Very useful tip! Excellent explanation. Found your video very helpful. Thank you One scenario I am having difficulty is instead of aggregating count, how to subtract currency amount after deletion of child object. How to create deleted collection when it is not deleted. I am having trouble to reduce the deleted amount from the aggregated amount
Help me understand what you're looking for. For me, when I think about whitespace analysis I'd want to see a territory of accounts and know what percentage are customers, have had an opportunity, and have not been contacted, etc. Is that what you're thinking? You could also apply it internally for accounts. For example, who at this company have we contacted?
@@Rotive Moreso looking for something like a product matrix, where if you could sell multiple lines of business to an account. For example, we sell insurance. So it would be a report that shows which accounts have auto, workers comp, property, etc. helps find upsell and cross-sell opportunities.
@@Foxygrandpa2131 I see. Thanks for clarifying! That's a good idea. I'll have to think about that. A matrix report showing won opp.products by account would be good. Probably want to group those products by Family or something similar. This is on our list.
Awesome videos! Not related but how would you recommend we run our service technicians (there’s only 2) with Salesforce that is cost effective? We currently use another software that is very cost effective but data doesn’t transfer into Salesforce.
Hi Jaden, It's a good question. Salesforce is expensive compared to alternatives. While I think it's important to make sure you don't rack up too many recurring SaaS expenses, I've found the coordination cost of using two systems to be far more than the license premium. If you just have two service technicians, I'd probably recommend paying for Salesforce licenses. If you're going to scale up and have hundreds of technicians, it might be worth exploring Platform licenses or getting creative to try and keep those per user costs down.
Process Builder can be replaced with Flows now. You don't need custom code for it. There is actually a Process Builder migration tool in Salesforce Orgs that helps with the process. I, however, usually recommend you take the opportunity to review these automations and improve them as you manually rebuild them.
Hi Brian Is it possible with flow to trigger an email to user's manager using the last login date? I want an email to be sent to the user manager whenever last login date exceed 15 days Is this possible?
That's an interesting use case. I think you could accomplish this by creating a formula field on the User Record: Days Since Last Login. That would just be TODAY() - Last Login Date Field. Then create a scheduled flow that runs daily and matches any active users who's Days Since Last Login field > 13. You can then trigger an email or slack message from there. What do you think?
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Thank you for the great explanation. You solved my problem at work today! 🙏
Great to hear! Glad we could save you some time. Thanks for the comment :D
Very useful tip! Excellent explanation. Found your video very helpful. Thank you
One scenario I am having difficulty is instead of aggregating count, how to subtract currency amount after deletion of child object. How to create deleted collection when it is not deleted. I am having trouble to reduce the deleted amount from the aggregated amount
Thanks!
Thank YOU! Appreciate the tip
Great video! Any chance you guys could ever share how to build whitespace analysis for accounts?
Help me understand what you're looking for. For me, when I think about whitespace analysis I'd want to see a territory of accounts and know what percentage are customers, have had an opportunity, and have not been contacted, etc. Is that what you're thinking?
You could also apply it internally for accounts. For example, who at this company have we contacted?
@@Rotive Moreso looking for something like a product matrix, where if you could sell multiple lines of business to an account.
For example, we sell insurance. So it would be a report that shows which accounts have auto, workers comp, property, etc. helps find upsell and cross-sell opportunities.
@@Foxygrandpa2131 I see. Thanks for clarifying! That's a good idea. I'll have to think about that. A matrix report showing won opp.products by account would be good. Probably want to group those products by Family or something similar. This is on our list.
Awesome videos! Not related but how would you recommend we run our service technicians (there’s only 2) with Salesforce that is cost effective? We currently use another software that is very cost effective but data doesn’t transfer into Salesforce.
Hi Jaden, It's a good question. Salesforce is expensive compared to alternatives. While I think it's important to make sure you don't rack up too many recurring SaaS expenses, I've found the coordination cost of using two systems to be far more than the license premium.
If you just have two service technicians, I'd probably recommend paying for Salesforce licenses. If you're going to scale up and have hundreds of technicians, it might be worth exploring Platform licenses or getting creative to try and keep those per user costs down.
Can you explain how Process Builder can be replaced? i.e Triggers.
Process Builder can be replaced with Flows now. You don't need custom code for it. There is actually a Process Builder migration tool in Salesforce Orgs that helps with the process. I, however, usually recommend you take the opportunity to review these automations and improve them as you manually rebuild them.
Hi Brian
Is it possible with flow to trigger an email to user's manager using the last login date?
I want an email to be sent to the user manager whenever last login date exceed 15 days
Is this possible?
That's an interesting use case. I think you could accomplish this by creating a formula field on the User Record: Days Since Last Login. That would just be TODAY() - Last Login Date Field. Then create a scheduled flow that runs daily and matches any active users who's Days Since Last Login field > 13. You can then trigger an email or slack message from there. What do you think?