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Emon
เข้าร่วมเมื่อ 30 มี.ค. 2011
Hey all, thanks for checking out my channel. Here I will be showing you salesforce videos and maybe other stuff. Stay tuned for more.
Salesforce: Automatically Create Opportunity Contact Roles for Newly Created Opportunities
In this video, I will be showing you how you can add a opportunity contract role(s) to a newly created opportunity record.
I will also demonstrate how you can make the opportunity contact role as a primary contact.
As of now, there is no standard in Salesforce where opportunity contact role(s) are created when opportunities are created and associated. Instead, we will build a record triggered after save flow to make this happen.
It is crucial to have a contact for an opportunity so at least it will be easy for users to keep track of who is associated with the deal they are trying to work.
It may also be useful when it comes to marketing automation when using Salesforce Marketing Cloud or any other tool.
Resources:
Opportunity contact role: help.salesforce.com/s/articleView?id=sf.sales_core_opp_contact_roles.htm&type=5
Flow: help.salesforce.com/s/articleView?id=sf.flow.htm&type=5
GitHub:
github.com/emon654
check out this awesome blog:
definingaffect.com
Linkedin
www.linkedin.com/company/systemize-pro/
***Timestamp***
00:00 - Intro
00:19 - Custom Checkbox fields
01:14 - Flow Building
02:25 - Flow Building - Decision element
03:33 - Flow Building - Get Record element
04:20 - Object relation explanation
05:29 - Flow Building - Loop element
06:01 - Flow Building - Assignment element
06:31 - Creating variables and assigning them
10:05 - Flow Building - Create Record element
10:46 - Flow Building - Update Record element
12:36 - Debug flow and review log
14:00 - Let's look at records to test first
14:51 - Testing it!
15:46 - Outro
I will also demonstrate how you can make the opportunity contact role as a primary contact.
As of now, there is no standard in Salesforce where opportunity contact role(s) are created when opportunities are created and associated. Instead, we will build a record triggered after save flow to make this happen.
It is crucial to have a contact for an opportunity so at least it will be easy for users to keep track of who is associated with the deal they are trying to work.
It may also be useful when it comes to marketing automation when using Salesforce Marketing Cloud or any other tool.
Resources:
Opportunity contact role: help.salesforce.com/s/articleView?id=sf.sales_core_opp_contact_roles.htm&type=5
Flow: help.salesforce.com/s/articleView?id=sf.flow.htm&type=5
GitHub:
github.com/emon654
check out this awesome blog:
definingaffect.com
www.linkedin.com/company/systemize-pro/
***Timestamp***
00:00 - Intro
00:19 - Custom Checkbox fields
01:14 - Flow Building
02:25 - Flow Building - Decision element
03:33 - Flow Building - Get Record element
04:20 - Object relation explanation
05:29 - Flow Building - Loop element
06:01 - Flow Building - Assignment element
06:31 - Creating variables and assigning them
10:05 - Flow Building - Create Record element
10:46 - Flow Building - Update Record element
12:36 - Debug flow and review log
14:00 - Let's look at records to test first
14:51 - Testing it!
15:46 - Outro
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Thanks man!
Great video !! But I think this flow is not buklified in-terms of governor limits since multiple dml are used. Flow should create all records at once may be by collections.
Would anyone happen to know if there is a certain permission that despite limiting what roles that are granted. The user can still select all roles. I thought it might be this Manage Roles but removed that from profile yet they can still see all. I also removed all permission sets for testing and can't seem to figure this out.
Very good video to get a quick understanding of the products and catalogs
Why I am not able to see quick action button in this view page?
Macros*
Thank You sir, this video was very helpful.
Thank you
Made our sales team very happy!
It was really understandable video. Keep it up
What if you would like to add social media buttons to the signature?
great video! thank you!
