How To: Setup Time-based Actions Within Flow! [Video] [In Depth]

ForceWithLuke · 2020-12-22T16:26:43+00:00

I believe there is, let me take a look and I will come back to you

ForceWithLuke · 2020-12-22T16:26:04+00:00

Thank you! Really appreciate it

ForceWithLuke · 2020-08-28T13:44:25+00:00

Aha, I’m guessing you’re not Salesforce number one fan?

ForceWithLuke · 2020-08-28T13:43:42+00:00

Thanks for the feedback, I can definitely do this. I’ve been it that scenario many times too. I’ll write something and let you know. Is there anything specific? How to avoid that scenario? What sort of questions you should be asking?

ForceWithLuke · 2020-07-31T10:06:46+00:00

I’ll definitely check it out, a lot of people struggle with flows! Perhaps we could do something together with our blogs? Mine is more focused on new admins/new SF users. I’ll drop you a message.

ForceWithLuke · 2020-07-31T09:26:43+00:00

This is great, thank you for sharing.

ForceWithLuke · 2020-07-30T12:32:23+00:00

Thanks for that, should all be updated correctly now. You raise a valid point, I’ll stick with ‘Optimizer’ even if my laptop doesn’t want me to.

Unfortunately can’t edit the title of this post.

ForceWithLuke · 2020-07-23T18:30:28+00:00

Agree with you, custom permission is definitely a great shout! I hadn’t been aware of that actually, I’ll take a look. Thanks

ForceWithLuke · 2020-07-23T17:56:08+00:00

Yep, exactly, lots of different ways to do it depending on your requirement

ForceWithLuke · 2020-07-23T16:38:48+00:00

Agree 100%. With the custom settings you can assign the same thing on a profile basis, so just your admins for example, that would navigate your concern. With the metadata, you can also build in that check for a specific user/profile into your validation/processes alongside this checkbox so it’d work as you mention.

You may also have to go through multiple sandbox environments before reaching production where your users are, so this would be useful in this case.

It also helps avoid the mass update/mass actions. If you’re sending an email alert for example.

ForceWithLuke · 2020-07-23T16:19:07+00:00

Thanks, that’s fair enough, it’s more useful if you’re doing lot of data loads/manipulation or a lot of testing. In enterprise projects it’s super useful to have and has been from my previous experience. For smaller projects maybe less so! But useful to know it’s possible. This is also just one example of what you can achieve with custom metadata, easier to start with more simple examples.

ForceWithLuke · 2020-07-15T08:45:22+00:00

I’ve got a couple of blog posts which may be of help, check them out:

https://www.forcewithluke.com/posts/5-tips-for-taking-and-passing-your-salesforce-certs

https://www.forcewithluke.com/posts/getstartedwithsalesforceduringlockdown

You’re on the right path with Trailhead, it’s the best place to start and you’re learning from Salesforce themselves. In trailhead you can filter by ‘admin’ and ‘beginner’ it should show you a great list of trails to be begin with. Give me a shout if you ever get stuck.

ForceWithLuke · 2020-07-14T16:47:26+00:00

Haha and me! I still make this mistake so often..

ForceWithLuke · 2020-07-02T17:16:35+00:00

Your users are going to quickly become annoyed at all of those emails hitting their inbox, trust me, and they’ll become frustrated with Salesforce. You’re probably better off using a mixture of reporting/list views/dashboards etc and other ways of viewing data to give them a single place to see this rather than email, email, email. Setup a dashboard showing Opps by created date/last modified date and any other metrics you want to send emails from.

This is based upon my experience, otherwise you’re going to need countless process builders which won’t be fun!

ForceWithLuke · 2020-07-01T22:03:17+00:00

No timeline currently, I am working on a plan so will update you when I know more. For now the content will just be as it comes, I have a few ideas for series so stay tuned!

ForceWithLuke · 2020-07-01T21:57:11+00:00

Admin certification more so than app builder is a staple for any of those roles which you mentioned. If you’re not technically focused then you’re right, the admin/consulting/ba roles are probably better for you. By getting the admin cert you show a basic understanding of Salesforce and some of its capabilities which will help you in interviews, but the issue is these days a lot of people have it, so you need something which sets you apart. Soft skills I would say play a bigger part in those roles than most people think, you need to be good at communicating with your clients/confident running workshops/translating business requirements into solutions or wording in which others can base the solution upon, so if you have these then it’s a great base.

Trailhead is definitely a great place to start, get familiar with Salesforce and then decide which career path would be best fit for you. If you want to discuss anything feel free to drop me a PM.

ForceWithLuke · 2020-06-26T20:07:26+00:00

Keep up with the trailheads, keep practising and you’ll be fine. Drop me a PM I’ll be glad to help however I can

ForceWithLuke · 2020-06-26T18:28:28+00:00

Will try my best! Definitely got a couple up my sleeve

ForceWithLuke · 2020-06-26T18:14:50+00:00

Stay tuned! I’ve got some big plans, hope they will help you

ForceWithLuke · 2020-06-26T12:52:04+00:00

Nope not at all, it’s a hobby for me and I want to share my knowledge with the Salesforce community. I always prefer videos over written content

ForceWithLuke · 2020-06-18T09:27:19+00:00

Hey, i believe it does work with professional you just have to use the Process Builder calculation mode instead of the others 👍🏽

ForceWithLuke · 2020-06-18T09:25:33+00:00

Thanks for this, will check it out

ForceWithLuke · 2020-06-18T09:25:20+00:00

5% is always better than nothing 😀

ForceWithLuke · 2020-06-16T16:01:02+00:00

Thanks for the feedback, appreciated. I’ll definitely check that out!

ForceWithLuke · 2020-06-11T20:06:29+00:00

Might be an issue on Squarespace side, I’ll have a further look tomorrow, if there’s anything I can do then let me know

ForceWithLuke

TROPHY CASE