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LeedsSource - Salesforce Demystified
United States
เข้าร่วมเมื่อ 14 ก.ย. 2020
Welcome to the LeedsSource TH-cam Channel! We aim to offer simplified Salesforce Tutorials on common questions and issues that end users may run into. Our goal is to help you understand different aspects of Salesforce and uncover bottlenecks to get your jobs done easier.
LeedsSource is a Salesforce Consulting firm passionate about helping companies build products and operations on Salesforce.com. We are a team of certified Salesforce consultants, admins and developers who are experts in Salesforce Architecture, Development, Integrations, and Product Development. LeedsSource has years of experience working alongside customers from the Education, Healthcare, Wholesale, Energy and many other industries. Our top priority is to create happy customers, empowered employees, and focused executives.
Please reach out with questions, topic ideas, or comments!
LeedsSource is a Salesforce Consulting firm passionate about helping companies build products and operations on Salesforce.com. We are a team of certified Salesforce consultants, admins and developers who are experts in Salesforce Architecture, Development, Integrations, and Product Development. LeedsSource has years of experience working alongside customers from the Education, Healthcare, Wholesale, Energy and many other industries. Our top priority is to create happy customers, empowered employees, and focused executives.
Please reach out with questions, topic ideas, or comments!
Valo TechTalk: The Access Control Dilemma: User Management Challenges & Solutions
Experts from varied Salesforce community roles talk through Access Management challenges and how AI can or cannot solve common administrator and platform tasks.
The trio also chats about AI futures and how platform managers can prepare, whether for Salesforce or other complex SaaS ecosystems.
Topics include user management, access controls, AI co-pilots, platform hygiene, policy requests, permissions and compliance.
Learn more about today's TechTalk speakers:
Jari Salomaa, CEO | valo.ai
Allison J. Taylor, CEO | thoughtmarketing.com
Ari Leeds, CEO | leedssource.com
The trio also chats about AI futures and how platform managers can prepare, whether for Salesforce or other complex SaaS ecosystems.
Topics include user management, access controls, AI co-pilots, platform hygiene, policy requests, permissions and compliance.
Learn more about today's TechTalk speakers:
Jari Salomaa, CEO | valo.ai
Allison J. Taylor, CEO | thoughtmarketing.com
Ari Leeds, CEO | leedssource.com
มุมมอง: 25
วีดีโอ
Salesforce Junction Objects - where to find them and how to make them
มุมมอง 1.2K2 ปีที่แล้ว
Understanding junction objects, how to find standard junction objects out of the box, when to use them and how to build them.
Salesforce Triggered Flows & Apex Triggers - Importance of Before & After
มุมมอง 3362 ปีที่แล้ว
Of Salesforce flows and triggers - Fast field updates, related actions, before and after. Whats the difference? When and why to use them in the proper circumstances to avoid unpredictable behavior in your automation. And a little bit on the scope of a transaction - synchronous vs asynchronous. #salesforce #salesforcedevelopers #salesforceflow #salesforcetraining
The 4 ways to create Picklist choices in Salesforce Flows
มุมมอง 8K2 ปีที่แล้ว
Salesforce flows give us 4 ways to populate our picklist values with choices. In this video we take a look at how to use each option and some of their benefits.
Using Salesforce Permission Sets & Permission Set Groups
มุมมอง 7302 ปีที่แล้ว
Discuss when to migrate permissions from profiles to permission sets in Salesforce, some best practices and when to use permission set groups in your strategy.
Lookup & Master-Detail Relationship | Parent-Child Relationship | Sub Query | Salesforce Demo
มุมมอง 25K3 ปีที่แล้ว
Hello World :) This video will help you understand the key differences between a Lookup and Master-Detail Relationship, Parent-Child Relationship, Importance of Child Relationship in Sub Query with examples. We release weekly videos to help you learn and understand core Salesforce concepts and tools. Come join us on this fun ride. LeedsSource Website: www.leedssource.com/ LeedsSource Facebook:...
