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Smart Approvals in Advanced Approvals - Part 5
มุมมอง 2.4K3 ปีที่แล้ว
Smart approvals let you streamline the approval re-submission process for your sales reps. When you enable smart approvals on an approval condition, Advanced Approvals compares the condition’s tested field value during re- submission with the tested value of the previous submission. If the values are the same, the approvers for that rule aren’t asked to approve it again during re-submission.
Auto Convert Qualified Lead using Lightning Flows
มุมมอง 9K3 ปีที่แล้ว
Auto Convert Qualified Lead using Lightning Flows
Dynamic Approver in Advanced Approvals - Part 4
มุมมอง 3.9K3 ปีที่แล้ว
Dynamic Approver in Advanced Approvals - Part 4
How to use Approval Chains in Advanced Approvals - Part 3
มุมมอง 3.5K3 ปีที่แล้ว
How to use Approval Chains in Advanced Approvals - Part 3
Import Line Items into Quote Line Editor from a CSV File.
มุมมอง 2.2K3 ปีที่แล้ว
Surevey Link:- bit.ly/SalesforceEnthusist-Survey Video Related stuff:- Import a CSV file of product data so that Salesforce CPQ can convert it to quote line items on your quote. This feature is useful if you need to quickly convert data from an external source into line items within Salesforce CPQ. Follow me On LinkedIn: www.linkedin.com/in/kumarswami-mathapati/
Displaying two individual product line Items as single line Item in Quote document salesforce CPQ.
มุมมอง 4863 ปีที่แล้ว
Hi everyone, In this video I have explained two induvial products as single line item in quote documents.
Validation Feature for File Upload Component in Lightning Flows
มุมมอง 3.2K3 ปีที่แล้ว
Created this video to show Validate function for screen Lightning flow. Follow me on Linkedin:- www.linkedin.com/in/kumarswami-mathapati/
Advanced Approvals with Approval Variable Scenario Based - Part 2
มุมมอง 6K3 ปีที่แล้ว
Hi, folks here I came with a new video on Advance Approval. Please watch my video and Subscribe to my TH-cam Channel.
Create Multiple child records based on a number field in the parent record using Lightning
มุมมอง 9K3 ปีที่แล้ว
Create Multiple child records based on a number field in the parent record using Lightning
Ready to Use Dashboard Lightning Component at AppExchange
มุมมอง 3313 ปีที่แล้ว
AppExchange Application: Dashboard Pal Link:- appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000Ecs3hUAB
After-Save Update Rollup Trigger in salesforce Flows!!
มุมมอง 1683 ปีที่แล้ว
Hi everyone, In this video, I have explained on After save Update Rollup Trigger it will continue after my previous video based on those values I have used the rollup trigger. If you missed watching my previous video on flows here attaching the link th-cam.com/video/hDYAh47ChMw/w-d-xo.html
Salesforce Flow: Create Multiple child records using collection Variable in flows.
มุมมอง 14K3 ปีที่แล้ว
In this video explaining how to create multiple Child Records using the Collection variable. LinkedIn:-www.linkedin.com/in/kumarswami-mathapati/
Ready to use Lightning Flow Datagrid Pack - Part2
มุมมอง 1.2K3 ปีที่แล้ว
Flow DataGird Pack:-appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000GAZr7UAH
Salesforce CPQ-Conditional Discount Schedules applied using Price Rule
มุมมอง 1.2K3 ปีที่แล้ว
www.linkedin.com/in/kumarswami-mathapati/
Salesforce CPQ Scenario Based Advanced Approvals Configuration-Part 1
มุมมอง 12K3 ปีที่แล้ว
Salesforce CPQ Scenario Based Advanced Approvals Configuration-Part 1
Ready to use Profile Upload/Avatar Uploader Lightning flow at AppExchange
มุมมอง 2773 ปีที่แล้ว
Ready to use Profile Upload/Avatar Uploader Lightning flow at AppExchange

ความคิดเห็น

  • @user-ed3ic8tc4s
    @user-ed3ic8tc4s 6 หลายเดือนก่อน

    Hello Sir, I want to learn the Salesforce CPQ and Billing and also Communities and Revenue Clouds with real-time knowledge. Please let me know your Contact number then I can be able to reach out to you further.

