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Very helpful buddy, thnks

This is awesome ..thanks for sharing. Now i gotta go and play around with free version

What about building a flow that automatically fills a custom field on an account once an opp is closed won?

Your tutorials are so clear and easy to follow. I've been struggling to adapt a flow similar to this to allow a user to create multiple project records to account for recurring work (essentially the same type of project with tasks needs to happen monthly, quarterly, etc.). Have you encountered any similar requirements and solved for this scenario?

Can we add a default selected value for this lookup field?

Does the following flow works when an object has multiple record type?

Hİ. How can I make it work on the first Monday of every month?

Loved the project management app video! It was very helpful and easy to follow. We use TaskRay at my company. I like that it's integrated into Salesforce so I don't have to leave our org to manage projects. But you also make a good point about balancing the user costs to make a good decision. Great video as always Brian! Keep em coming!

thank you for this video. this was a solution for one of my clients. i would point out that i tried using the rich text as a merge field in classic email templates - but the formatting wasn't carrying over. so i ended up creating the email template within the flow via Better Emails from unofficialSF

Thanks for these video's Brian. They help a lot!

Hi Brian are you sure that the field queue emails works the way you desbribes it ?

What about Console App?

Can we send emails in Salesforce essentials

A third option is to use Formula Evaluates to true(seen at 5:26) then create a formula much like the formula field option {!$Record.RecordType.DeveloperName}='MyRecordtypeName'

This helped me soooo much!!!! Thank you!!!

This came in clutch!

Brian, I'm getting an error if the Topic already exists. How do I prevent it to run if a matching Topic exists?

Thank you so much for sharing it this video helped me ace my interview!

Could u pls teach how to create automatic daily reports and send it to onedrive cloud

Thank you for sharing. Will it consume the Apex email daily limit? because I have seen apex email somewhere in the flow.

How would you report on snapshot data if you wanted to see how many opportunities were in a given stage on a week over week basis? Would you need to create a flow to snapshot opportunities every week? I can't figure out what report type to use here. History doesn't really do the trick, since it excludes opportunities that aren't changing.

i need NOT CSV format :(((

What about if I want to go a step further and say the condition is only if the assigned to ID matches the contact owner ID? Essentially making a field that shows "Last Activity from Owner"

How can I group the contacts based on account id, I want to show the account name only once and under that I want to keep all related contacts, user shoud be able to select the contacts

Good Workaround

do you still do live classes?

Thank you for making it so clear! In my case, it was necessary to enable the "Check for Matching Records" to prevent duplicates.

Precious! 😍

Thank you, Brian. I am new to SF Flows and this was helpful. I followed your steps and I am receiving REQUIRED_FIELD_MISSING: Required fields are missing: [ContactId] error. Did I miss a step or is this a result of our SF configuration?

Brian, this is a tremendous help .I am very new to creating flow and following along with your video was very easy . A big thank you from your newest and biggest fan! :)

Very helpful! thank you

Thank you! Do you have a tutorial on how to flow down Mailing Country or address from Account Object to Donation or Order Object?

Hahah wow. I really needed to refresh my Admin knowledge with this...

Thankyou for the vid! Just have one question, is contact status editable like this on a list view?

Thanks - you're a great teacher. Look forward to getting this going. I can't get it to work. A key point is that I don't get the choice "use separate resources and literal values" -I just "manual" or "from a record variable". I have the most basic version of Salesforce so may not have the deep ability of the version you're using. Update - I ended creating 7 tasks (upon the triggering task being marked complete) that need to happen to prep for client meeting, starting about 70 days in future, added formula for the date field based on completing initial task " + X" for days in the future, and that worked.

Great tutorial! but I have a question, it is possible to add a boolean value as a check box to the html table?

Hey Brian! Thanks for sharing. Will this work if the email recipient does not have a SF log in?

Great video. I want to integerate ChatGPT with Salesforce to create a email based on the prompt and send this email to compaign list

Super helpful. I tried the first tip!

Hey at the moment i ve enroll on a salesforce bootcamp , so i have a question how can you give acces to sales reps only to the quotes that they create?

ChatGPT ain't got nothing on you in this video.. great material for my advanced admin study

Thanks for this tutorial. Is it possible to use a similar build to link opportunities that have been paid through a API connection to a payment portal to an existing opportunity?

@Rotive I'm trying to track how long sales reps have their opportunities open. Is there a report anyone can recommend that would show me how to track how long does it take an Opportunity to be created to when it is closed (closed-won or closed lost, doesn't matter). I want it to look like this Opportunity Stage Conversion report but instead of the percentages of the converted states, it shows me the duration. I know there's an option to add Age as a Column, but it's not giving me the information I think I want.

Is there a way to display the sum of 2 sum totals from 2 entirely different report types and display it as a number tile on a dashboard?

Thanks!

Amazing video ...wish I had seen it much earlier would have saved me several headaches...Thank you

I cannot stress how stupid it is that there isn't just a related to field in the note creation. This extra step is nonsense, and it makes it more difficult to implement compared to the classic version.

I have to clone a dashboard for multiple markets (say I have to clone a dashboard aimed at France for every country in Europe). This dashboard has about 10 underlying reports with the same filter (i.e. Market equals France). Currently, I'm manually opening every report, editing it and using "Save As" to save it. When I'm done with cloning the reports, I clone the dashboard and change all sources. This is quite time consuming. Question: I'm wondering whether it's possible to clone dashboards and their underlying reports in an efficient way?

This is awesome! 2 questions: 1. Does this take in consider both if the score increases and decreases? 2. What change do i need to do in the flow for this to be applicable on an organisation that lets 1 contact be related to multiple accounts?

I liked your explanation. Do u have any series for Admin track ?