Enhance Multi-Select Picklist Functionality - Increase Reportability and User Experience

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  • เผยแพร่เมื่อ 3 ส.ค. 2024
  • We have a special guest Peter Lyon going over a really cool unmanaged package that he built to help solve the reporting nightmare that is Salesforce multi-select picklist fields. Pete created a flow that automatically updates a related object with multi-select picklist values so that reporting is a breeze. Now instead of having to comb through all of the semicolon-separated values in a report, you can use the child records. We learn how this flow is built, the speed it takes to process records, and the reduction of headache for Salesforce admins and developers when using this technique.
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ความคิดเห็น • 20

  • @pedroprada1
    @pedroprada1 3 ปีที่แล้ว +3

    Wow! What an amazing and creative way to use Flows to automate fixing Multiselect Reporting capabilities.

  • @user-jl1pp8zk6h
    @user-jl1pp8zk6h 5 หลายเดือนก่อน

    Brilliant! Super helpful--thank you both!

  • @cburt22ify
    @cburt22ify 5 หลายเดือนก่อน

    This is awesome, big ups dude!

  • @heatherglenn8352
    @heatherglenn8352 2 ปีที่แล้ว

    Oh my goodness! So glad I found this! I just deployed our version to production and users are already loving it. Thank you!

  • @kubrakayman4627
    @kubrakayman4627 3 ปีที่แล้ว +1

    This is a great solution for multiselect picklist! Thank you both!

  • @marybethlemay4115
    @marybethlemay4115 3 ปีที่แล้ว

    I love steve mo! you three guys are the main guys I listen to! together with Judi Sohn!

  • @Condimenting
    @Condimenting 6 หลายเดือนก่อน

    Great video!

  • @lucianroux4510
    @lucianroux4510 3 ปีที่แล้ว +2

    Thank you so much for sharing this with us.

    • @Walters954
      @Walters954  3 ปีที่แล้ว +1

      Thank Pete he was put the time and effort to package this up and demo it for everyone.

  • @freecaseyanthony312
    @freecaseyanthony312 3 ปีที่แล้ว +2

    very smart, thanks for putting this up

  • @whelm5985
    @whelm5985 16 วันที่ผ่านมา

    Great solution! One question, would you still recommend this solution if we have 20 multi select picklist in one record ?

  • @bhuvaneswaryr4399
    @bhuvaneswaryr4399 3 ปีที่แล้ว

    Thank you both for the great video. I have a question, would you prefer this method using process builder and flow combination over apex trigger?

  • @cjsimmons8790
    @cjsimmons8790 3 ปีที่แล้ว +3

    Awesome solution! One question... I have a multi-select picklist on the Lead object. Since Lead cannot be the master in a master/detail relationship, how can I use this solution for Leads?

    • @neilhohmann10
      @neilhohmann10 ปีที่แล้ว

      In this case, the Lead could be the parent in a lookup relationship with a custom object. Just be sure to set up the child object to be deleted upon the deletion of the Lead object. (If anyone sees why this wouldn't work, let me know.)

  • @davidsno3501
    @davidsno3501 3 ปีที่แล้ว +2

    What is this wizardry?! 🤯

    • @Walters954
      @Walters954  3 ปีที่แล้ว +1

      The magic of flows!

  • @marybethlemay4115
    @marybethlemay4115 2 ปีที่แล้ว

    Another questions - in the unmanaged package they just used the name to set the value in the best practice/meal preference table. It would be cool to click on those values (i.e. vegetarian option) and see related banquet orders. I think I get that it's not a picklist itself (It's driven by a text) field so you can't do it but what would be the work around. making best practice a picklist field? I assume then you'd have to have the values pretty set.

  • @ZerotoCourseHero
    @ZerotoCourseHero 3 ปีที่แล้ว +1

    Ummmm #genius