  • @user-yy5hi8is5r
    @user-yy5hi8is5r 6 หลายเดือนก่อน

    Hi, I have an interview question "what is governance limit of quote line editor"

  • @bonnielbailey
    @bonnielbailey 8 หลายเดือนก่อน

    Hot dog!! This is just what I needed. It worked like a charm. Thank you SOOOOOO much!!!

  • @marcusmiller4986
    @marcusmiller4986 9 หลายเดือนก่อน

    I can't like this video enough! I spent an hour or so working on this then saw your video and got it done in 10 minutes. Thank you!

  • @sahanashekar2317
    @sahanashekar2317 10 หลายเดือนก่อน

    how to identify that approval record was smart approved.? since the record gets created new everytime we submit for approval how do you identify that it was auto approved.

  • @hrushikesh9692
    @hrushikesh9692 10 หลายเดือนก่อน

    Bro link is not working

  • @rahulsahni1258
    @rahulsahni1258 ปีที่แล้ว

    Please make a video on how to create email templates.

  • @user-ln2uh8zh9b
    @user-ln2uh8zh9b ปีที่แล้ว

    I want to add button on email template would please help me for that

  • @kunalrghai
    @kunalrghai ปีที่แล้ว

    I have 3 levels of approval set up, all conditions have smart approval on. 1 condition for each rule. But smart approval only runs for 1st approval rule. No approval snapshot is created for 2nd approval and we have to re approve. Any ideas?

  • @naveen.udatha
    @naveen.udatha ปีที่แล้ว

    This is not working if we don’t have an approver record created for dynamic approver.

  • @user-ej6lu1kx7p
    @user-ej6lu1kx7p ปีที่แล้ว

    Hello Sir I have setup the approval process but email is not sent to the approver, what will be the issue

  • @oladipoojo6892
    @oladipoojo6892 ปีที่แล้ว

    This is a very informative and Educative video. Can you please explain how the uploaded file can also be deleted from its related record with flow

  • @user-yv8us3my4d
    @user-yv8us3my4d ปีที่แล้ว

    Hi Kumar... is there a possibility to define an approval variable with multiple filter conditions like Ex:- i want to know sum of quantity from quote lines which meet conditions (Category=Hardware & Model = X70) as my quote can have lines from different models and different categories but model is populated on all lines...

    • @salesforceenthusiast9640
      @salesforceenthusiast9640 ปีที่แล้ว

      Yes it possible can you give me some more details so I can help you?

    • @user-yv8us3my4d
      @user-yv8us3my4d ปีที่แล้ว

      @@salesforceenthusiast9640 I want to define an approval rule with an approval variable which should give me sum of quote line quantity considering two conditions (where we have two quote line fields) a) Category = Hardware b) Model = X70....how to define this variable so that i can use that variable to trigger approval for the quote

  • @ravim7046
    @ravim7046 ปีที่แล้ว

    i have a requirement capture all contact & case info and upload at least one file...then only create a case record. i see here u already created Opty record used as related rec Id. Without parent how we can achieve this any idea?

  • @Itz_Anim_Hub
    @Itz_Anim_Hub ปีที่แล้ว

    Make it on update too if we created 3 record using number field then if we update the value to 6 in place of 3 then 3 records should be removed..

  • @sireeshakalahastri8380
    @sireeshakalahastri8380 ปีที่แล้ว

    Thank you ,I really appreciate your work.

  • @MarcoPollastri-zh7yi
    @MarcoPollastri-zh7yi ปีที่แล้ว

    Hi, I would need to send the approval to the manager user who own the record, in my case I should send the email to the manager of the user who own the Quote. How should I do? is there any video you explain this scenario in specific? Thanks

  • @lovenishist
    @lovenishist ปีที่แล้ว

    How can we send approval email notification to salesrep with cc along with approver?

    • @salesforceenthusiast9640
      @salesforceenthusiast9640 ปีที่แล้ว

      Hello @lovenishist Thank you for watching my video I am happy that my content helped you. In this scenario we need to use Apex email service’s.

  • @lovenishist
    @lovenishist ปีที่แล้ว

    How can we send approval notification email to quote owner as Cc?

