Enjoy!
Просмотров: 3 033
Видео
Which Salesforce tool is the BEST??? [Workflow Rules vs. Process Builder vs. Flow Builder]
Просмотров 5 тыс.4 года назад
Say it with me now: CLICKS. NOT. CODE. In Salesforce it's important to understand which configuration tool to use in any given situation. In this video we go over the 3 main options in Salesforce: 1. Workflow Rules, 2. Process Builder, and 3. Flow Builder. We discuss the pros and cons of each, and dive deep into when to use each.
How to Execute Apex from a Flow Action in Salesforce [TUTORIAL]
Просмотров 12 тыс.4 года назад
In this Salesforce Tutorial video we discuss how to invoke and execute your Apex Actions from a Flow (built in the Lightning Flow Builder) using a Custom Action. This design pattern will help you solve for requirements that call for enabling a user to click a button on their UI to trigger logic in the back-end. Timestamps: 1:28 - Step 1: Create your Flow 3:11 - Step 2: Make APEX invocable 4:25 ...
Salesforce - Lightning Flow Builder - Tutorial 2020 [COMPLETE]
Просмотров 21 тыс.5 лет назад
Timestamps: 0:55 - What is Lightning Flow? 1:23 - User Story/Requirements we solve for in the tutorial 3:04 - Lightning Flow Best Practices 8:10 - Screen Flow vs Autolaunched Flow 9:40 - Get Current Opportunity Record (Element: Get Records) 14:50 - Passing the current Record's Id to a Variable in the Flow 16:05 - Creating a User Input Screen (Element: Screen) 19:40 - Create a Project Record in ...
Introducing Salesforce's NEW Data Privacy and Consent Management Features!
Просмотров 6 тыс.5 лет назад
In this video we explore the new features Salesforce has released as a part of their Data Privacy and Consent Management feature set. We go over the new objects they've released, such as Individual, Authorization Form objects, and the Contact Point Type Assignment object, as well as other features such as the ability to tag your fields with their Compliance Categorization. If your company deals...
Is it possible to implement Salesforce on a budget??
Просмотров 8305 лет назад
Implementing new technology in your company can be time consuming and expensive, and a Salesforce implementation is no different. So, is it possible to implement Salesforce on a budget, or do you need a massive budget to make Salesforce worth your while? In today's video, we answer that question. Contact Email: shiptheforce@gmail.com The 5 ways to implement Salesforce on a budget that we go ove...
Great video! few missing steps but can be figured out. For all for those that get stuck when doing the loop part. First You need to create a "Record" Collection variable and then use it in the "Get project Resource" Element. THEN select 1) How many records to store - All. 2) How to store record data - Choose Fields and Assign variables(Advanced). You can then select the new Record collection variable in the loop. Unfortunately this step is missing from the video
I usually hate these kinds of videos and never leave a comment, but damn that was concise and informative
Very informative! I learned a lot in just 1 video. Thank you
Can we create Task after 1 day record created ??? because it asked directly date and time to select . should i work on record trigger flow?? but where to mention ! day after task will assign ?? plz suggest????
Best Flow tutorial I watched! Explanation is concise. Thank you for explaining why you use the elements and how to use them.
Kudos! Nice work.
Good video, I see you don't have many videos. You should make more, you are good at it. But I see many others have said the same thing and your last one was a year ago. So I'm guessing that won't happen. You know... life.
Thanks for your video, it's really well done and so well explained! I really hope to keep learning from you :)
Can anyone tell me why does the collection variable in the loop does not appear? I have no choices available. I´ve followed all the steps so far and I´m stucked at this point. (min 31:45) Thanks!
THANK YOU for a great Tutorial Ship the Force!!! For the newbs like me, here are the custom objects and fields I created to be able to follow this tutorial Custom Object #1 Project / Project__c / Custom Object Custom Fields: Expected Duration (Months) / Expected_Duration_Months__c / Number(18, 0) Project Lead / Project_Lead__c / Lookup(User) Start Date / Start_Date__c / Date Custom Object #2 Project Resources / Project_Resources__c / Custom Object Custom Fields: Email / Email__c / Email Opportunity / Opportunity__c / Lookup(Opportunity) Project / Project__c / Lookup(Project) Resource / Resource__c / Lookup(User) When you get to minute 30:42, below the yellow triangle with the exclamation mark you will see "How Many Records to Store", you need to select "All records" - (This isn't shown in the video)
I wish you were still making videos. You do a great job of explaining SF.
Thank you
This was such an amazingly good explanation. Thanks a lot! Especially for the time line. That shows why these tools overlap each other and why there is a legacy element to them.
