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The Latest Flow Tool from Salesforce Labs: Flow DataGrid

by | Apr 12, 2020 | Salesforce Tips

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.

  1. Datatable, think a related list or list view.
  2. Map, yep, you guessed it a map from which users can pick from.
  3. Tile grid, similar to the tiles available on the community home pages.

The package is available on the App Exchange at https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000GAZr7UAH and includes a screenshot of each option.

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.

How To Limit Product Availability based on Account Type in CPQ

by | Apr 11, 2020 | CPQ

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:

  1. Target Object and Target Field are going to point to the field on product you want to filter by.
  2. This is value of the filter, so I have a formula field on quotes that simply looks to the related account’s type field.
  3. 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.
Salesforce CPQ Product Search Fig 4

CPQ

5 Reasons You Need The X Theme

by | Dec 7, 2019 | Top 10

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.

Affiliate Marketing 101 (Self Hosted Video)

by | Dec 7, 2019 | Video

[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.