Thank you!! Just what I was looking for!
thanks so much for this
Can you add an action button to a task? I can’t get a list view on the object to populate
I don't understood for what the Reporting Snapshots are used.
the current user image email signature is override after selecting the lightning email template but i want the current user image signature in the email template. Can we achieve this scenario???
Great video!
Useful Information
Great advice! Thank you!
Thanks, But when I reply to an email the signature placed at the end of the whole trail email. Can we fix it?
Good video. Thanks for the explanation.
Promo*SM
Hi . Thanks for the video on this topic . Can you please tell me how to change the API version of Field Service Mobile Flow .Thank you
Good explanation!
Very helpful video thank you very much!
Do you know if there are limitations for delegated admins to assign perm sets/perm set groups to community plus users?
THANK YOU!!! helped me complete a work project
Would the email signature appear the same way if sent from a cadence?
It may if it is sent from the user. This thread may shine a light to your question I hope this helps. trailhead.salesforce.com/trailblazer-community/feed/0D54S00000FT7CKSA1
I like that short and understandable Video, thank
go slower so we can use all of our 8 hour work day here
I couldn't find where to modify my signature, and now, thanks to your video, my signature is the best in the company, Nice job!
Very helpful, thank you! You have a very pleasant voice and style of explaining!
Thank you so much! is there a way we can add a picture to the left side? Kind of like my picture, and the info on the right?
I'm trying to set someone up as delegated admin so that they can log in as users for troubleshooting purposes but when that person goes to the user that they would like to login in as, they're only getting 3 buttons at the top of the user record, "edit, sharing, reset password". Why is that? There is no "Login" button and I've done everything mentioned in the video.
Hi, once you have the delegated administration set up ensure that the "Enable for group Login access" is checked. Make sure that the users the delegated admin is going manage meets your criteria for profile and roles as you defined in the delegated administration settings. "login" should appear next to the edit button. it'd be best to test this with the person assigned as the DA just to see a side by side comparison. I hope this helps.
helllo brother you havre one conatct for i say to you questions?
Thank you
I have access to the Marco's another colleague of mine created. However my other colleague can't view them? Do you have any video's on Macros?
Can you make a video on how to add new type reason's for closing cases?
If you mean by adding a picklist value. You could go into set up> Object manager> search and click on case object> click fields and relationships> click on "Type" field click new underneath "Case Type Picklist Values"> add the desired value> Click save. I hope this helps.
@@WhyNotEmon Thank you!
This was very helpful! Thank you!!
It's blurry. Can you upload a new one on this subject?
Sorry, it appears blurry for you. Have you tried adjusting the resolution by clicking on the gear icon?
That worked, thank you! I love your videos. Can you post more? :)
Is there a way to add the field, "Is Split" to the Opportunity page layout?
Do you mean like a formula checkbox? I do not believe you can.
In Apr '23 you need to set Opportunity Teams as true in order to see Opportunity Splits Settings.
Thank you Jorge for the update!
Thank you
thanks
Hello and thank you for your video. Is it possible to provide the image itself with a link. In outlook, for example, you can add a hyperlink to an image. Is it possible to do the same in the Salesforce signature ? Thanks for the answer.
Hi, I am not sure if it would be possible but this source might be able to provide some insight: help.salesforce.com/s/articleView?id=000384067&type=1 I hope this helps.
Thanks for the breakdown! Such a simple concept and we often overcomplicate.
I am happy it helped you!
I don't do a lot of work in HTML... but with your guidance I was able to successfully add a RTF signature with the company logo :D... Thanks!!!!
I'm trying to do this and get a nice email signature...
When mapping fields through data loader you can also drag and drop to match it to the appropriate fields. **TIMESTAMP** Intro - 0:00 Menu bar - 1:01 Insert - 4:18 Update - 9:23 Upsert - 11:30 Delete - 14:24 Export - 16:30 Export All - 18:54 Hard Delete - 20:20 Assigning Permission to use Hard Delete - 25:33
Yes I found the video helpful. Thank you.