For a Salesforce report, is there a way to limit/custom the data import by the columns (for example, limit the data import with only certain keywords in the "Name" column).Thank you.Solved! Go to Solution.Labels: Need Help Message 1 of 4 1,429 Views 0 Reply 1 ACCEPTED SOLUTION ...
The Sales Managers need to fill in an entirely different set of questions than the rest of the business. This is where the value of using Custom Settings inside of a Flow really shines. To override the default questions, all you need to do is create a new Custom Setting record specific t...
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(239 countries and territories already set up by Salesforce), then you can skip this step. If you would like to limit what your users will see, for example perhaps your company is solely based in America so there is no need for your users to see other countries, then clickConfigure ...
Instead, Addison will query Salesforce to get the queue Id using the queue developer name with a Get Records Flow element. Note: It’s best practice to query using the API or developer name, rather than the name of the component in the event the name changes. API or developer names are...
Create a custom button to display on opportunities in Salesforce. When sales reps click the button, the flow calculates a discount and updates the opportunity. From Setup, enterFlowsin the Quick Find box, and then selectFlows. Click the down arrow in the Calculate Discounts row, then clickVie...
In your fork of the Salesforce APIs collection, expandEvent Platform > Custom Channels > Platform Event, and clickCreate channel. ClickBodyand replace the body with this JSON body. {"FullName":"Order_Filtered_Channel__chn","Metadata":{"channelType":"event","label":...
Shopify, Shopify Plus, BigCommerce, Salesforce Commerce Cloud, Adobe Commerce (Magento), Custom The Custom Action is an advanced earning rule (previously known as a campaign) that allows you to reward customers for performing an action of your choice. It is a way for brands to think creatively...
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