Released on March 12, 2020, the Flow Datagrid Pack from Salesforce labs is the latest free tool to improve the form and function of your flows. The pack includes three styles of presentation which allows the users to select multiple records from.
Datatable, think a related list or list view.
Map, yep, you guessed it a map from which users can pick from.
Tile grid, similar to the tiles available on the community home pages.
To demo, let’s present our user with a list of past due opportunities on the home page so we can keep our pipeline up to date. Here’s how it could function:
1) Show a multi-selectable list of all open opportunities where the close date is before today. (This is where the new flow component from Salesforce Labs comes in).
2) Present each opportunity within the flow so that close date, next action, or whatever fields needed can be updated.
3) At the end of the flow we’ll thank them for the updates.
4) Within a few days, let’s hope they see this.
Here’s an overview of our flow, in our next post we’ll review it in depth.
You may have some products that should only be quoted or sold to a subset of your accounts, so to avoid having users adding them to quotes to be sent to customers and prospects would be a good thing.
One way of accomplishing this would be with multiple price books. You could have one for distributors, one for partners, and a third for customers. But managing multiple pricebooks, especially if you’re already managing multi-currency, is an admin headache that’s best avoided if possible.
Let’s say we have customers, distributors and partners, and some products we sell only to partners, some only to distributors and partners, and then then some we sell to all three.
Custom Actions & CPQ’s Search Filter
The buttons we see within quote lines aren’t your everyday Salesforce button. Each is actually a custom action record, and like most records easily accessible from the object’s tab.
Salesforce CPQ Product Search Fig 2
We’re going to want to find the one for Add Products. and then create a new Search Filter which we can do from the related lists on the action.
Salesforce CPQ Product Search Fig 3
So the key things here:
Target Object and Target Field are going to point to the field on product you want to filter by.
This is value of the filter, so I have a formula field on quotes that simply looks to the related account’s type field.
Finally, we’re going to hide this filter so our end users can’t change it. So here’s what we see when we select Add products for a distributor.
X is not your grandmother’s WordPress theme, and we want to prove it to you. Here are the top 5 reasons you need to buy X today!
Stacks, Stacks, & More Stacks
Instead of being stuck with one design for your next project, X is a gift that keeps on giving. Built with our custom Stacks, X is the most versatile premium WordPress theme on the market today. Think of Stacks like full site designs built into the theme with each one giving a totally unique look and feel. There are currently four Stacks to chose from: Integrity, Renew, Icon, and Ethos.
Point & Click
X is not only one of the most cutting edge themes on the market today, it’s incredibly easy to customize using the latest innovation from WordPress: the Theme Customizer. Instead of clicking through pages and pages of an admin panel only to have to click back and forth between the dashboard and your live site, with X you can change every aspect of your site while viewing it through the Customizer. See in real time how every color, layout, and pixel will look then click “Save” and you’re done. Customizing a theme has never been so easy.
Built By Experts
We weren’t satisfied with just making “another” WordPress theme…so we decided to do something different. We reached out to many of the top business and internet marketing minds of today to ask them about things like conversion, copywriting, layouts, squeeze pages, SEO, and more. X is the culmination of over a dozen of the smartest marketers on the planet who shared their expertise to build into this truly ultimate theme.
Future Proof
HTML5. CSS3. Fully Responsive, and more! X is not only built to be the most beautiful and powerful WordPress Theme of 2014, it is ready for the future. With a sharp development team that stays on the cutting edge of all that WordPress has to offer, you can rest assured that any site using X will be steps ahead of the pack employing the high-end functionality your site demands.
Simply The Best
Don’t just take our word for it. See for yourself. First time users frequently report how fun and easy it is to customize X exactly to their likings. Whether that’s boxed or full width, dark or light, multi colors or minimal, large fonts or small — X is like nothing you have ever seen! But don’t just take our word for it, see for yourself.
[pullquote]If you like the format of the video above, we have put together dozens of others for everyone who purchases X. Learn about all sorts of different topics like Affiliate Marketing, Email Marketing, SEO, Digital Products, and more.[/pullquote]
For those looking for a more customized solution, you can upload your own self-hosted videos using the nifty Video Post Format right from within your dashboard. Each video will be fully responsive and look great on any device!
Simply create a post like you always would, select Video in the format box, then enter the destination of your video file (MP4, M4V, OGV) right below the main content area. In addition you can select the desired aspect ratio for optimum viewing.
Like above, you can optionally set a featured image that will show before the video is played.
With several dozen of the best looking Shortcodes around, we wanted to give you a sample of the many high-end Shortcodes built into X. We’ve grouped some together so this isn’t a super long post, however for a complete list with demos and examples of each, be sure to head over to the 01 Demos for each Stack. Remember that EVERY Stack has it’s own unique style for EACH Shortcode!
