In this week's Click updates, we're bringing you Salesforce integration, Slack link previews, custom icons for lists, easier view grouping, and more. Let's jump right in. First up, say hello to the new Sales Force integration. Now you can view Salesforce Tasks, Opportunities, Contacts, Leads, and accounts directly within click Up. Connect your Sales Force account to get rich previews of Salesforce links and create new leads or tasks from your Click Up search bar. Next up, preview Slack links directly within Click Up. Get the details you need from Slack without ever leaving your workspace. When you paste the Slack link into Clickup, you'll see a bookmark, style card, and message preview. For more context, just Click to go directly to the message. Moving on, you can now add custom icons to lists easily. Identify projects by setting custom icons for each list in your sidebar. You can mix and match with colors to provide added clarity and a splash of creativity. And finally, we've made grouping even easier. Use the redesign grouping drop down to choose which fields to group by or search for specific fields. With the improved UI and keyboard accessibility, you can quickly tab through options and sort fields and groups. And that's it for this week's click updates. We'll see you next time.
Beyond Flow questions, the most popular question in Wednesday's virtual Salesforce-Flow-focused event—was, "Will this be recorded?"
The answer was YES 👍 and here is the link on Andy Engin Utkan's Salesforce Break YouTube Channel. Enjoy! 😊 🙌
#salesforce#salesforceflows#flows#youtubehttps://lnkd.in/gdiMHXMd
Did you knew we have a wait element in Salesforce Flow, that lets you stop flow execution for a specific amount of time?
If not, then do watch my video on this:
https://lnkd.in/guZkRkMA#Salesforce#youtube
Founder @ enthyco | Multi-Certified Salesforce Technologist | Salesforce Functional Consulting Strategist competent in using Data, AI, and CRM to transform your business for optimal outcomes.
This isn't a 'call out'. The intent is to provide feedback; benefiting the company and all others concerned... 👇🏼
I was genuinely taken aback by a recent Salesforce demo that fell short in various aspects. The shocking demo I witnessed highlighted several pitfalls that presenters should avoid.
Throughout the duration of the 'shocking demo,' the presenter demonstrated almost every conceivable mistake one could make during such a presentation. From technical glitches to a lackluster presentation style, it was a comprehensive display of what not to do.
Whether you're presenting to one person or a thousand, preparation is key. Your presentation should not only showcase the features of Salesforce but also embody the values and professionalism of the brand.
Link to the 'Shocking Demo' by MK Partners ~> https://lnkd.in/ePnPJZ3d
To help you steer clear of the pitfalls I witnessed, below is the link to a Salesforce presentation, offering practical insights on conducting effective Salesforce demos.
The Art of Salesforce Demos by Jarrod Kingston ~> https://lnkd.in/eujQQxYQ
Comment below with "😲... Links please!" if you're interested in links to videos that explains Named Credentials effectively.
Updated the below playlist on my channel with the latest video named "Invoke a Salesforce Flow from Postman"!!
Do watch & Subscribe to the channel!
#salesforce#youtubehttps://lnkd.in/dmYHsB8d
Hey everyone, I wanted to share a video I just made on how to create a Product on the Opportunity Object using a Flow in Salesforce. Sometimes you may want to automatically create a Product on a record, but doing so isn't as straightforward as it may seem. Hope this helps someone out there! #salesforceflow#salesforceohana
The Coffee Org Demo is Here!
Please let me know what you think of it.
What did you like?
What do you think could be improved?
Is there something further you want me to show?
I am open to suggestions!
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Thanks for watching this demo.
Let's Connect, Drink Coffee, and Talk Salesforce.
This is one of the slide from my latest video "make a callout using Client Credentials Flow" !!
I always try to explain the topic in the most simple way I can. You can watch the full video from here: https://lnkd.in/gaWJNzEn#salesforce#youtube
𝐔𝐬𝐞𝐫 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 – 𝐓𝐡𝐞 𝐌𝐢𝐬𝐬𝐢𝐧𝐠 𝐋𝐢𝐧𝐤 𝐢𝐧 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐀𝐝𝐨𝐩𝐭𝐢𝐨𝐧
Discover how the Express Console can transform your Salesforce experience! With two Demo Jam victories, this tool not only refines the Lightning interface but also skyrockets adoption rates.
Questions? Call me at 203.253.7900 or email lkhill@leapingfox.com for a direct chat schedule a chat https://lnkd.in/eerU7iP5.
#Salesforce#SalesforceAdoption#LightningExperience#SalesCloud
One session I do with my customers all the time is "Salesforce on Salesforce", showing how I use my org everyday and how we have it set up. This session will show how we're using my favorite tool, Slack.
Learn more: https://bit.ly/4eIBEFD