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6.0 Intro: Dynamic Assessments using OmniScripts for Salesforce
Dynamic Assessment is a challenging topic, but a useful feature that is included in NonProfit Cloud (NPC). It allows you to conditionally include questions in a survey based on responses. Rather than review the topic sequentially, I first suggest that you start with 6.10 "End to End". This will give you an overview of the process so you can consider adding them to your Salesforce Application.
0:00 Why Dynamic Assessment is a valuable tool
0:50 Navigating to the Trailhead Instructions
1:44 Documentation of Errors saved as Appendixes
1:54 Start with 6.10 "End to End"
2:32 Next watch 6a2 Object Relationships
Playlist: NonProfit Cloud (NPC) Dynamic Assessment with OmniScript th-cam.com/play/PLVkg_BRPOj3yE5Yds9UtP9w2wUYfrxPaF.html
** 6.0 Intro: Dynamic Assessments using OmniScripts th-cam.com/video/UyHsRt4u0LM/w-d-xo.html
** 6.1 Why Public Sector Inspections are relevant for Salesforce Nonprofit Cloud Dynamic Assessment th-cam.com/video/E7dn-00Xe9U/w-d-xo.html
** 6.2 When to use Salesforce Public Sector Inspections vs Nonprofit/Industry Cloud Dynamic Assessment th-cam.com/video/CzTOStf0a98/w-d-xo.html
** 6.3 Building Action Plan Templates with Assessment Execution v Industry types for Dynamic Assessment th-cam.com/video/KJDXpmWap_k/w-d-xo.html
** 6.4 Setup for OmniStudio, Discovery Framework, Action Plans, Industry and Dynamic Assessment th-cam.com/video/U52SVezKY_I/w-d-xo.html
** 6.5 Field Options for Dynamic Assessment Questions compared to similar Salesforce Inspection Objects th-cam.com/video/vhwMLSQ438E/w-d-xo.html
** 6.6 Building Dynamic Assessment using OmniScript with Conditional Questions - Preview and Activation th-cam.com/video/Ne7Ifpqo954/w-d-xo.html
** 6.7 Build Action Plan Template with Generic Assessment Task with OmniScript for Dynamic Assessment th-cam.com/video/GcZ-uWgqj10/w-d-xo.html
** 6.8 Create Visit with Action Plan that includes Dynamic Assessment built with Salesforce OmniScripts th-cam.com/video/eSOsvsmpuRg/w-d-xo.html
** 6.9 Complete a scheduled Visit that includes Dynamic Assessment built with Salesforce OmniScripts th-cam.com/video/pQWhQtdFxxE/w-d-xo.html
*** 6.10 End-to-End successfully create Dynamic Assessments using OmniScript with Conditional Questions th-cam.com/video/2yl7RMUjXBw/w-d-xo.html
** 6a1 FAILED Attempt at building Omniscript with Dynamic Assessment shows errors (prior to video 6.6) th-cam.com/video/UN2B8kUQG8U/w-d-xo.html
*** 6a2 Object relationships for Dynamic Assessments - Salesforce OmniScript and Omni Process Elements th-cam.com/video/F_9cTEpThgE/w-d-xo.html
** 6a3 After Failed Attempt to Build Dynamic Assessment - review of Trailhead Steps and Salesforce Help th-cam.com/video/7OOorLSYKrM/w-d-xo.html
Link to the full Playlist: Salesforce NonProfit (NPC) Cloud - Outcomes Management Trailhead Units - end-to-end using a Trial Org th-cam.com/play/PLVkg_BRPOj3yok7LuO-7roJ5OdpJPWxMv.html
Link to Manage Programs with NonProfit Cloud youtube playlist: th-cam.com/play/PLVkg_BRPOj3wL6HALDK22EfjQALLFw8nZ.html
มุมมอง: 398

