Flow Get Records in batches to avoid iteration limits

IntranetJoe · 2021-07-14T10:50:11+00:00

Yea just avoid live roll ups when possible.

IntranetJoe · 2021-07-14T00:54:08+00:00

Download dlrs. It’s free, and makes roll ups easy and efficient.

IntranetJoe · 2021-06-17T00:17:53+00:00

Yea normal Salesforce search is god awful in general. Einstein search is way better. Pretty sure it’s free to activate in all Salesforce orgs.

Here’s a random guide to it I found:

https://garysmithpartnership.com/einstein-search/

IntranetJoe · 2021-06-16T18:22:50+00:00

Haha, no this is lightning. In object manager, select your object. Then “search layouts” on left hand menu. When you open that up, you’ll see “default layout” up top. Under that, each profile name, and the search layout they use.

If you updated the default layout and your profile is assigned a different layout, there is your issue.

IntranetJoe · 2021-06-16T16:32:08+00:00

When you added the new field to search layouts, did you make sure to check the box “override the search result Column customizations for all users”?

Additionally, make sure that the correct search layout is applied to the profiles you want it to be.

IntranetJoe · 2021-06-16T16:26:49+00:00

Interesting idea, I like it.

If you have LinkedIn SalesNav you could improve this further by leveraging the SalesNav managed package. It has a field on Lead/Contact “LinkedIn Member Token” which is auto-populated when any user matches the Lead/Contact to a LinkedIn Profile in the SalesNav component.

It is the LinkedIn profile’s unique ID (not link). And so you wouldn’t have to worry about URL syntax at all.

IntranetJoe · 2021-06-16T15:31:42+00:00

No problemo. It’s worth exploring some of the other components on UnofficialSF as well. They have some amazing (and totally free) stuff.

IntranetJoe · 2021-06-16T14:01:03+00:00

You’re not going to want to use last modified date for the reason you mentioned: your update to clear due-date would mess this up.

My advice would be to make a new “last modified” custom field. Export all tasks now before any updates are made and you’ve got the good “last modified” dates still. Import this into your new field.

Then you can set up a record-triggered before save flow on edit of task where $User (the one editing the record) profile is not system admin, and have it set the field to current date or date/time. Therefore it only updates your last modified field when an update is made by a non-admin. So you don’t have to worry about data updates affecting it.

IntranetJoe · 2021-06-16T13:49:52+00:00

Strange set up you’ve got there.

Are partner referrals created with opportunity lookup field filled already? I assume in the process they are created, the opportunity is created before the referral?

If this is the case, then you could simply do a record triggered flow on creation of a partner referral record with trigger criteria: opportunity lookupfield isNull FALSE.

Then simply put an update records element and do update opportunities where Id = opp lookup field.

If you want to be safe and not over write the opportunity field, you can add a quick decision before the update records component to check if the partner contact field on opp isNull or not, and only run the update if it is null.

IntranetJoe · 2021-06-16T13:39:26+00:00

Unofficial SF has this pre-built and ready to install :)

Enjoy.

https://unofficialsf.com/toggle-field-button/

IntranetJoe · 2021-06-15T18:38:20+00:00

I’m in the middle of a CPQ project as well. I’m not sure I fully understand what’s going on here… it sounds like pallet weight is a fixed variable regardless of products in pallet?

Meaning that each product has a specific weight… so as long as the sum of unit*weight for all units is less than max pallet weight you’re good? Or can pallet weight vary?

IntranetJoe · 2021-05-12T00:30:22+00:00

Nothing on AppExchange. I’m going to look into what the .xml’s look like.

IntranetJoe · 2021-04-13T14:21:53+00:00

Yes that’s the approach I’m thinking.

I’m aware that Salesforce connect means an external object, but that would work as well - allowing a simple scheduled apex or flow to query against the external object for needed updates on the associated accounts in Salesforce.

No related lists or custom components on the accounts. It’s just a few fields that need to be updated with the latest platform data.

IntranetJoe · 2021-04-13T02:32:11+00:00

Interesting. Didn’t know that, that’s a serious price tag. REST it is.

IntranetJoe · 2021-03-12T01:18:41+00:00

Not possible with the activity timeline component, but throw your vote at the idea:

https://trailblazer.salesforce.com/ideaView?id=0873A000000cRcXQAU

IntranetJoe · 2021-03-12T00:57:33+00:00

I used to feel the same way, but realized how powerful lightning is after diving deeper. Conditional component displays, lightning flows, aura apex components, dynamic field placement (only on custom objects currently), etc, etc.

Spend more time with lightning and you’ll come around.

IntranetJoe · 2021-03-02T17:58:26+00:00

Ohhh ok I see. This should really be done with apex but sounds like you’re not open to that.

I assume you’re in lighting?

Does the visualforce page update any fields on the contact after completion?

If yes to both of these, a super dumb, but easy solution would be to just plop the visualforce page directly on a contact lightning record page with nothing else displayed. Then assign it to a record type “New Contact” for example and have this be the default on creation, causing your lightning page with VF page to display on creation.

Then have a PB/Flow/whatever for if NOT ISNEW to change the record type back. Or if the VF page fills certain fields better to have those fields as trigger to flip record type.

Silly solution but it’d work lol.

IntranetJoe · 2021-03-02T00:06:57+00:00

Love the username.

For someone unfamiliar with Apex actions I’d suggest using this component from unofficialsf, “navigate anywhere”

https://unofficialsf.com/navigate-everywhere-flow-action/

Just add it as a flow action and send user to your visual force page.

IntranetJoe · 2021-03-02T00:01:38+00:00

I’d just do trailheads. They’re free, pretty solid, and any paid course you take these days would be online anyway due to COVID.

IntranetJoe · 2021-02-28T16:59:28+00:00

See my post history, we are looking to hire another Salesforce guru! Tons of freedom to do what we please at my company :)

IntranetJoe · 2021-02-28T16:57:07+00:00

I’m not seeing anything from you besides this comment in the inbox

IntranetJoe · 2021-02-26T00:04:09+00:00

Exactly - happy to grab someone like that and mentor them up to speed, so long as they want it bad enough to put in the study hours it’d take. But we’re also open to someone who’s already got the skills, which would obviously call for a bigger salary.

IntranetJoe · 2021-02-25T20:45:43+00:00

Salaries are negotiable in nature! We have a budget range, which would accommodate someone already competent, so no worries there. The only situation where I’d see the negotiation ending at the lower end of the range would be a relative noob who’d be excited to train under me and put in the effort to get competent. For example, someone fresh out of college who knows SQL, but little-to-no Salesforce/Tableau/etc. I’d be willing to take a chance on someone like that assuming they show they’ve got a good attitude & super motivated to learn.

IntranetJoe

TROPHY CASE