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Alex Edelstein
Приєднався 8 жов 2007
Salesforce Flow Orchestration and Digital Process Automation
Salesforce Flow Orchestration and Digital Process Automation
Переглядів: 1 567
Відео
Salesforce Flow Orchestration working with Omniscripts for a Health Onboarding Use Case
Переглядів 1,9 тис.Рік тому
For more information, see unofficialsf.com/using-orchestrator-with-omniscripts-to-address-health-use-cases/
Access ChatGPT from Salesforce Flow
Переглядів 2,5 тис.Рік тому
For more info, see unofficialsf.com/tap-into-the-power-of-chatgpt-via-flow/
Analytics Notification Walkthrough
Переглядів 199Рік тому
From Andy Haas: Use Salesforce Flow to work with report subscribers via Analytics Management actions. See unofficialsf.com/from-andy-haas-use-analytics-management-actions-to-show-report-subscribers-and-assignments/
Workaround for the Known Issue Involving Email Alerts and Queues
Переглядів 3,4 тис.Рік тому
For more info, see unofficialsf.com/known-issue-workaround-email-alert-misbehaves-with-queues/
Running Salesforce Flow in Slack: Chapter 1 Introduction
Переглядів 5 тис.Рік тому
For more information, see unofficialsf.com/?p=29369
Running Salesforce Flow in Slack: Chapter 3 - Foundations
Переглядів 1 тис.Рік тому
For more info, see unofficialsf.com/?p=29369
Running Salesforce Flow in Slack: Chapter 2 - How To Build
Переглядів 1,4 тис.Рік тому
For more information, see unofficialsf.com/?p=29369
Managing Paper Flow with Alkymi & Flow Orchestration
Переглядів 267Рік тому
For more information see unofficialsf.com/?p=29746
Part 2 - Manage Paper Documents with Alkymi and Flow Orchestration
Переглядів 134Рік тому
For more information see unofficialsf.com/?p=29746
Salesforce: Advanced 'Change Owner' Control in Flow and Apex
Переглядів 9 тис.Рік тому
Learn more: unofficialsf.com/?p=28942
Salesforce Flow Orchestration: Work Guide Plus lets you select your Work Items from a list
Переглядів 1,5 тис.Рік тому
For more information, see unofficialsf.com/?p=29612
Get free weather information into your Salesforce FlowsFor
Переглядів 3062 роки тому
For more info, see unofficialsf.com/?p=29435
Using Salesforce Flow to Generate Customized Marketing Cloud Emails with Salesforce CDP
Переглядів 3932 роки тому
Learn more: unofficialsf.com/using-flow-with-salesforce-cdp-marketing-cloud-messaging/
Send SMS Messages Using MessageBird
Переглядів 2,8 тис.2 роки тому
Send SMS Messages Using MessageBird
Create Amazing List Views in Salesforce Flow with Quick Query
Переглядів 4,9 тис.2 роки тому
Create Amazing List Views in Salesforce Flow with Quick Query
Salesforce Flow Extesion: Duplicate Record Check
Переглядів 14 тис.2 роки тому
Salesforce Flow Extesion: Duplicate Record Check
Salesforce Flow - Service Appointment Generator Training
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Salesforce Flow - Service Appointment Generator Training
Salesforce Flow & the Service Appointment Generator - Admin Guide
Переглядів 3,1 тис.2 роки тому
Salesforce Flow & the Service Appointment Generator - Admin Guide
A Flow-based Approach to Salesforce Knowledge
Переглядів 2,5 тис.2 роки тому
A Flow-based Approach to Salesforce Knowledge
Preview of Approval Orchestrator from Forcelution Apps. For Salesforce Orchestrator and Flow
Переглядів 4892 роки тому
Preview of Approval Orchestrator from Forcelution Apps. For Salesforce Orchestrator and Flow
Salesforce Web to Case with File Attachments Using Flow and 'File Upload Improved'
Переглядів 12 тис.2 роки тому
Salesforce Web to Case with File Attachments Using Flow and 'File Upload Improved'
Salesforce - Create NBA Recommendations Using Flow
Переглядів 4,1 тис.2 роки тому
Salesforce - Create NBA Recommendations Using Flow
Automatic Approval of Approval Processes via Salesforce Flow
Переглядів 9 тис.2 роки тому
Automatic Approval of Approval Processes via Salesforce Flow
Salesforce Flow: DataPoller and Reactive Screens
Переглядів 3,1 тис.2 роки тому
Salesforce Flow: DataPoller and Reactive Screens
Fast Easy Rollups in Salesforce Flow
Переглядів 1 тис.2 роки тому
Fast Easy Rollups in Salesforce Flow
Introduction to Salesforce Orchestrator
Переглядів 3,5 тис.2 роки тому
Introduction to Salesforce Orchestrator
Convert Salesforce Workflow Rules to Flows
Переглядів 3,2 тис.3 роки тому
Convert Salesforce Workflow Rules to Flows
Convert Process Builder Processes to Salesforce Flow
Переглядів 16 тис.3 роки тому
Convert Process Builder Processes to Salesforce Flow
any help for this error ConvertCSVToRecords.FlowCustomException: You need to provide either a single ContentDocument Id OR a list of ContentDocumentIds as inputs to this Flow action.