วีดีโอ

5.0 Data Models + Industry Cloud Integration Issues - Salesforce Nonprofit Cloud Outcome Management
มุมมอง 844 หลายเดือนก่อน
This provides a transition between the "Manage Programs with Nonprofit Cloud" Salesforce Trailhead module and the "Accelerating Impact with Outcome Management" module. They were cobbled together since Care Plans are based on Healthcare Cloud. Outcomes was built for the Public Sector Cloud. The resulting solution can work but the jargon requires some architectural decisions regarding the integra...
4.4 Manage and Close Care Plan - Intro to Industries Cloud Resources - Salesforce NonProfit Cloud
มุมมอง 604 หลายเดือนก่อน
This final video for the Playlist has the steps for closing Goals and Care Plans. It also provides resources for additional topics including Tasks, Activities and Interaction Summaries; Dynamic Assessments, Actionable Relationship Center (ARC) and the extensive Industries Cloud resources. 0:00 intro to final summary 0:19 Tasks, Activities and Interaction Summaries 1:42 Steps for closing Goals a...
4.3 NPC Build Care Plan from Template w Goals/Benefits: Salesforce NonProfit Cloud Prgrm Case Mgmt
มุมมอง 954 หลายเดือนก่อน
Building a Care Plan from an existing Care Plan Template, adding Goal Assignments and Benefit Assignments. Then assigning a Care Plan and reviewing the resulting records. 0:00 Intro and recap 0:36 Create Care Plan from Open Cases 2:09 Add Benefit and Goal Details 3:36 Add additional Goals and Benefits 4:32 Assign a Care Plan and review resulting records 6:15 Next steps Here is the full Playlist...
4.2 NPC Building new Care Plan Template with Action Plan: Salesforce NonProfit Cloud Prgrm Case Mgmt
มุมมอง 2084 หลายเดือนก่อน
Configuring Care Plan Templates by adding Goals and Benefits. Then after "publishing", we can add an Action Plan Template 0:00 Intro and recap of the data model 1:21 Review of Goal-related objects in NonProfit Cloud 2:41 Challenges related to building a new Care Plan Template 6.16 Adding an Action Plan Template 7:14 Next steps ideas.salesforce.com/s/idea/a0B8W00000Qc1yNUAR/wouldnt-it-be-helpful...
4.1 NPC Goal Definition and Action Plan Template: Salesforce NonProfit Cloud Program Case Management
มุมมอง 1624 หลายเดือนก่อน
Define Top and Intermediate Goals Definitions and Create Action Templates with Tasks 0:00 Intro and add Care Plan Template to Lightning Page 1:31 Build a Top Goal Definition 2.12 Build an Intermediate Goal Definition 2:37 Create Action Plan Templates 3:48 Add Tasks to a Care Plan Template 4:49 next step Here is the full Playlist: th-cam.com/play/PLVkg_BRPOj3wL6HALDK22EfjQALLFw8nZ.html NonProfit...
3.1 Creating NPC Case with Participants from Referral: Salesforce NonProfit Cloud Program Management
มุมมอง 1494 หลายเดือนก่อน
Creating a Case from a Referral and adding/updating Case Participants. Reviewing newly created and existing Case records that are included in the Trial Org. 0:00 intro and pre-work: Omniscript activation 0:31 creating a Case from a Referral 3:54 adding and updating Case Participants 5:03 reviewing the newly created Case record 5:44 reviewing an existing Case record - included in the Trial 6:25 ...
3.0 Omniscript NPC "Create Referral Case" Activation: Salesforce NonProfit Cloud Program Management
มุมมอง 1014 หลายเดือนก่อน
To enable Referrals, the Omniscript "Create Referral Case" needed to be de-activated, then re-activated. 0:00 overview of the initial error from Omniscript 1:31 instructions to deactivate and activate Omniscript 2:31 success and summary Here is the full Playlist: th-cam.com/play/PLVkg_BRPOj3wL6HALDK22EfjQALLFw8nZ.html NonProfit Cloud (NPC) Program Management - Case Management Trailheads - end-t...
2.6 Tracking Ad Hoc or Anonymous NPC Recipients: Salesforce NonProfit Cloud Program Management
มุมมอง 574 หลายเดือนก่อน
Tracking Ad Hoc (one-time) Participants and Anonymous Recipients and their effects on participant counts for Benefit Sessions 0:00 Intro 0:38 Worksteps for Ad Hoc Participants in Benefit Sessions 2:56 Creating Benefit Disbursements for Anonymous Recipients 5:24 Summary and next steps Here is the full Playlist: th-cam.com/play/PLVkg_BRPOj3wL6HALDK22EfjQALLFw8nZ.html NonProfit Cloud (NPC) Program...
2.5 Updating NPC Attendance for Multiple Participants: Salesforce NonProfit Cloud Program Management
มุมมอง 774 หลายเดือนก่อน
Navigating to Attendance Tracking features, updating Attendance for multiple participants. Then Tracking Attendance for only one participant. 0:00 Intro 00:15 Navigating to Attendance tracking features 2:48 Updating Attendance for multiple participants 4:31 Tracking Attendance for only one participant Here is the full Playlist: th-cam.com/play/PLVkg_BRPOj3wL6HALDK22EfjQALLFw8nZ.html NonProfit C...
2.4 NonProfit Cloud NPC Data Model ERD - Trailhead Jargon - Salesforce Program Management
มุมมอง 1194 หลายเดือนก่อน