Basic Salesforce Data Model | Lead, Account, Contact & Opportunity | One to Many | Many to One
มุมมอง 1K3 ปีที่แล้ว
We release weekly videos to help you learn and understand core Salesforce concepts and tools. Come join us on this fun ride. LeedsSource Website: www.leedssource.com/ LeedsSource Facebook: leedssourcellc/ LeedsSource Instagram: leedssource LeedsSource Twitter: leedssourcellc #leedssource #salesforce #salesforcetutorial Educator: Ari Leeds Videography, Edi...
LeedsSource Intro
มุมมอง 663 ปีที่แล้ว
Hello World :) A sneak peek into our WORLD. Let's have some fun learning Salesforce and more with Ari and LeedsSource. In a short span of time, our company has risen to unimaginable heights and the positive customer sentiment is a testament to the quality of our service. We are servicing innovative clients around North America and aiming to go global. We are definitely shooting for the stars wh...
Understanding WhoId & WhatId | Leads & Contacts | Salesforce Best Practices | LeedsSource Classroom
มุมมอง 4.6K3 ปีที่แล้ว
#Salesforce #WhoID #WhatID #Production #SalesforceConsultants #SalesforceAdmin #SalesforceDeveloper Tip: WhoId refers to people things. So that would be a Lead ID or a Contact ID WhatId refers to object type things. That would typically be an Account ID or an Opportunity ID or any Custom Object ID Hello World :) Let's have some fun learning about who and what. Learning the basics will help you ...
Profiles and Permission Sets | OWD and Sharing Rules | Metadata and Data | Salesforce Intermediate
มุมมอง 4.3K4 ปีที่แล้ว
#Salesforce #SalesforceAdmin #SalesforceConsultant Quick Tip: Profiles & Permission Sets: Metadata OWD & Sharing Rules: Data (Profile View All & Modify All: Data) Follow us on Instagram: leedssource Follow us on Facebook: leedssourcellc Visit our Website: www.leedssource.com Educator: Ari Leeds Videography, Editing, and Production Design: Adarsh Ponnana
Understanding Salesforce Production, Sandbox, Developer, Scratch Orgs | LeedsSource Classroom
มุมมอง 6K4 ปีที่แล้ว
#Salesforce #Production #Sandbox #Developer #Scratch #Orgs #SalesforceConsultants #SalesforceAdmin #SalesforceDeveloper Hello World :) Let's have some fun learning about Salesforce Orgs. Learning the basics will let you tackle heavy stuff with ease. We release weekly videos to help you learn and understand core Salesforce concepts and tools. Come join us on this fun ride. LeedsSource Website: w...
Welcome to LeedsSource! Salesforce made easy and fun.
มุมมอง 6694 ปีที่แล้ว
Meet Ari Leeds, owner and CEO of LeedsSource Consulting. We will be releasing videos offering Salesforce tips, tricks, and advice to help simplify and explain some of the nuances and common questions around Salesforce topics. Please reach out with any questions, topic ideas, or feedback. Visit our website for more information about us and how we can help you succeed: www.leedssource.com/
great video. thank you for helping me understand this.
great video, thanks from Brazil
Best explanation and example that I've seen for the explanation of when & how to use a junction object. Thank you.
Best till date on this topic
Definitely a very clear explanation. Thank you.
Great video, thank you!
So glad you enjoyed it! We're working on more videos this month - let us know if there is a topic you'd recommend us covering next!
Really great job... you've managed this to look simple, despite all possibilities and overlaps! Everyone should watch this video before working with security related topics in SF!
Thanks so much! We definitely take security seriously and are always recommending upgraded protocols. Let us know if there are any other topics we should cover next.
As a visual learner, I always appreciate a whiteboard session esp if it's live scribed. The hand gestures, emphasis during explanation keeps me engaged. I also don't have a strong technical background, more functional and client-facing, so it's very helpful to see this explained with a data model/diagram in parallel with a business case/process. Please do more videos like this!
