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Chris Marquez
United States
เข้าร่วมเมื่อ 15 ธ.ค. 2010
Just a random dev making random videos at random times.
FYI/Disclaimer: I'm just a random dude posting videos on the internet to share what I know BUT nothing I post is meant for use in a production environment. Always follow best practices and understand what you're doing before you copy/paste code into your own environment. All my uploads are only for education purposes.
FYI/Disclaimer: I'm just a random dude posting videos on the internet to share what I know BUT nothing I post is meant for use in a production environment. Always follow best practices and understand what you're doing before you copy/paste code into your own environment. All my uploads are only for education purposes.
How To Send Emails in Salesforce (Screen Flow, Email Alerts, & Email Templates)
In this video, we go over how to send email alerts with email templates using a screen flow in Salesforce.
Feel free to leave a comment if you have any questions and/or make a suggestion on what kind of video you would like to see next.
Sign up for my Salesforce Email Newsletter: chrismarquez.com/subscribe
Previous Video: th-cam.com/video/lmk8W_U-qRw/w-d-xo.html&lc=UgyRxth4I7ZDwEF7sfN4AaABAg
#salesforce #salesforcetutorial #salesforceflows #flows #emailalert #salesforceemailalert #salesforceemailtemplate
Feel free to leave a comment if you have any questions and/or make a suggestion on what kind of video you would like to see next.
Sign up for my Salesforce Email Newsletter: chrismarquez.com/subscribe
Previous Video: th-cam.com/video/lmk8W_U-qRw/w-d-xo.html&lc=UgyRxth4I7ZDwEF7sfN4AaABAg
#salesforce #salesforcetutorial #salesforceflows #flows #emailalert #salesforceemailalert #salesforceemailtemplate
มุมมอง: 1 289
วีดีโอ
How To Create a PDF in Salesforce with Visualforce and Apex
มุมมอง 8Kปีที่แล้ว
In this video, we go over how to create a PDF within Salesforce using Visualforce and Apex. This is a simple way to generate PDFs from records in your org. My other YT tutorial on how to create PDFs in Salesforce: th-cam.com/video/X2HMdJjq3zw/w-d-xo.html Subscribe to my Salesforce Newsletter: www.posts.chrismarquez.com/subscribe Feel free to leave a comment if you have any questions and/or make...
How To Create Automated Emails with a Checkbox in Salesforce (Record Triggered Flow)
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How To Create Automated Emails in Salesforce (Record Triggered Flow)
มุมมอง 2.1Kปีที่แล้ว
In this video, we go over how to create automated emails in Salesforce with Record Triggered flows. Feel free to leave a comment if you have any questions and/or make a suggestion on what kind of video you would like to see next. Submit your questions here: docs.google.com/forms/d/e/1FAIpQLSf759SNVGiDaICmVuAGjMpbZM_rm9gvVUzmXjU6bKvjBVUO9Q/viewform Subscribe to my Salesforce Newsletter: www.post...
Salesforce Lightning Web Components Getters
มุมมอง 211ปีที่แล้ว
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มุมมอง 137ปีที่แล้ว
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Salesforce Lightning Web Components Methods, Data Binding, and Conditional Rendering
มุมมอง 108ปีที่แล้ว
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Salesforce Lightning Web Components Properties, Constants, and Render List Basics
มุมมอง 307ปีที่แล้ว
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Salesforce Dev Hub and Scratch Org Setup (for Lightning Web Components)
มุมมอง 2Kปีที่แล้ว
In this video, we go over how to enable Dev Hub and create, manage, and delete Scratch Orgs in Salesforce. This video is part of the Salesforce Lightning Development Setup Playlist: th-cam.com/play/PLL3Iw8hs1QkogfJnixC5GQoriyCty3Zxj.html Feel free to leave a comment if you have any questions and/or make a suggestion on what kind of video you would like to see next. Consider subscribing or even ...