Before diving into the Tracking Attendance Trailhead unit, this is a quick summary and clarification regarding the language used in the Trailhead and the relationship between NPC objects. 0:00 Intro 0:41 Trailhead Jargon 1:55 NonProfit Cloud Data Model recap 3:14 Next Step Here is the full Playlist: th-cam.com/play/PLVkg_BRPOj3wL6HALDK22EfjQALLFw8nZ.html NonProfit Cloud (NPC) Program Management...
2.3 Adding NPC Participants to Benefit Schedules of Sessions - Salesforce Nonprofit Cloud Prgrm Mgmt
มุมมอง 1004 หลายเดือนก่อน
Demonstrates the process for searching for, filtering, selecting and adding Participants to a Benefit Schedule of Benefit Sessions and to a single Benefit Session. This results in Benefit Schedule Assignment and Benefit Disbursement records. Also adds a Program Enrollment record if it hasn't already been created. 0:00 Intro to Benefit Assignments 1:01 Adding Participants to a Benefit Schedule o...
2.2 Creating NPC Benefit Schedules and Sessions - Salesforce Nonprofit Cloud Program Management
มุมมอง 2084 หลายเดือนก่อน
After creating a Benefit, this video shows how to schedule one-time and recurring Benefit (services) Sessions by creating Benefit (service) Schedules along with some helpful tips. 0:00 Recap of the Program Data Model 1:21 Create a one time Benefit Session 4.:23 "Favorite" All Benefit Schedules Listview 4:31 Schedule a recurring Benefit Session 6.41 Adding a Benefit Session to an Existing Schedu...
2.1 Add Participants to an NPC Program - Salesforce Nonprofit Cloud Program Management
มุมมอง 1564 หลายเดือนก่อน
Salesforce Nonprofit Cloud introduction to Program Enrollment and Related objects Topics include Participants, Recipients and Beneficiaries; Program Enrollments by either Contacts or Accounts (using Person Accounts); Worksteps for adding Participants to a Program creating a Program Enrollment; Initial reference to parent and child Programs and Cohorts - future topics. This is my walkthrough of ...
1.0 Build test NPC Benefit and Program records - Salesforce Nonprofit Cloud Program Management
มุมมอง 3364 หลายเดือนก่อน
Introduction to Salesforce NonProfit Cloud (NPC) Program Management objects. To create a Benefit (services) record, you first need to have a Program record, a Benefit Type record, and a Unit of Measure record. This is my walkthrough of the steps to build these records based on the Salesforce Trailhead module using a Trial Org created in July 2024. 0:00 Trial Org introduction 0:54 Create sample ...
Auto Add "Table of Contents" tab to a Google Spreadsheet
มุมมอง 1.9K8 หลายเดือนก่อน
Auto Add "Table of Contents" tab to a Google Spreadsheet
Enabling the Related Contacts tab to relate Person Accounts to Business Accounts
มุมมอง 6588 หลายเดือนก่อน
Enabling the Related Contacts tab to relate Person Accounts to Business Accounts
Custom Object Import 7.0 - Advanced Features: Validation, Dependencies, History Tracking, Path
มุมมอง 5910 หลายเดือนก่อน
Custom Object Import 7.0 - Advanced Features: Validation, Dependencies, History Tracking, Path
Custom Object Import 6.0 - Add Listviews and Compact Layout
มุมมอง 12810 หลายเดือนก่อน
Custom Object Import 6.0 - Add Listviews and Compact Layout
Custom Object Import 5.0 - Add Relationship (Lookup) Fields
มุมมอง 28710 หลายเดือนก่อน
Custom Object Import 5.0 - Add Relationship (Lookup) Fields
Custom Object Import 4.0 - Field Edits: Formats, Help Text, Required
มุมมอง 14510 หลายเดือนก่อน
Custom Object Import 4.0 - Field Edits: Formats, Help Text, Required
Custom Object Import 3.0 - Creating Sections in a Salesforce Page Layout
มุมมอง 48010 หลายเดือนก่อน
Custom Object Import 3.0 - Creating Sections in a Salesforce Page Layout
Using Salesforce Object Creator to build a Custom Object from a Spreadsheet for Outcome Harvesting
มุมมอง 28410 หลายเดือนก่อน
Using Salesforce Object Creator to build a Custom Object from a Spreadsheet for Outcome Harvesting
Build a Custom Object from a Spreadsheet for Outcome Harvesting using Salesforce Object Creator
มุมมอง 20810 หลายเดือนก่อน
Build a Custom Object from a Spreadsheet for Outcome Harvesting using Salesforce Object Creator
Einstein Prediction Builder 1.3 Interpreting Results
มุมมอง 2212 ปีที่แล้ว
Einstein Prediction Builder 1.3 Interpreting Results
Einstein Prediction Builder 1.2 from Launch to Scorecard
มุมมอง 1982 ปีที่แล้ว
Einstein Prediction Builder 1.2 from Launch to Scorecard
Einstein Prediction Builder 1.1 Source Data built by Snowfakery
มุมมอง 1732 ปีที่แล้ว
Einstein Prediction Builder 1.1 Source Data built by Snowfakery
setting Salesforce My Domain - very basic intro
มุมมอง 9K4 ปีที่แล้ว
setting Salesforce My Domain - very basic intro
Salesforce Lightning Twitter Component: removing, moving, or adding
มุมมอง 2.3K5 ปีที่แล้ว
Salesforce Lightning Twitter Component: removing, moving, or adding
Einstein Next Best Action: Simple, Complete Example
มุมมอง 22K5 ปีที่แล้ว
Einstein Next Best Action: Simple, Complete Example