Thanks for making this video. Very helpful
Hi. This was very nice. I like your voice. It’s soothing. I also learned some thing about salesforce. I’m excite to see more
Flow failed. Problem in the Email Collection variable. When I manually assign emails, it works. Following are the debug How the Interview Started Vinu Varghese (0056g000003HFQb) started the flow interview. API Version for Running the Flow: 51 Some of this flow's variables were set when the interview started. recordId = 0066g00003VXjYmAAL GET RECORDS: Get_Current_Opportunity_Record Find all Opportunity records where: Id Equals {!recordId} (0066g00003VXjYmAAL) Store the values of these fields in Get_Current_Opportunity_Record: Id, OwnerId Result Successfully found records. SCREEN: Create_Project Number: Expected_Length_Months Label: Expected Length (Months) Value at run time: 22 Date: Start_Date Label: Start Date Value at run time: April 1, 2021 Checkbox: Create_Task_for_Project_Resources Label: Create Task for Project Resources Value at run time: true Selected Navigation Button: NEXT CREATE RECORDS: Create_Project_Record Create one Project__c record where: Expected_Duration_Months__c = {!Expected_Length_Months} (22) Project_Lead__c = {!Get_Current_Opportunity_Record.OwnerId} (0056g000003HFQbAAO) Start_Date__c = {!Start_Date} (April 1, 2021) Result A record is ready to be created when the next screen, pause, or local action is executed or when the interview finishes. {!ProjectId} = a0E6g0000060NeCEAU GET RECORDS: Get_Project_Resources_Records Find all Project_Resource__c records where: Opportunity__c Equals {!recordId} (0066g00003VXjYmAAL) Store the values of these fields in Get_Project_Resources_Records: Id, Email__c, Resource__c Result Successfully found records. LOOP: Loop_Through_Project_Resource_Records End Loop. UPDATE RECORDS: update_Project_Resource_Records Find all Project_Resource__c records where: Opportunity__c Equals {!recordId} (0066g00003VXjYmAAL) Update the records’ field values. Project__c = {!ProjectId} (a0E6g0000060NeCEAU) Result All records that meet the filter criteria are ready to be updated when the next screen, pause, or local action is executed or when the interview finishes. SEND EMAIL: Send_Email_to_Resources Inputs: emailBody = New Project Has Been Created emailAddressesArray = {!EmailCollection} (null) emailSubject = NEW PROJECT CREATED
No point watching, doesn't give you details for custom objects which you need to build the flow he demos
one of the best tutorial on Flow! great job!
Awesome!,... waiting for more . Thanks
2:55 to 3:05 did include the fields of Project object somewhere? Edit: you showed just the layouts for the objects i supposed to guess relationships and processes ok.....
Great demo to watch but not actually build because it is incomplete and does not show the build out for the project and project resource. Can you please give a companion video to assist with this?
Great and informative video. Thanks.
I have some questions: 1. How come my custom fields come up on the left side "Set field values for the project" but not on the value side. See 23:12 time area, for example, the Start date comes up for both but the end date only comes up on the left side. And Store ProjectID in Variable does not come up for me? Please see my screenshot. www.evernote.com/shard/s315/sh/1984ead8-d315-4917-980d-3ccee5c09c21/fca147d64a37af49bef2b7221f4ad930 And was there or did you have to create a custom object with custom fields called "Project"? because I did not see it in object manager in my developer org.
Great job on this flow. I can't wait to see what else you do. I am taking the App Bulder exam later this month and I need all the practice I can get with flows and processes. I also want to say thank you for taking the extra time to explain, for example, what global constant{True} means. I never knew it meant the box will automatically be checked. I really think this is where people have trouble with flows or processes, is even if you draw it out, how and where to get the data into the flow matters.
Hi, I was wondering if you could do a video to show creation of the Project Custom Object you're referencing in this vid.. thx
Hidden Gem!!! This needs more recognition!!
Fantastic!!! One of the best videos on flow i have seen till date. You have explained each and every step in a very detailed manner. And i liked the fact that you have touched all the elements in the flow. I have one request, it would be great if you could give us the Project and Project Resource object details so that we can try this hands on.
Is there any option to do auto refresh so that User dont have to refresh the page after clicking on the Button to see the Description?
Thank you so much for a great video.
How to add chapters. ruclips.net/video/pvkTC2xIbeY/видео.html
You do great at these videos. Please keep it up. I Liked, shared, commented and subscribed. ... Are you listening RUclips algorithms?
Hi when I created projected record, in the owner field instead of name it shows owner Id, but in your example I can see Owner Name, what may be wrong from my side? Link to Source code for this will be highly appreciated. Thank you.
super useful. Thank you. You deserve lot more subscribers and views!
Excellent content, Thank you.
Platinum Content!! Thank you very much. Subscribed and Pressed the Bell :)
You explained it very well ..one of the best videos of the same subject.
Your content is really informative. Looking forward to more such detailed content on Salesforce. :)
great video
what if I am passing a list of ids rather than Sobject what would the action be like? what parameters would you set? thanks.
coooooool!
Great stuff, thank you.
great work. Was looking for this video for a while
Great overview! Thank you very much!!
Awesome job!
Thanks a lot for your example! Could you please do one with Apex Callouts as Apex Actions? Keep it up
So you couldn't have started this flow with a screen element?
wtf is up w your profile pic
This had so much potential to be great... creating the objects and fields was a little bit of a pain, but still manageable. but it all falls apart at 32 mins. What you show at the loop part for the collection variable is not there..... so its not possible for us newbies to do it if you are following along form the very beginning!!
Thanks for this video. Best tutorial on flow builder i have seen so far. Your explanation through the entire session is very good. Awaiting for more salesforce videos from you.
Question: I have been following along in my trailhead org and I don't see where you created the collection variable used at 32:35. I must be missing something...
Looks like the new changes from summer and winter releases have changed things around, has anyone figured out how to overcome this?
Hi Yosef, when you configue "Get Project Resources Records", it should be a collection variable to store all Project Resources that link to the Opportunity. So as you follow along with the video, you should select "All records" for "How Many Records to Store" at 30:27, which is missing from the video. after you save the "Get Project Resource Records", it will become a collection variable and you can use for the next Loop Element.
@@jacksun5885 Thank you for the reply. These types of well made tutorials have aided me tremendously in recently passing my admin exam. I now have no issue building flows with multiple loops. Thank you for share in my journey!
by far the best tutorial Iv'e seen. Thanks!
Could you please also create a video on Communication Subscription and new Contact Point Email/Phone and Address objects along with when to use which object.