How To Send Emails in Salesforce (Screen Flow & Email Alerts)
มุมมอง 4Kปีที่แล้ว
In this video, we go over how to send email alerts using a screen flow in Salesforce. Both Lightning Email Templates and Classic Email Templates are used in this tutorial. This can be used to send mass emails. Feel free to leave a comment if you have any questions and/or make a suggestion on what kind of video you would like to see next. #salesforce #salesforcetutorial #salesforceflows #flows #...
How To Send Emails in Salesforce (Screen Flow)
มุมมอง 2.2Kปีที่แล้ว
In this video, we go over how send emails using a screen flow in Salesforce. This can be used to send mass emails. Feel free to leave a comment if you have any questions and/or make a suggestion on what kind of video you would like to see next. #salesforce #salesforcetutorial #salesforceflows #flows
How to Prevent Duplicate Cases in Salesforce
มุมมอง 814ปีที่แล้ว
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Update Related Records with Flows (Salesforce Record-Triggered Flows)
มุมมอง 2.1K2 ปีที่แล้ว
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มุมมอง 5752 ปีที่แล้ว
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Automating my Spotify Playlists with Code (Spotify API and Python)
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Hi Chris, Thanks for uploading the LWC videos. I really enjoy your approach and explanation. Did you stop adding more videos on LWC because of the views? I am sure more people will definitely watch it. Please do more videos. Thanks.
hello! thank you so much for the shared knowledge!May you help me with an issue i'm facing ? I have this use case: i want to send an email from a screen flow and then i want to be able to reply to the customer bu staying in the thread and not begin another one. How can i send my answer from a flow which relates to an email previously received?
But if we hit the endpoint without Authorization header it will still work right?
10:47 Note
Hi Chris, what if the language is in Czech? how could we encode the text?
Hello I got some doubt can you clear that
Hey, where did you get the scratch code of SFDX. the basic setup code?
Thank you Chris, I was working on something similar and this turned out super helpful.
No problem! Let me know if there are other topics you want me to cover.
Hey Chris, any idea about making this page available as a link from Salesforce Experience Site
I got this error: "The specified org vscodeOrg is not a Dev Hub." Something I need to do before this video ?
try setting your org as default
Hi can you please provide me that code.
gist.github.com/chrismarquezdev/6d82992bc594f2efcc6bec381e5e7e0c
@@ChrisMarquez thanks for sharing
you seem to race through the important parts so quickly and then pausing where there's no important action. I appreciate the work; just offering some constructive criticism. I'm having to play your videos at .75 speed and then skip ahead when no action, so it's frustrating. .
There's a checkbox for "Include a Run Asynchronously path to access an external system after the original transaction for the triggering record is successfully committed" that isn't addressed, but maybe you could comment with an explanation on if needed.
Click/choose "Record Triggered Flow" for anyone that was stuck because seeing a different screen than shown. He kind of blew past that part, but he does mention it.
Hi, how to remove blank pages from pdf file?
Thank you! Very helpful!!
You're welcome! Let me know if there are other topics you want me to cover.
Thank you!
You're welcome!
Thanks Chris. I have a question, how would you go about using a word template to use as the basis to be filled out with the invoice information to generate the dynamic PDF? I am looking to replace the same functionality provided by conga.
Chris, your videos are so good and I'm learning so much with you, despite having difficulties with the english (it isn't so good, i speak Portuguese). But thank you for the content!
I appreciate the kind words. Let me know if there are any specific topics you want me to make videos on!
@@ChrisMarquez I don't have much knowledge with APEX, despite having studied (in a very introductory way) some languages such as javascript and python. It would be interesting to have a "trail" where I can learn more about the powerful Apex and Visual Force. Where I work there is also a lot of demand for integrations between systems, especially integrations via API and Webhook. Do you have any content for a beginner? The only knowledge I have with API integrations is with Bubble, which makes it much easier for the developer.