ความคิดเห็น

  • @robteran
    @robteran 11 วันที่ผ่านมา

    Very much appreciated

  • @LysaLion
    @LysaLion หลายเดือนก่อน

    great demo! thank you! this is what i need.

  • @aitothechamp7263
    @aitothechamp7263 หลายเดือนก่อน

    Helpful

  • @priyadharshini491
    @priyadharshini491 3 หลายเดือนก่อน

    I follow along the Website Integration for Volunteer Management with V4S module in trailhead , I get "Sorry, there are no volunteer jobs available at this time." Can you please help me to resolve this...

  • @DrBDIY
    @DrBDIY 4 หลายเดือนก่อน

    Just started hacking with forms, sheets and maps. I ran into same situation. I guess it hasn't changed. Thanks for the video.

  • @jacopozandona4315
    @jacopozandona4315 6 หลายเดือนก่อน

    ThankYou from Italy!!!

  • @VishnuKumar-vn2ej
    @VishnuKumar-vn2ej 6 หลายเดือนก่อน

    how to customize activities

  • @777dingo
    @777dingo 8 หลายเดือนก่อน

    What form do you use for a "NOT TAX EXEMPT" Unincorporated Non Profit association with less than $18,000 in revenue

  • @cartergomez5390
    @cartergomez5390 10 หลายเดือนก่อน

    Wow! I am a human services graduate student and I'm currently studying non-profit principles and practices and I have to complete a discussion after learning about this and the tax form that has to be filled out, all the information is just blowing my mind and it still doesn't make any sense to me 🤯

  • @darioc7156
    @darioc7156 10 หลายเดือนก่อน

    Use the kanban

  • @alinpierojavier7402
    @alinpierojavier7402 11 หลายเดือนก่อน

    Nice, but if I wanna to show to price analist o risk analist?.

