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OptiOpp - Salesforce
United States
เข้าร่วมเมื่อ 14 พ.ค. 2022
OptiOpp gives companies the tools to improve their Salesforce org.
Our easy to install packages allow people of all skill levels to upgrade their CRM. With detailed installation instructions, walkthrough videos, and just a few clicks, you’ll be delivering business-changing value to your Salesforce org in minutes.
Along with posting videos on how to set up these unmanaged packages, OptiOpp offers content on helping viewers with the Salesforce basics and new features.
Our easy to install packages allow people of all skill levels to upgrade their CRM. With detailed installation instructions, walkthrough videos, and just a few clicks, you’ll be delivering business-changing value to your Salesforce org in minutes.
Along with posting videos on how to set up these unmanaged packages, OptiOpp offers content on helping viewers with the Salesforce basics and new features.
Salesforce Metadata Utility UPDATED
Let me know if you have any questions about the Salesforce Metadata Utility in the comments below.
LINK: chrome.google.com/webstore/detail/salesforce-datametadata-u/jkmajpplbomebfegjjagbeoblheeehld
Let me know if you have any questions in the comments below.
LINK: chrome.google.com/webstore/detail/salesforce-datametadata-u/jkmajpplbomebfegjjagbeoblheeehld
Let me know if you have any questions in the comments below.
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Welcome to the OptiOpp TH-cam Channel! If you are looking to learn all things Salesforce related to sharpen your skills on the platform or if you want the current news and updates surrounding Salesforce then you are in the right place! Let us help you maximize your Salesforce expertise, resulting in you saving time which allows you to achieve your business goals. Don't forget to subscribe to th...
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nice
Hello! Is it possible to change the password of the sandbox?
Genius!!!!! Thank you very much!! You are the only one who explain that tip so simply!!Congratulations!!!
Hi is there any way we can add it by edit page directly?
Is it possible: field appears 'read only' on detail page layout but upon edit, it appear editable in the popup window/edit layout ?
Great video - shows how simple the packaging process can be for 1st Gen packages
This is mind-blowing
ayo! bro.That's good tool. but How to import that .csv data in salesforce? and do you know about other ideas related fake data (dummy data) insert in SalesForce? events, tasks, accounts, contacts, etc... + related recordTypes?
Thanks!
good content. I wonder if we can change a child object listview ? for example Accounts > ABC account > opportunities related ABC . Can we do that ?
So grateful for this video! Thank you!
I'm interested in creating a flow like this, but I want there to be one email sent to every opportunity owner of all of their opportunities with Close dates in the past on a weekly basis. Is there ary way to do this, or does each Account owner have to get a separate email for each opportunity?
Hi, Can you guide how the email notification can be sent to the Lead Owner when the Lead has been created in Account Engagement and synched to CRM-SF
without indian accent. nice
when adding a new page layout, where will that appear in the 'live' environment? is it a new section?
Not working here. I can't edit website access and the extension can't read and change site data
Awesome, thanks mate, I'd love to see more straightforward, simple, and clear videos like this.
Good stuff, thanks!
how to change the names of the quick-list icons?
Thank you for the video. I've one question related to chatter In the Account Object, Activities(Log a Call for example) are also recorded in Chatter I've enabled feed tracking in Account but not selected any fields, I cannot unselect enable feed tracking because I need chatter in Accounts, it just that I dont need Chatter to record my Activities. Any idea on this?
Does it work the same on lightning record pages when its upgraded to dynamic forms?
Since this flow is running weekly, in theory this flow checks for the criteria every 7 days? Is that statement correct?
Very helpful! Thank you!
Very helpful. How do you create a report showing what hasn't renewed
Thank you!
I created the email alert and in the recipient type , i didn't find the opportunity owner
what about setting the Close Date to 1 year from the original Close Date to start the renewal sales cycle?
Thanks and please post more video regarding create Flow
This way isn't scalable for sandboxes as the IDs change when you're in Dev environments etc. Best Practice is not to 'hard-code' any IDs in automations.
Yes, good point to add! What Mark is referencing here is that you should use a get that looks at the queues name vs just pulling the ID from set up. That get will allow you to find and use the queue if throughout the flow.
Great video!