I do have some playlists that might be helpful. Going through the Salesforce Trailhead modules for Apex and Visualforce might also be helpful. Visualforce Playlist: th-cam.com/play/PLL3Iw8hs1QkpMuoJ_W4QrqOG22g851ulD.html Async Apex Playlist: th-cam.com/play/PLL3Iw8hs1QkpB-tovbAjxpjRxrRuWXxTT.html Web Services Playlist: th-cam.com/play/PLL3Iw8hs1Qkq5-feSfNvYUytNe6pl1OEV.html
@@ChrisMarquez Thank you, man. I'll start watching now
How can we include attachments in an email sent through the flow? If there are attachments on the Lead or opportunity, how can we add them? While I understand Flow has limitations, can we use Apex to achieve this? For instance, for all events created under account, contact, or opportunity, we could dynamically attach files and send emails using email templates created within the flow.
I'll make a video on this after investigating further but here are some quick thoughts: You might be able to create an invocable method in apex that retrieves the attachment that should be sent along with the email. The apex method could also send the email as well. In that scenario, the flow acts as the starting point and utilizes apex to do the actual work.
@@ChrisMarquez I have the existing flow where it sends out an email and the email template is setup within the flow. Now I want to include to check on each events and interactions if there is an attachment to include the attachment which i will need apex to get the attachment and the flow will trigger the email, one with attachment and another one without attachment. I hope this make sense.
Thanks for the additional info. I will look into this and will make a video on this soon.
Feel free to leave a comment if you have any questions and/or make a suggestion on what kind of video you would like to see next. Previous Video: th-cam.com/video/lmk8W_U-qRw/w-d-xo.html&lc=UgyRxth4I7ZDwEF7sfN4AaABAg
Can I create controller which include more custom objects?
Yes. You can do something like: public class MyCustomController { // Make sure to define the type of custom object in the variable definition here public customObject customObject0__c customObject0 {get; set;} public List<CustomObject1__c> customObject1List {get; set;} public List<CustomObject2__c> customObject2List {get; set;} // Initialize variables in constructor public MyCustomController() { //Create new instance of a custom object customObject0 = new customObject0__c(); // Query custom object records customObject1List = [SELECT Id, Name, Field1__c FROM CustomObject1__c]; customObject2List = [SELECT Id, Name, Field2__c FROM CustomObject2__c]; } }
Thanks this is great. I had used a future method and an update inside the future method which led to a recursion crises which I somehow got under control using some logical checks in the trigger but this is much more straightforward way for this.
Hello, I am trying to do a screen flow that allows a user to pick from several email templates and then send out the email. Can you do this idea? I can't find a video like that.
Here you go: th-cam.com/video/LmsAHnwnycI/w-d-xo.html
Hey Chris, came across your video randomly and I'm so glad I did! Your content is incredibly informative and I've learned a lot from it. I appreciate the effort you put into creating them. I was wondering if you could consider making a video tutorial on how to generate Word documents within Salesforce with Visualforce and Apex, or with Visual Studio and Lightning Web Components. It would be amazing if you could consider covering this topic in one of your future videos. Looking forward to more great content from you!!
Hi, I want to send Email with attachments for approval process. The email has to send for both salesforce user and/or non salesforce user. Need to capture their response through email itself. How can i do it? Can you please help me with this?
Hi, I want to send Email with attachments for approval process
Hi , the requirement is create a visual force page as form for user and render as pdf and next do digital signature. For user do we need to create object to store details of user
Thank you chris
I had a question, I am currently a SalesForce Developer at my Organization as was tasked to make some changes to an existing onsite ORG. I have written all of the code in a Test environment utilizing Scratch orgs and another ORG that is "not" tied to my production environment. Can I just switch the Authorized ORG to Production in VSCode or should I use a "change-set" via a connected Sandbox ORG ?.
I would personally go the sandbox route and test/verify that everything is working as expected there before doing a change set.