[image src=”http://chadforce.com/wp-content/uploads/2024/07/x-popover-tooltip-example-1.jpg” float=”right” type=”thumbnail” link=”true” href=”#example” alt=”Example” title=”Check Me Out!” info=”popover” info_place=”top” info_trigger=”hover” info_content=”Enter in some more information here.”] Vivamus sagittis lacus vel augue laoreet rutrum faucibus dolor auctor. Vivamus sagittis lacus vel augue laoreet rutrum faucib Lacus vel augue laoreet rutrum faucibus dolor auctor. Vivamus sagittis lacus [extra href=”#example” target=”_blank” info=”popover” info_place=”top” info_trigger=”hover” info_content=”Place a little extra content in here for informational purposes.” title=”Yeah, popover time!”]vel augue[/extra] laoreet rutrum faucibus dolor auctor. Donec sed odio dui. Maecenas faucibus mollis interdum. Cras justo odio, dapibus ac facilisis in, [extra href=”#example” target=”_blank” info=”popover” info_place=”right” info_trigger=”hover” info_content=”Place a little extra content in here for informational purposes.” title=”Yeah, popover time!”]egestas eget quam[/extra]. Etiam porta sem malesuada magna mollis euismod. Integer posuere erat a ante venenatis dapibus posuere velit aliquet. [extra href=”#example” target=”_blank” info=”popover” info_place=”left” info_trigger=”hover” info_content=”Place a little extra content in here for informational purposes.” title=”Yeah, popover time!”]Curabitur blandit[/extra] tempus porttitor. Aenean eu leo quam. Pellentesque ornare sem lacinia quam venenatis vestibulum. Cras mattis consectetur purus sit amet fermentum. [extra href=”#example” target=”_blank” info=”popover” info_place=”bottom” info_trigger=”hover” info_content=”Place a little extra content in here for informational purposes.” title=”Yeah, popover time!”]Cum sociis[/extra] natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Integer posuere erat a ante venenatis dapibus posuere.
[toc type=”left”] [toc_item title=”1. Introduction” page=”1″] [toc_item title=”2. More Information” page=”2″] [toc_item title=”3. Even More Information” page=”3″] [/toc]
The Table of Contents shortcode available in X offers up some incredible SEO benefits to your standard posts and pages. It’s easy enough to paginate individual posts or pages in WordPress using the <!--nextpage--> code in the editor, but it doesn’t provide any real engaging way for your visitors to know what they’re in for as they click through to the next post. That’s where the Table of Contents shortcode comes in.
Simply add this to each of your “pages” after your <!--nextpage--> breaks and input the titles of each section in your article. What you’re left with is a thoroughly engaging, easy to navigate post structure that has been proven to increase visitor retention and keep their attention (all things Google loves).
You can easily add the Table of Contents shortcode to the left or right of your post content, or have it go full width, which is great for placing at the bottom of your posts to remind visitors of what sections are left. Click through on the table of contents shortcode above to go through to the next page and see the shortcode in action!
[icon_list] [icon_list_item type=”chevron-circle-right”]This[/icon_list_item] [icon_list_item type=”chevron-circle-right”]is[/icon_list_item] [icon_list_item type=”chevron-circle-right”]a[/icon_list_item] [icon_list_item type=”chevron-circle-right”]icon[/icon_list_item] [icon_list_item type=”chevron-circle-right”]list[/icon_list_item] [icon_list_item type=”chevron-circle-right”]Chose from over 300 icons. [/icon_list_item] [/icon_list]
With responsive visibility, you can easily show or hide various pieces of information with different groups of visitors viewing your site on a wide array of devices. Want to put a video on desktop but only text on tablet and mobile? No problem. Go ahead and resize your browser window to see how different messages are displayed below for different screen sizes (Note: We also used another one of our Shortcodes, Responsive Video, to make the video look great and respond for the desktop message).
[visibility type=”visible-desktop”] [alert type=”muted” heading=”Desktop Message”]I’m only for the larger screens. Since there’s more room, I can take a little more space. Resize me! [gap size=”1em”] [x_video_embed style=”margin-bottom: 0;”][/x_video_embed][/alert] [/visibility]
[visibility type=”visible-tablet”] [alert type=”muted” heading=”Tablet Message”]I’m only for the medium sized screens. There a little less room here, so try and shorten things up a bit, but don’t worry, you don’t have to fret too much over the length of your message just yet.[/alert] [/visibility]
[visibility type=”visible-phone”] [alert type=”muted” heading=”Phone Message”]I’m only for the smallest screens. Try and keep things short and sweet here.[/alert] [/visibility]
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[custom_headline type=”left” style=”margin-top: 45px;” level=”h2″ looks_like=”h5″ accent=”true”]Over Three Dozen Shortcodes Included When You Buy X Today[/custom_headline]
While just a sample, hopefully this give you a small window into how we think about Shortcodes. Instead of just creating the basic ones (which we did and you have access to them as well), we wanted to take it a step further by providing some really useful business and marketing oriented solutions like Table of Contents and Responsive Visibility. As a customer of X, you not only get instant access to our entire Shortcode library, you’ll also have access to all future Shortcodes we develop for future releases.
This is a great way to showcase cool individual images in a quick and easy way. While writing your post: select the image format, add your featured image, then click Publish!
In this gallery post format, you can include a grouping of images to share with your visitors or customers. In addition you can type any text you want to show up below or leave this area blank to just show the images. You can even use the arrows to browse through the images without having to click through to the post.
Looking to embed videos from YouTube, Vimeo, or any of the other popular video sites? No problem at all. Simply take the embed video code, add it to the video settings, and you’re done.