Thanks for the feedback!
oh man, is it just me or the video resolution is just terrible, hurting my eyes
Haha sorry was at the start of marking videos. View more recent ones and you’ll see they’re clear 😀
P r o m o s m 🤔
Thanks for watching!
Wow! this saved my day. very crisp and to the point.
Glad it helped you out!
Excellent
Thanks for the feedback!
Thank you so much!!!
You’re welcome!
Good
Thanks for the comment!
Wowh a great tool thanks 🎉
You're welcome!
Great tool, most needed for a admin and developer
Agreed! Thanks for watching
Thanks bud for bringing all this cool extension to us ...really appreciate it . Subscribed
You’re welcome!
Wow! What an awesome tool. Thanks for demoing it.
Thank you @joanieryan740!
Awesome video.. Thanks Just a quick question, does unmanaged package count to the Object and Field limits in an Org? Secondly, if I use unmanaged package to deploy a custom object and fields in my org, when I delete the package, will it also delete the custom Object/fields that have been created?
Great questions! The unmanaged package will count against your object and field count if it has any within the package. For your second question, it would delete the components within the package. There’s some workarounds that you could take, but they take some time. The benefit of unmanaged packages is that you can install them into a sandbox and see their full contents with nothing hidden, unlike managed packages. I’m assuming you can use this custom object package as a building block to help guide you build it yourself in another environment then move into prod.
@@OptiOppSalesforce Thanks
Nicely done and useful. Thanks for sharing.
Thank you, Levon! Appreciate you for watching and the nice comment.
Great video, thanks for sharing!
You’re welcome!
This is going to change the CRM game.
For sure!
Quick and to the point thank you!
holy fuck. immensely. though there's a lot of potential to create bad data at scale... There's also potential to save tons of time for salespeople or customer success/bdrs. Automating high volume sales activities between a lot of different systems will free up a huge amount of time. If I had to guess, I'd say a salesperson interacts with more than a dozen different tools in order to close a sale. This will be huge for sales once it is tested and proven, and will free up tons of time to allow for more product to be sold.
I agree! No more clicking between tabs to piece together data to send an email or pick up the phone. Same benefits could be applied to other professions as well.
Hi, i have question regarding a flow i want to create . A Credit score range should be updated automatically whenever value in credit score is updated. For example If Credit score is updated to 600 , then the credit score range should be updated to "699 and below". (Credit score range which includes values -"699 and below", "700-719", "720-749" and "750 and above") I choose the record trigger flow but i'm not sure about which element to choose and how i can achieve this flow .Can you please help me out?
Hey Sani! I actually don't think a flow is needed here. A formula that looks at the credit score should do! Try creating this formula and if you can't get it to work, schedule some time with me and I'll help you solve it for free :) calendly.com/optiopp/30min IF(ISBLANK(Credit_Score__c),"", IF(Credit_Score__c<700,"699 and below", IF(Credit_Score__c<720,"700-719", IF(Credit_Score__c<750,"720-749", "750 and above"))))
Hi, the extension is great. However, fields are often not accessible. In the right pane, it is diplayed "Root". Am I missing something? Thx
Glad you're finding it useful! I'm not experiencing this issue myself. I bet their support at support@adminhub.cloud can assist you. My best guess is it's a field level security issue? Tough to tell without being able to investigate in your org.
This seems to only work if there is only one opportunity in the salesforce instance. I tested this with 4 opportunities, 3 of which have close dates in the future, and 1 in the past. The first opportunity the flow caught was one of the 3 that had close dates in the future and stopped. I believe there needs to be a loop or get records element?
Because it's a scheduled triggered flow, it shouldn't need a loop element. The Scheduled Triggered flow is also looking at the Opportunity object and we're only pulling data from $record. Happy to help you solve it for free! Just book some time here: calendly.com/botji/30min
@@OptiOppSalesforce wow! Thank you! Just scheduled.
@@luldedinside Did it work for you, I tried the same thing today but it triggered only one opportunity out of 3
@@ambuj.shuklawe ended up getting to work for him after meeting. His issue was due to his email server blocking the emails that were coming from salesforce, which we ended up resolving
Cool work! Love the dynamic components!
Thank you!