Hi Chris, I have a scenario where I have to iterate over thousands of records. Will this flow work for that condition too or is there any chance for Salesforce governor limit to get hit?
I found documentation that says the limit on retrieved records is 50,000 but it's possible it could still fail even if you're under that limit due to CPU time limits (depends on how much processing you're doing on the records) or even Email Send limits. You might be better off using a different method such as Apex schedulable/batch. help.salesforce.com/s/articleView?id=sf.flow_considerations_limit_transaction.htm&type=5
Hey Chris, i hope you're doing well. can you make a video about saving a VFPage as an attachment to an object using getcontentAsPDF? I'm encountering errors and don't know how to solve it. thanks.
Feel free to comment the code and error you're encountering. I'll try to help you out.
muy buen material Marquez
without enable dev hub in salesforce can we deploy lwc code in salesforce
Yes. Dev Hub is mainly useful for working in Scratch orgs but it's not necessary for LWC.
Hey man just wanna say I appreciate these videos you put up so please don’t stop making them. Thank you
Much appreciated Wanito1697. Are there any specific topics you want me to cover?
Hey Chris, How do you handle if the api accept single record? how does it work when there is bulk data load? Thank you
Good video! Mate you are making my life at work easier two days in a row with these videos xD
Glad to hear it!
I find your videos very comprehensive and I like how you explain why you used what you used in the code unlike other youtubers which don't explain their code and their decisions while showing the code. Keep up the good videos mate!
Great video!
Man your videos are DA BEST... Straight to the point
Hey I have a requirement like I have a picklist in screen flow having all the email templates and I want to send the particular email template at a time how can I achieve this
I'll make a video for this in a few days after thinking about it but here are some thoughts: If you need to strictly stick with your requirements: You could create a apex class that schedules the email send and have the screen flow invoke that, Your Screen flow would ask the user for the time and pass that into the apex class. You'd probably have to implement the Schedulable Interface. I'm not a fan of this solution because you're relying on the user to provide input. Possible simpler, easier solution: You could instead create a scheduled-trigger flow with the exact time you need to send out these email alerts.
@@ChrisMarquez Great videos! Any idea how to setup a Scheduled Flow to send a reminder to all Account owners every 60-90 days to go in an update their owned account records? Maybe the 1st of every quarter would work also. Even with a "get records" element, I still can't seem to have all account record owners be sent an email while testing.
How are you integrating the vs code environment with salesforce? Is there a way to do it in developer console?
I made a video on how to integrate vs code with Salesforce: th-cam.com/video/B8MuSY_s18o/w-d-xo.html
@@ChrisMarquez in doing so, would this just be a copy and paste exercise thereafter?
My other YT tutorial on how to create PDFs in Salesforce: th-cam.com/video/X2HMdJjq3zw/w-d-xo.html
Hello, I've gotten the access token and when requesting from postman to my custom rest resource I get a INVALID_SESSION_ID, token made from connected app works on standard api and my endpoint works when requesting through workbench. Would you have any idea why its not working through postman? Thanks for the video!
Hi Chris; The file downloads, but it's empty. If I use 'content-disposition', 'inline the pdf renders correctly, but when I switch to 'attachment' then it downloads but it does not open (the size of the file is 1KB so I assume it is empty) Any ideas?
Same thing happening to me also
It is working now. I put the same controller in my two Visualforce pages. Now it's working like a charm.
Hi Chris, I hope you're doing well. I was wondering if it's possible to integrate Salesforce Bot and AI to generate responses for user questions. using Post call.
Can you generate muliple pdfs in one email?
Error: Generate PDF Flow An unhandled fault has occurred in this flow An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Could you please assist on this
List has no rows for assignment to SObject -- This error is being shown. I'm a beginner. Could anyone assist on this, please
set an Id in the controller :)
@@naoufalalaa7295 How can I pass account Id dynamically instead of hard coding using custom controller?
Very well explained!