  • @seabright221
    @seabright221 ปีที่แล้ว

    🎯 Key Takeaways for quick navigation: 00:28 📢 The video focuses on managing feed tracking in Salesforce Lightning's Chatter feature. 01:09 🛠️ Feed tracking allows monitoring changes in specific fields; you can select up to 20 fields to track per object. 02:30 🔍 Field tracking happens at the object level, influencing what information is shared with everyone in the system. 03:09 🔄 After enabling feed tracking, changes to tracked fields generate chatter posts visible to users, aiding communication. 03:49 📚 Chatter posts provide automatic updates; users can follow accounts to stay informed about changes. Made with HARPA AI

  • @LuizFelipe-mj4su
    @LuizFelipe-mj4su ปีที่แล้ว

    Thank you!

  • @WeIgniteNations
    @WeIgniteNations ปีที่แล้ว

    Great tutorial on setting up a NEW instance, but How do I DELETE fields once they are mapped? I"ve been tearing my hair out and nobody can help figure it out. I have deleted the fields from Mailchimp but they are still showing up in the salesforce-mailchimp mapping and i see no way to delete them... I would greatly appreciate your assistance.

  • @jpummill8735
    @jpummill8735 ปีที่แล้ว

    Dude needs to speak up. ;-\

  • @pragathisri2558
    @pragathisri2558 ปีที่แล้ว

    Can we use different fields in matching methode

  • @kamalapokhrel5673
    @kamalapokhrel5673 ปีที่แล้ว

    Will this worok for formula field too?

  • @franjohnson7890
    @franjohnson7890 ปีที่แล้ว

    Bless you! I was loosing my mind trying to figure this out. Thanks for the simple video to correct my issue!

  • @akhilach3335
    @akhilach3335 ปีที่แล้ว

    Thank you for sharing the steps. However, I do not see the notification email in my inbox although the contact is created and it shows in the tasks as well that the email is sent. Please could you suggest how to work on it.

  • @mr.mehulkayasth5080
    @mr.mehulkayasth5080 ปีที่แล้ว

    How I'll Restrict Access for ONLY ONE Account. But, Please make sure that the account have access to the records for which it is owner. They should not be able to see any other records in salesforce.

  • @mojamamonja1897
    @mojamamonja1897 ปีที่แล้ว

    To see the MAP button, ZOOM OUT. You're welcome.

  • @shubhambonde734
    @shubhambonde734 2 ปีที่แล้ว

    useless

  • @CriCKiD3
    @CriCKiD3 2 ปีที่แล้ว

    im new to salesforce, im Currently i can only add one user toa. custom salesforce platform user profile. When i try to assign a user to another custom profile the option for that profile does not appear. What can i do?

  • @amyharmon446
    @amyharmon446 2 ปีที่แล้ว

    I started out doing Salesforce on my phone but the last module needed me to drag and drop so I finally had to get out my laptop. Then I ran into the issue of not being able to click on the Map button. I can't believe it didn't occur to me to change the font size of the screen but THANK YOU for adding that little bit of information. I can now move on lol.

  • @kcvikram2219
    @kcvikram2219 2 ปีที่แล้ว

    Hi I am unable to drag fields. Please help

  • @Ftalkies37030
    @Ftalkies37030 2 ปีที่แล้ว

    My screen not showing map option how to get it ?

  • @sunriseeternity300
    @sunriseeternity300 2 ปีที่แล้ว

    The "next" button does not show up on the "map you field box? The top 80% percent of the box shows up, but not the bottom 20%. I cant close the box.

  • @ayshamunavara5742
    @ayshamunavara5742 2 ปีที่แล้ว

    Thank you so much as I troubled to find the map

  • @ps6701
    @ps6701 2 ปีที่แล้ว

    how to remove one of the related link from the related list quick link component?

  • @АльонаГерасимчук-э9в
    @АльонаГерасимчук-э9в 2 ปีที่แล้ว

    hepl please) All in one field, why? When I download file and when I maped. After that in one account in every field all (name, phone and other)

  • @peruchitamolinera
    @peruchitamolinera 2 ปีที่แล้ว

    I already saw 3 videos of different Salesforce experts in TH-cam, but nobody shows or is showing what is contained behind a Duplicate Record Item record...