Thanks so much for the feedback! We also love the whiteboard and find it to be such a helpful learning tool. We're working on more videos this month!
So much respect for you, your way of expalining is awsome.
Thanks, we appreciate that!
Thank you so much, you have put really commendable effort!
Is there anyway to query from master to detail?
Yes, using a sub query. Watch from here (th-cam.com/video/bxz3zdrD2dI/w-d-xo.html) and if that doesn't help, let me know and I can try to explain more.
One of the best videos I've come across on this subject, love how you peel the layers and help us visualize the overlaps.
Awesome, helpful. I feel knowledgable now :)
This video is so misleading. Account and Contact is NOT a master detail relationship, it's a special beast on its own. I'd also advise anyone interested in learning Salesforce to only do so from Salesforce official documentation (Trailhead especially).
I'm sorry that you found this to be misleading. This video never stated that Account and Contact had a master detail relationship. The ERD on the whiteboard was only being used as a basic relationship diagram at the beginning of the video for the sake of discussing object relationships in general with 2 objects that most people are familiar with. Sticking to trailhead alone does not always provide people with different learning styles a deep understanding of how things work as it can be very prescriptive. Many people who are 8x certified don't know how to face or troubleshoot real-world problems that don't look like what they learned in "the books". We always attempt to teach people the mechanics beyond face value so they can think more deeply about problems and solutions. If it's not for you, that's fine.
simple ,concise and to the point...Thanks
you are the best SF trainer.
How to make picklist vales specific to a record type..
super!
Thank you so much. This is so clear, i needed this explination.
Finally, this Salesforce sluster-F is explained in English which you can understand. Thank you, man!
You are very welcome!!
Great video, very helpful !!
sweet job... now I get it.
I had Read, Edit, and View all access for Opportunities for a profile but when I created a conditional sharing rule to make certain opportunity records read only for users in the profile which I put in a public group they were still able to edit those records. What am I doing wrong?
Hi Black Phillip. The reason for that is because Sharing Rules can never reduce sharing, they can only add sharing beyond what a user already has. Because the profile already grants edit access, the sharing rule can't restrict it down to read-only if they already have access to these records based on sharing defaults. So, you also need to look at your Sharing defaults for Opportunity - is it public or private? The question you have to ask is: "what can these users already do before I created this sharing rule?". If the answer is that they can already edit these opportunities, then the sharing rule can't take that away. If they can't already edit these opportunities, then the sharing rule should be extending the "Read-only" access as you describe. But, I have a hunch that you are expecting the sharing rule to perform a conditional restriction and not a conditional extension. The bottom line is that your baseline from profiles, permissions and sharing defaults should always result to the strictest behavior, and then sharing can be extended beyond that behavior using sharing rules. I hope this helps.
@@leedssource I understand it now. If you had edit access at the profile level but no sharing rule it would go by the OWD for records you don't own and go by the profile for records you do own unless you select view all or modify all which would affect access to all records. Also OWD and Sharing rules can't have access greater than your Profile level of access. So if the OWD for opportunities is read only, a sharing rule can open that up to read/edit for the records governed by OWD (i.e. records you don't own) as long as you have edit access for the object at the profile level.
Exactly right.
Wonderfully Explained, this is one of favourite questions of interviewers it seems
Hi, I really love how you break down complex topics. Please can you do more videos centered around admin cert? Like flows and validation rules.
Sure thing!
Looking forward to seeing more videos like this. Thank you
Thank you for sharing this very informative video
Worth watching multiple times. #enjoylife #salesforce #leadsourceclassroom #admin #data
Thank you for your content. #salesforce #admin #salesforcedata #adminbasics
Well Done. #salesforce #admin #salesforcelookup #enjoylife
Great video! These are all screen flows. I am dealing with a record-triggered flow, so it's a bit different. I have a custom picklist field on the record that I want to set to a text value (the name of a related object). If the value is in the picklist, use it, if not, add it. I'm doing this because I want to use the Kanban view to group cases by this text value. Think this is possible?
