Automation in Salesforce | Quick Start

Automation in Salesforce | Quick Start | Episode 3

Рет қаралды 20,201

Күн бұрын

In this video, you will learn how to automate business processes in Salesforce with clicks. This video covers different types of Flows like Screen Flows, Record Triggered Flows and Scheduled Flows. It also covers Approval Processes, Formula fields and Validation Rules.
Connect with Salesforce Developers on Telegram: bit.ly/sfdevsapac
Aditya’s Twitter Handle - @adityanaag
Aditya’s LinkedIn Handle - / adityanaag3
In case you missed the previous videos in this series, check out this playlist • Quick Start - Salesfor...
Check out the GitHub repo for the sample app used in the demo: github.com/trailheadapps/ecars
00:00 Intro
01:18 Intro to Flows
04:05 Screen Flows
11:13 Record Triggered Flows
13:24 Scheduled Flows
14:53 Approval Processes
20:04 Formula Fields
22:25 Validation Rules

Пікірлер: 26

@kishorek220 3 жыл бұрын

Short and to the point. Superb!!

@sumasreem7197 3 жыл бұрын

Short and Clear. Keep it UP!!

@sharanyashetty4432 3 жыл бұрын

Thanks for sharing your knowledge!! nicely explained..

@siddheshwarmadival3997 3 жыл бұрын

Thank you so much for sharing wonderful knowledge and teaching us a lot in short.

@dinkachika 3 жыл бұрын

Great Learning and makes sense for each actions

@rameshgoud4970 3 жыл бұрын

Superb Session!!!...Thank You for your efforts.

@amanjn 3 жыл бұрын

Nice video, well explained..

@nancytolani9108 3 жыл бұрын

Precise and helpful

@rkarthika1989 3 жыл бұрын

Very very great explanation.

@sujayendrachakravarti9038 3 жыл бұрын

Nice. Thanks

@lifestylebykunalmomaya 2 жыл бұрын

Fabulous video, why I did not get this before ?

@kamalchandra4824 3 жыл бұрын

Good One

@lkarnde 3 жыл бұрын

Very nice video, easily understandable. I have one question here when to use process builder & when to use flow builder?

@gopinathvenkatesan9066 3 жыл бұрын

Hi, I am getting an error while working on the flow builder for the Day3 exercise. When adding a 'radio button' for the 'Experience' field for the candidate rating flow process, in the New Resource window, it is not accepting the 'Choice Label' as mentioned in the Trailhead. Please advise.

@shambhuajwani6438 3 жыл бұрын

Thank you

@durgeshsharma1890 2 жыл бұрын

Very nice explanation with demonstration

@SalesforceDevs 2 жыл бұрын

Glad it was helpful!

@LVRLifestyle 3 жыл бұрын

Nice video

@anupshastri2659 3 жыл бұрын

This was bit heavy! But nicely explained. But it is becoming very difficult with things staring in between. We haven't been told yet how to add manager role who will approve this. Neither the approval page. If this is a proper playlist please provide it in the description or at least provide the package so that we can install it and not spend time on resolving errors which we don't know anything about yet.

@AdityaNaag3 3 жыл бұрын

Yep, there was a lot of ground to cover in the short video. Manager is a field on the User object which is a lookup to another user. You’ll learn more about users, roles and security in the last video. The approval related lists and detail page are all standard and out of the box. No additional setup needed. P.S: This video was just created as an overview of the capabilities- sort of a “first look into” kind, and not an in depth tutorial so we skipped a few steps on purpose , but your feedback is duly noted. 👍👍

@kamalchandra4824 3 жыл бұрын

i am getting this error: We could not find the record create element 'createReview ' and the necessary mapped variables. Double-check the instructions can any one help me out i just debugged then i found this one This error occurred when the flow tried to create records: REQUIRED_FIELD_MISSING: Required fields are missing: [Job_Application__c]