by Mike Walsh | Feb 21, 2019 | Blog, Salesforce Tips
Quality workflows are one of the things that makes Salesforce so useful. A good admin should be able to take just about any routine process and streamline it via a workflow. As we reviewed in this previous post, the flow builder is an intuitive and visual way of automating processes, saving time and money, all while requiring absolutely no coding! What’s more, because you build it directly in Salesforce, you will essentially be setting up a web of flows that send, receive and send back all sorts of values and records.
The New Salesforce Flow Builder began rolling out to users starting at the beginning of this year, and it is flush with useful upgrades, including a simper toolbox, more standardized designs and overall faster performance.
Demoing the Flow Builder
So what does all of this look like exactly, and are there any specific ways the changes can be used? Well, I’m glad you asked. First of all, the flow builder recently got a facelift to mimic the Lightning Design System. The workspace is clean and simple, with many familiar element shapes for each action. As for the second question, the flow building can be used for just about everything, from the simplest of tasks, to very complex, multi-step processes.
But why describe it when I can show you instead? On their blog, Salesforce has recently released a series of demo videos that will show any interested admin or user the Flow Builder, starting with the absolute basics and building from there!
And for anyone who wants to briefly know what the demos cover, without actually sitting down to watch them, well here you go:
-
Send an Email
- This video covers how to create flows, how to send an email from a flow, and the different types of flows that you can create.
-
Get a Record and Use It
- This video covers how to create flows, how to send an email from a flow, and the different types of flows that you can create.
-
Get Multiple Records and Loop Through Them
- This video covers how to use the Get Records element to retrieve multiple records from Salesforce, how to use collection variables, and how to use the Loop element to repeat an action on all of the retrieved records.
-
Decisions, Related Records and Buttons
- This video covers how to use the Decision element to choose which path your flow should take based on a picklist value on a record. It also covers how to add a screen to your flow to show information to a user, and how to create an object-specific Flow quick action to launch your screen flow from a button on record detail page in Lightning.
-
Screen Elements
- This video covers how to configure different types of screen components such as choices, picklists, radio button groups, and checkboxes, so you can get the right kinds of data from your users in an interactive screen flow.
-
Roundup of Other Flow Features
- This video covers how to create more advanced logic in flows using formulas. It also shows how flows can be extended using flow actions, AppExchange, and more.
Watch the Tutorial Videos
This is only the beginning! Advanced Admins can do all of this and more. Of course, you can also be sure that Salesforce will continue improving and tweaking their system at regular intervals.
-Ryan and the CloudMyBiz Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Nov 29, 2018 | Blog, Salesforce Tips, Salesforce-Apps-AppExchange
For most admins out there, encouraging and driving user adoption is a constant challenge. Especially when it comes to some of the more significant changes, such as switching from Salesforce Classic to Lightning. After all, some people just don’t want to take the time and energy to get used to new screens, new structures, and new functionality.
Well, Salesforce has made it easier for admins everywhere to encourage user adoption with their Lightning Usage App.
The Lightning Usage App, released in the Summer of 2018, gives admins a way to track the adoption and usage of Lightning Experience. You get many important metrics, like daily active users, most visited pages and the types of browsers used in Lightning. With all of these statistics easily findable, admins can make better and more informed decisions on how to further their adoption efforts.
What’s more, the app is totally free to use. Admins simply need to go to the App Launcher, type in Usage, and then click Lighting Usage. Getting insights on how your users are using Lighting is just as simple as that.
Learn more here!
-Ryan and the CloudMyBiz Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Sep 27, 2018 | Blog, Salesforce Tips
The reports and dashboards in Salesforce can be customized to show you just about anything you want to see. This can be a great benefit for any business because you can get in-depth details on your sales team and performance, marketing initiatives, overall ROI and more. Of course, becoming a master of reporting can take quite a bit of time and practice.
One situation that occurs often is when you want to group a few different elements into a single summary report to show a bigger picture. So what do you do if you’re looking to show a report grouping’s share of the grand total? Pretty simple. You just a add custom summary formula at the summary level from the “Fields” pane in Reports. Here’s the steps to make this happen:
Standard Reports
-
- Under ‘Formulas’ in the field window, double-click Add Formula.
- Enter a name for the formula and a short description
- From the ‘Format’ picklist, select Percent.
- Under “Decimal Places,” select the number of decimal places to be displayed.
- Select the Display Area where the calculated formula should be displayed – select Grouping1 to calculate percentage according to rows.
- Note: Grouping1 won’t display if your report has not already been grouped prior to creating the formula.
- Build your formula:
- To display the percentage of fields by grouping at a summary level, select the RowCount to consider total number of rows in each grouping and use the formula structure PARENTGROUPVAL(summary_field, grouping_level)
- Complete Formula: RowCount / PARENTGROUPVAL(RowCount, GRAND_SUMMARY)
Matrix format reports
If you have a Matrix format report, the formula “RowCount / PARENTGROUPVAL(RowCount, GRAND_SUMMARY)” will result in an error reading “Error: Invalid custom summary formula definition: Incorrect number of parameters for function ‘PARENTGROUPVAL()’. Expected 3, received 2.”
This error occurs because 3 parameters must be defined for this report format, for example: PARENTGROUPVAL(summary_field, parent_row_grouping, parent_column_grouping)
For Matrix format reports, your complete formula would be RowCount / PARENTGROUPVAL(RowCount, ROW_GRAND_SUMMARY, COLUMN_GRAND_SUMMARY)
That wasn’t so hard, was it? Need to learn more about how to group your reports? Click here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | May 14, 2018 | Salesforce Tips
How would you like a Salesforce App that tracks how many crickets were eaten by a chameleon? Sound strange? Well, that’s just what one developer did in the Salesforce Be A Builder Campaign.
This week we are taking a bit of a break from our regular tips and tricks and would like to bring you a bit of fun. A few weeks ago, Salesforce unveiled their ‘Be A Builder’ campaign, which featured a series of instructional app development videos and a dev community group encouraging fun app builds, sharing and even prizes. The campaign was very well received and garnered a lot of attention and engagement. People from all around the world tuned into the videos, followed along with the instructions and learned some quick tips and tools for making their own apps. They used their creativity, built and shared their creations with the hashtag #beabuilder.
In a follow-up blog post last week, Salesforce Admins unveiled some of the better results of the campaign. One participant built the previously mentioned app for monitoring how many crickets his pet chameleon was fed. The app featured Lightning Custom Components, Reports and Dashboards, Quick Actions, Apex Code, and Custom Objects. Just goes to show you that Salesforce really can be customized for just about anything under the sun!
Read More about the Be A Builder Results Here!
-Ryan and the CloudMyBiz Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jan 30, 2018 | Salesforce Tips
Salesforce has developed an enhanced note taking system, and it’s available only for the Lightning Experience. Do you or your users rely on their digital notes to do their jobs? If so you might want to consider this enhanced Salesforce feature. With a better system, you can communicate faster, communicate more effectively and boost your productivity.
What specifically can enhanced note taking do for you? Some of the new features and benefits are listed below.
- Rich text formatting, like bold and italic, allows you to highlight details or enhance meaning
- Better organization with bulleted and numbered lists
- Make more of an impact with pictures or images
- Share notes with people or groups
- Relate a note to multiple records, such as opportunities, accounts, and contacts, to save time and spread important information.
- Keep sensitive information secure with private notes
Interested in learning more? Salesforce admins have written up a great in-depth guide (see link below) on enhanced note taking and how to implement it in your org.
Click here for enhanced notes!
-Ryan and the CMB Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