Unfortunately, to make this an actively available picklist value, you would have to use the metadata API, so it would not be possible from a flow. Any value added to the picklist using the flow would only become an inactive value (as long as its not a restricted picklist).
I am so glad that I found your videos! Please keep creating great content. Thank you! 🙏
Thank you for the great explanation! Note: as a mom i really could relate to the "child can not exist without the parents" never gone forget that one! ☺️
Thank you!!
Best explanation I've seen on here of the model
thank you
First Like , First View
Thank you so much for this great video. You explained it very well.
thank you
Is it possible for a non developer to view all the objects / fields that is currently accessible to them?
Hi Tito. It really depends on your permissions. The permission you really need to see this is "access to setup" (top right gear icon in Lightning), but this is not generally an area that non-admins would have access to. Your field permissions are determined by your profile plus all of your permission sets - it can get bit heavy if you're looking for a consolidated list outside of just browsing your page layouts. We have actually have an app that does what you are looking for but it is geared towards admins. What is your position in your business and what kind of controls do you have over the environment? We can definitely chat further if you need additional assistance.
You’re back!! This brought a smile to my face. Keep em coming man, your approach to teaching is excellent 🤙🏻
Thanks Dimitry! I should have another video out in a few days.
@@leedssource Awesome! I'm studying to the Admin exam and your explanations are the best I've seen so far. Thank you again.
Please make more instructional videos! Thank you so much for this one, very very informative. This topic is always absolutely confusing to those who are starting out.
Your Channel is very helpful and well done, congrats for the work! :)
Thanks, Lucas! We are in the process of making new videos - look out in the next few months and let us know if there is a topic you'd like us to discuss next!
@@leedssource Validation Rules, Formulas, Flow/Process Builder, the list goes on haha
U way of teaching is really good . We expect more videos from you. Or else take sessions for freshers with some less fee sir ☺️
Thank you! We plan to make many more videos coming up. Feel free to send us any recommended topics!
@@leedssource route to admin certification and app builder cerification from scratch . And how to build an app from scratch till deployment sir .
Thanks for the feedback. We're staring up vid production again now so I'll have to consider these topics. They are pretty deep, so I'll have to think about how to best break it up.
Very well explained ❤️
Great explanation
Salesforce mystified
A little confusing for me.
Any part in particular that I can help clarify?
@@leedssource Also, confusing for me. Account (parent) Project (child). Got that. But when or why or how did Account become child and Projects become parent?
@@babybooddha888 Can you specify which part you are referring to? The Account is always the parent and the project is always the child. There's no point where they were reversed. If you can tell me which part you're talking about, maybe I can understand why it looks that way and can help clarify.
@@leedssource "We also allowed to have the Account to have a child relationship back and that's called Project(s)"is where I got confused. I don't understand why you wrote in smaller lettering Account and Projects here. I do have comprehension issues so maybe its more of a me problem and I have to take it really slowly. I have something else I'd like to ask you about and thats about Hierarchal relationships. I don't know what is meant by User Object. I know you can create management chains between users but is management in reference to your clients management chains or sf management chains?
@@leedssource Also, I'm wondering if I could have your email address to shoot you questions that I have. I can't access the community of Trailblazer for some reason and it would be nice to have someone who is not just a youtube video. I assume you're a busy guy, but if it's not a huge hassle, it would be so helpful! I totally understand if you can't. Thanks.
Well explained, you made it easy
Thank you, Chandan! We're working on some more videos now - please let us know if there are any topics you're interested in.
Helpful,Thanks!!
Great to hear! We are in the process of making new videos - look out in the next few months and let us know if there is a topic you'd like us to discuss next!