  • @akindeletobiloba6659
    @akindeletobiloba6659 2 ปีที่แล้ว

    Thank you for this video, I just want to ask what if I have submitted already and I want to edit my response, but at the end of it I can't submit because the creator of the form has locked it from responses at the moment, would my previous answer still be saved for the creator to see? I wrote a test and this is making me woried

    • @Forceorg
      @Forceorg 2 ปีที่แล้ว

      Yes, each submission is saved as a row in the Google Sheet so as long as you submitted prior to the Form being locked, it should have created a response row

  • @sanketshinde8275
    @sanketshinde8275 2 ปีที่แล้ว

    How we can do this using LWC

  • @thihaihahoang4609
    @thihaihahoang4609 2 ปีที่แล้ว

    Tks so much! Not sure if u could please walk me through how did you create that flow please? Tks so much in advance (was trying myself and struggling to get the same)

  • @user-mh5dp8uv3u
    @user-mh5dp8uv3u 2 ปีที่แล้ว

    0:07 Hi brother thanks for the video, you are doing an Amazing job. I have one critical doubt, I have added a new custom field called "Time" for Activity object, and added it to Event, Task Layout, also made it visible to all profiles. But in the contact, opportunity or Lead detail page in the related list item on the Activity | Chatter Tabs, bar(0:07) , I could not see the "Time" custom field when i click on 'New Task' or 'Log a Call'. Kindly help me on this, please. Thanks much !

  • @veera9990
    @veera9990 2 ปีที่แล้ว

    Good content mate

  • @dhirajjadhav4652
    @dhirajjadhav4652 2 ปีที่แล้ว

    Thank you so much for creating this video . I was very frustrated before watching this video due to map tab option not showing on my computer because of screen zoom in. After watching this video I got solution . ♥️🤗

  • @folakemimayowa9425
    @folakemimayowa9425 2 ปีที่แล้ว

    Thank you

  • @sugandhaarya8153
    @sugandhaarya8153 2 ปีที่แล้ว

    Hi, 1 question here? How the flow screen is opening in modal/pop-up, In my case, I am getting full screen for the flow, means it's opening in new subtab in service app

  • @OWAR667
    @OWAR667 2 ปีที่แล้ว

    THX SO MUCH

  • @batinaadams6501
    @batinaadams6501 2 ปีที่แล้ว

    Thank you so much! You explain right to the point and way better than in trailhead explaining video!

  • @bridgyoshe7487
    @bridgyoshe7487 2 ปีที่แล้ว

    Thanks this really helped me

  • @snakeroo_
    @snakeroo_ 2 ปีที่แล้ว

    How do I disable showing the answers from the google form? For example, if someone submits a response, and at the spreadsheet it will show the questions from the form and the answers, I only want it to show the timestamp and names.

    • @Forceorg
      @Forceorg 2 ปีที่แล้ว

      That's a Google Sheets feature - I haven't tested but you could hide the column or create another sheet, then use a formula to copy in the timestamp and names columns

  • @N1H1L0R
    @N1H1L0R 2 ปีที่แล้ว

    Hi, Is it possible to add the comments field directly in New Task?

  • @mayankbanerjee3297
    @mayankbanerjee3297 2 ปีที่แล้ว

    Hi, i'm still having difficulties Mapping these fields. It's shows an error that Name is not Mapped. Can you please help me to complete this challenge?

  • @aniketchitale2655
    @aniketchitale2655 2 ปีที่แล้ว

    thank you sir ,

  • @aristeraaristera
    @aristeraaristera 2 ปีที่แล้ว

    Ctrl - soo simple!

  • @RK-wm2is
    @RK-wm2is 2 ปีที่แล้ว

    Thank you so much for this video sir. I was struggling since last half an hour because I wasn't able to find Map button 😭

  • @aslambagwan6032
    @aslambagwan6032 2 ปีที่แล้ว

    Thanks

  • @chrisr.9258
    @chrisr.9258 2 ปีที่แล้ว

    how can we re-arrange our saved list views?