  • @deepthipisupati3576
    @deepthipisupati3576 ปีที่แล้ว

    I have a field called Number of Routes in an object called Create Experiment. When I specify the number of routes, those many routes are created. If I give 2, R1 and R2 are created. If I give 3, R1,R2 and R3 are created and so on. Now when I go to related tab of routes and update the number of routes from say 2 to 3, 3 new routes are created instead of creating one extra route. So for example: I create 2 routes first, R1 and R2. Now, I Update number of routes to 3. Then I only need one extra route R3 to be created but instead again R1,R2 and R3 are created. So, I have R1, R2 from the first step and then again R1,R2,R3 from the update. To summarize; what I have: R1. R2 R1 R2. R3 What I need: R1 R2 R3 How can I do this in flows

  • @grishmaparate1332
    @grishmaparate1332 ปีที่แล้ว

    Thanks for your videos.Can you make any video explaining about group id, how that works and also delegated approver?

  • @grishmaparate1332
    @grishmaparate1332 ปีที่แล้ว

    Hi , I dont see preview approval button on quote page .how to bring that ? I checked in payout as well but its not there.

  • @rahulreddy3727
    @rahulreddy3727 ปีที่แล้ว

    Well Explained. I am encountering an issue while importing. ERROR Error:CSV format invalid: Selected column format is different from imported file (Product Code,Product Name ). Do you know what might be the issue.

    • @Maj__99
      @Maj__99 ปีที่แล้ว

      I am seeing the same problem

  • @megganlandis1549
    @megganlandis1549 ปีที่แล้ว

    I appreciate you doing this video, but wouldn't simply adding 3 create record elements be a lot faster than creating assignments?

  • @grishmalimje3077
    @grishmalimje3077 ปีที่แล้ว

    How to practise as developer org doesn't have approver ?..

    • @hulkbuster5903
      @hulkbuster5903 ปีที่แล้ว

      Use the standard approval process included within Salesforce

  • @alicankara4594
    @alicankara4594 2 ปีที่แล้ว

    thank you bro

  • @joeyvillaceran6204
    @joeyvillaceran6204 2 ปีที่แล้ว

    Very Helpful! Thank you!

  • @salvadorarribasestorch2409
    @salvadorarribasestorch2409 2 ปีที่แล้ว

    Great video!! Thank you soo much!!

  • @yossihoshen3388
    @yossihoshen3388 2 ปีที่แล้ว

    Thank you so much!!

  • @arijitnagchowdhury3740
    @arijitnagchowdhury3740 2 ปีที่แล้ว

    Very Nice Explanation.. I can see when you Click 'Preview Approval' - then NO 'Submit for Approval' button is coming up. In my case that button is coming which I do not want. It will be similar to you. Any idea ?

  • @12tribes61
    @12tribes61 2 ปีที่แล้ว

    How do you get more target objects in target field?

  • @gopinandanbiswal7019
    @gopinandanbiswal7019 2 ปีที่แล้ว

    Can we run this same dynamic Approval Rule with only reference to the field(User Id)? Means without creating the approver record for that user?

  • @amreensyed1625
    @amreensyed1625 2 ปีที่แล้ว

    This was very helpful. Thank you

  • @aslambagwan6032
    @aslambagwan6032 2 ปีที่แล้ว

    Thanks

  • @angrycat4663
    @angrycat4663 2 ปีที่แล้ว

    Content was great but presentation was pretty bad. Couldnt follow what you were trying to achieve. Please pick a meaningful scenario and meaningful names for variables next time.

  • @ranjithsenthil1713
    @ranjithsenthil1713 2 ปีที่แล้ว

    I have one doubt. Validation Rule fire or not while import line item from csv file.

  • @vasavichandra7900
    @vasavichandra7900 2 ปีที่แล้ว

    Nice Explanation and Thank you for making videos..One thing I need ask is all these are cpq special org or dev org by installing CPQ and Advanced Approvals? Also if possible could you make videos on creating Email Templates as well as Buttons for Approval, Preview and Rejection. TIA

    • @salesforceenthusiast9640
      @salesforceenthusiast9640 2 ปีที่แล้ว

      Thankyou for your feedback! The org is CPQ dev org in which I haved installed the Advance approval package. In upcoming day i will make video those points

    • @vasavichandra7900
      @vasavichandra7900 2 ปีที่แล้ว

      @@salesforceenthusiast9640 Oh thanks for replying ! Can we do the same scenario in Normal dev org by installing the cpq and adv approvals packages ? or we'll face any issues?