How to invoke the salesforce screen flow from slack custom app using slash command without using slack workflow? Is it Possible?
Great Video Alex and hoping it can help me with my use case where we have a flow to create a referral that then needs to call the omniscript to generate the referral letter.
Thank you Alex for your video, it was really helpful! The only thing I'm having trouble with is creating a record in salesforce. I have a simple screen flow with two components - Screen and Create Records. But after pressing the Submit button in Slack, the record is not created. Any ideas why?
Hi, my duplicate rule has an alert on the creation of duplicate contact, but the duplicate error is being thrown. I want to create the record with just a warning. Similar to when we create using new button on contact
Hi Alex! I was trying to use this action in a screen flow that also leverages the Repeater screen component (for creating multiple contacts associated to an account). Any suggestions for how to configure Duplicate Record Check to allow for any potential dupe contacts to be detected after they've been entered either individually, or as part of a collection? Ideally, non-dupe contacts would get created and those that are detected as dupes would not get created. Would love to see a video on a scenario like this!
Hi Alex, I am unable to find 'Duplicate' invocable action ? Is there any reason ?
By adding Soql query builder LWC component in the flows we can build dynamic SOQL queries. ua-cam.com/video/BA8guvzn8tg/v-deo.html
Do you have a way to send to all members of the queue and not the single email?
Hi Alex, these are very powerful features described here, with many promises of future enhancements. It might be a good idea to provide an updated version of this video, mentioning what is now possible with the delivered new features. I’ll look forward to that.
Can you share the flow and apex you created
This is very old UX for Salesforce
You've defintely filled a gap 👍🏽
Hi Alex. Thanks for this. For some reason I can never find the comments on the website so leaving this here. I get an occasional flow error when using this. An Apex error occurred: ConnectApi.ConnectApiException: Error while parsing Rich Text Content: The element type "p" must be terminated by the matching end-tag When I check the body I cannot find any missing tags. Interestingly, when I Google the error, the first thing that comes up is the link to unofficialsf but I cannot find anything about it on the page. Any clues on what I am doing wrong, or what I can do to stop this happening? To be clear, it works 95% of the time.
On my experience site, when trying to update a record using the recordDetail component, I am getting this error message "An error occurred while trying to update the record. Please try again.: insufficient access rights on object id." Any suggestions? It does not do this in debug mode.
completely useless video
Hi Alex, Can you please share the apex class.. which you are using here..
Hi, I've implemented your solution, and it's a great way to solve the problem! However, I've thought of a potential issue. Currently, we provide the string of the field API name in the action element. But if we change the API name of the field during development, the flow will fail because the API name in the flow remains the old value, and it won't be updated automatically. Is there a way to change the field API name and have the value in the action also change at the same time? At least, it can show where the field is used by clicking the 'Where is used' button, which serves as a reminder to modify the flow. Normally, we use {!Record.Attribute__c} in the flow, which is also a way to show in the 'Where is used' button. However, it passes the value of the selected field to the invocable method, which doesn't fully fulfill our needs. I think it would be wonderful and save time debugging problems once we optimize the solution. Thank you.
Hi Alex, keep getting invalid field error message for standard fields. Any advice how to fix this? Eg, Name field, if I keep it as Name, I get any error saying invalid field Name, if I entered ‘Name_c, I get any error saying invalid field Name_c__c. Thanks
Hi, do we need any license for this. I mean I am not able to access "Recommendation" on app launcher
I’m still learning about how to use this and I’m wondering how you might get onto the “final screen”. Would it make sense to use the Flow Button Bar to break you out of the screens specified by the Navigation Header path?
Hi, very useful. Is this also possible to perform on a non Experience Site? We want to have such feature for our shop platform.
Hi Alex. Just a question I have a csv file with fields to insert to 4 different objects. Will it be able to import 100 thousand records or if it can't what other workarounds we can do?
isn't working for me :(
Can we use dynamic query like reference recordId for current record page in this component ?
Hey Alex, I am facing an Error "You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary." while checking the website can you please assist me on how to solve it. Thanks in Advance!!
