Salesforce Snowbird

Lightning Flows Hands-On Presentation Setup Document Thank you for joining us for this session. We will be setting up a flow which expands the functionality of adding products to an Opportunity by allowing users to select the option to only show Products which have available inventory on them. This flow will utilize a few custom components that will need to be installed prior to this session. Use the link below to access the package with these components: Sandbox Install Link - https://sforce.co/2HjJ3Pc Production/Dev org Install Link - https://sforce.co/2UCrkFS Installation Key is “sf19” This package includes the following components: Inventory custom field on Products Inventory Controller Apex Class InventoryControllerTest Apex Class InventoryQty Aura Component Bundle InventorySelection Aura Component Bundle Modal Static Resource Let's take a quick look at what we will be building: On an Opportunity, when adding Product...

Data migration is a normal and common part of working with Salesforce. most companies have different systems used for different purposes. Keeping track of all this data can be cumbersome and challenging. This is one reason many companies are looking to integrate or replace systems and move to as much of a centralized system as possible. As part of this, Data migration becomes a major discussion. When moving data between systems we have pay careful attention to how we move it, where each piece of data gets loaded to, and what needs to be updated. Even in spreadsheets almost all business data is in some sort of relational setup and those relationships are important to maintain. How do we work with moving this data around and keep the relationships in tact? Here are some tips and best practices I have found that help with moving data. While these are designed around the Salesforce Platform, the concepts can apply to any data migration project with any system. ID your Data The first...

Advanced Visual Workflow Visual Workflow is more than an admin automation tool, it is a workflow tool which helps you build out simple or advanced processes within the system to help your end users have a streamlined experience. There are a number of features within Visual Flows to be utilized. Here we outline a few of them for you to consider: Fast Lookup and Fast Create These items allow you to pull multiple records into your flow and use them in collections. These collections can be manipulated and updated or even used to create records into different objects. Loops Loops are useful in updating lists of records as well as to move a list of records to a new object. Apex Plugins By utilizing Apex Plugins, you can combine the power of Apex code with the ease of Visual Flows to make your processes even more powerful. Plugins are simply a small piece of code that runs within your flow and expands the...

Working with Email Templates Email templates are a powerful tool which allow you to build message templates that can be used over and over again. With the new Lightning interface coming in to play there are 2 different ways to manage email templates. In this article we will be focused on Classic templates. To access Classic Templates go to Setup > Communication Templates > Email Templates Click on New Template to create a new Email Template and you will be presented with a small list of the types of Email Templates you can build. A Text template is a basic template with no special formatting HTML (Using letterhead) is a template that allows you to utilize a central letterhead Custom (Without using letterhead) is an html template where ytou put in all the html tags to build up the email template how you want. Visualforce is a custom Salesforce template using Salesforce code. For this example we will use HTML The next screen gives you the Properti...

Salesforce Reports in Conga Templates Conga is great Document generation system for Salesforce that is very powerful. One of the great things about Conga is the ability to pull data into any document using Salesforce Reports. This makes the document generation capabilities even more useful for many scenarios. In the next few minutes I will walk you through building out a Report, Button, and Word template to make Conga work with Salesforce Reports and pull data into your template. Let’s start with the Idea, what is it you really want to show up in your documents. In this example, we will use a Travel Agency. We want to pull up a document that outlines the Trip and shows a list of all booked destinations for the trip along with who on the trip is doing what. In more basic, we want to see who is going on the trip, and what each person is scheduled to do. Lets start by building the report to show this information. It would look similar to the following: Once you have ...

SETTING A DEFAULT LIST VIEW   Tabs are the main interface to get to your records within Salesforce. When you click on a tab, the first thing you are presented with is the “Recently  Viewed“ list  which may be good for  for  many users, often power, or super users, this recently viewed list is not helpful and causes extra clicks and steps in their workflow. If you are one of these users and wish to slip the “Recently Viewed” list, here are some tips to be considered as Salesforce has not given us a method to mark a list view as the default for these tabs. I will show you some tips below on how to have better access to the List Views you want with fewer clicks. For this example, I will be using a custom object called Projects. If using Salesforce Classic: The first tip I will give you is a custom Tab with a Visual Force page that is designed to take you to the last List View you looked at. This ca be helpful as many people only use one or 2 list views...