    • @salesforceenthusiast9640
      @salesforceenthusiast9640 2 ปีที่แล้ว

      You will face issue because, while installing the CPQ package you required the CPQ licence in org. In normal developer org there will be no cpq licence will be there so you can't able to install the Package!

    • @vasavichandra7900
      @vasavichandra7900 2 ปีที่แล้ว

      @@salesforceenthusiast9640 I installed the both packages CPQ and AA I did not get any issue while installing and I have created the Approval process as it is in your first video and it is working.

  • @JavierPerez-vp5pe
    @JavierPerez-vp5pe 2 ปีที่แล้ว

    Thank you, this video help me to fix a bug.

  • @maazahmed2588
    @maazahmed2588 2 ปีที่แล้ว

    How to add thumbnail image and comment section for the image upload using flow? Please help This is the case where the flow allows multiple image upload.

  • @AddixxTM
    @AddixxTM 2 ปีที่แล้ว

    this was very helpful. Thank you

  • @NaveenNaidu21
    @NaveenNaidu21 2 ปีที่แล้ว

    Hey enthusiastic, I loved the video thanx for your used case scenario sharing... I got a question, what if we need list of notes & attachments should be created then how to that logic?

  • @adhirtech
    @adhirtech 2 ปีที่แล้ว

    Hi Kumar, How to select approver group dynamically? Regards Adi

    • @salesforceenthusiast9640
      @salesforceenthusiast9640 2 ปีที่แล้ว

      Hii, In formula we used to add user id right, same way replace with the group id that will work.let me know if you face issue

  • @anasuyacooking9460
    @anasuyacooking9460 2 ปีที่แล้ว

    Thanks for your video. I really appreciate your work. I resolved my issue afyer watching this video. Thank you. Keep posting some more requirements.

  • @chirud8282
    @chirud8282 2 ปีที่แล้ว

    Hello Kumaswani, I did installed Advance Approval package and enabled object, but for some reason i cannot see "Approver" object to created Approver records, is anything else I need to to visible "Approver" tab.

    • @salesforceenthusiast9640
      @salesforceenthusiast9640 2 ปีที่แล้ว

      No its not required..it will already updated by package once it is installed

  • @vhoranaznin4508
    @vhoranaznin4508 2 ปีที่แล้ว

    Hi kumar , Thanks for sharing this. I have one doubt , when quote is pending , recalled, approved or rejected then how this Approval status Custom field on quote get updated ?? What is the logic behind it.

  • @epicjourneyAuz
    @epicjourneyAuz 2 ปีที่แล้ว

    But wouldn't it say successful if there were already documents uploaded to the LinkedEntityId?

  • @satishbhor7854
    @satishbhor7854 2 ปีที่แล้ว

    Can you please share your mail ID. I have few queries for the same.

  • @satishbhor7854
    @satishbhor7854 2 ปีที่แล้ว

    Hi kumar thank you for this video. It's very helpful to learn dynamic approver.

  • @rulagoussous3658
    @rulagoussous3658 2 ปีที่แล้ว

    Thanks a lot for the video! It helped a lot :) I am just facing an issue and was thinking of askin you about it. Whenever I add the file and click import an error message appears “ Attempt to de-reference a null object” . Why I am receiving this?

    • @salesforceenthusiast9640
      @salesforceenthusiast9640 2 ปีที่แล้ว

      Hi @Rula thanks for watching the video. This error occurred when the quote line you uploading which don't reference the price book + price Book entery. Hope this document help you help.salesforce.com/s/articleView?id=sf.cpq_import_lines_parent.htm&type=5

    • @rulagoussous3658
      @rulagoussous3658 2 ปีที่แล้ว

      Thank you so much!

  • @MrSayandeep
    @MrSayandeep 2 ปีที่แล้ว

    Please give a introductory background on Smart approval