Have you found out this?
Thanks for the video. I have complex JSON structure and I cannot figure out how to map the elements of a nested array. Is this possible? For example (see below), I need to get the key "value" however the value I need is inside a nested array. "custom_fields": [ { "type": "text", "text": { "value": "Company LLC" }, "optional": false, "label": { "type": "custom", "custom": "Company" }, "key": "company" }, { "type": "text", "text": { "value": "234252523523523" }, "optional": false, "label": { "type": "custom", "custom": "Org Id" }, "key": "orgid"
within this flow, is it possible to update the records post creation, or alternatively loop through the string extracted from the CSV to loop and update particular information. for example, if launched from screenflow, I want to insert the record ID, to track back what record it was created from, to be able to use it more effectively?
Were you able to figure it?
Hi I am only able to unlock the record as an admin but not as a user. I installed for all users. Is there anything you recommend that I can check to fix this issue?
Hi great video! I have one question is there any way to sort the scheduled end date based on operating hrs of resource or territory I mean if it like 12 hrs then it should be 1.5 days of work considering 8 hrs a day work
@alex Edelstein , @all Can you please provide me with the apex class that is being called in apex action in flow
I cannot install this. It seems to be “conflicting” with other code? Can someone help?
Can we do for Mass Account Owner Change?
Can we do for Mass Account Owner Change?
The False Boolean criteria is not getting reflected in the Check duplicate apex action.
How to increase the file upload size?. it says we can upload only 4.9MB
Does the user need to be a Knowledge User in order to create a Knowledge article In Knowledge NG?
This is very cool. Thanks Alex!
If I'm using this to add child records to another record, how can I get that required MasterDetail field populated with the parent ID? It seems really obvious for an attachment, I just use the recordId variable passed from the starting object. But with the CSV fiel there's nowhere to do that - we don't want to make a column for it because the average user has no idea what the parent record ID would be. I've tried looping after the Apex action to assign the record ID to the collection variable, but it's ignored...
Hello! Did you ever figure out a solution for this? TIA
@@Spechelle098 Hi! Yes using an assignment loop. So do all of this in the video, but instead of jumping straight to the Create step you: 1. Create a Loop of the collection that was output from the action. 2. Do the first Assignment step, which is assigning every variable you want to each row. I called this step "Add Parent ID" but I also coded in the other fields from the spreadsheet into the records at this step. 3. Do the second Assignment step, which is adding this particular pass' single record into a SECOND collection maybe called 'AugmentedRecords' or something. 4. Repeat the loop. 5. After the loop is exhausted, do the Create step from the second collection. Hopefully that makes sense, it's a pretty standard use of collections & assignments. Create Collection > Loop Collection > Enrich Collection with Assignment > Assign each row to a new Collection > Create Records
@@youmongrel That makes sense, thank you for such a detailed and quick response! I will give this a go :)
This is awesome. Thanks for making the video!
put the package here. plzz
or just specify the criteria in your first approval step on "enter this step if the following formula evaluates to true" , else approve record - and just put the word false in your formula
I really appreciate that you created this, however I just can't seem to get it to work. Keep getting the error "System.NullPointerException: Attempt to de-reference a null object." It would also be nice if you could walk through the flow you created, including the values for the screen components, choices, etc.
Hi, I followed along the steps and double check few times the config for external credential/remote site setting ...etc, but when I use debug mode in flow, the output from apex action is null {}.... Anyone know why?
Hi, where is the code for the Apex classes? Thanks
I was looking at ways to create new activity/tasks from Slack related to an account. I couldn't find information if Slack allows this ootb. Maybe surfacing a screen flow in Slack to create an activity/task is the way to go ?
Alex, your tutorials are absolutely exceptional. You and your fellow SfJunkies have been the cause of my addiction to flow, three years plus now. thank you for all you do. for the admins and "wanna be" developers like me. Outstanding work, your explanations, tempo, inflection.... You're a natural teacher. Well done!
Thanks, Peter. That's probably the nicest praise I've ever gotten from my Flow activities!
This is awesome, nice work!
Extremely helpful! That channel id thing was driving me bonkers
How to solve this : Metadata Transfer Job Status: Error: "Web service callout failed: WebService returned a SOAP Fault: UNSUPPORTED_API_VERSION: Invalid Api version specified on URL faultcode=sf:UNSUPPORTED_API_VERSION faultactor="
Any idea what this means? getting the error when run "You need to provide either a single ContentDocument Id OR a list of ContentDocumentIds as inputs to this Flow action."
Yes even i face the same and stuck to pass input to Action Element
@@srisailamb3632 were you able to resolve this error
were you able to resolve this error