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2023-November-Schneider Electric-Meetup-BCN Admin Group.pptx

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Salesforce Admin group in Barcelona

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Meetup
November 2023
Salesforce Admin Group
Barcelona, Spain
Agenda
● 18:30 Welcome & Sponsor
● 18:45 Salesforce: Generative AI
● 19:10 Demo: Flow Builder in Winter ‘24
● 19:30 Quiz Time!
● 19:45 Food & Networking
● 20:30 Closure
Salesforce Administrators Group
Barcelona
2019
2020
2021
2022
we are here
for you!
2023
New Whatsapp group, join us!
https://chat.whatsapp.com/GHuZU3Q3LJPGxd4sHTsMGG
● Please don’t spam others
● Let’s help each other:
○ Job offers in Barcelona
○ Technical or functional questions
○ Looking for a mentor
○ Proposing informal afterworks!
Today’s Sponsor
Our Sponsors
2023-November-Schneider Electric-Meetup-BCN Admin Group.pptx

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2023-November-Schneider Electric-Meetup-BCN Admin Group.pptx

  • 1. Meetup November 2023 Salesforce Admin Group Barcelona, Spain
  • 2. Agenda ● 18:30 Welcome & Sponsor ● 18:45 Salesforce: Generative AI ● 19:10 Demo: Flow Builder in Winter ‘24 ● 19:30 Quiz Time! ● 19:45 Food & Networking ● 20:30 Closure
  • 4. New Whatsapp group, join us! https://chat.whatsapp.com/GHuZU3Q3LJPGxd4sHTsMGG ● Please don’t spam others ● Let’s help each other: ○ Job offers in Barcelona ○ Technical or functional questions ○ Looking for a mentor ○ Proposing informal afterworks!
  • 9. Quiz & Swag 2nd position 1 Free Event Ticket 1 Trailblazer Hoodie & bottle 1st position 1 Free Exam Voucher 1 Trailblazer Hoodie, bottle & notebook 3rd position 1 Trailblazer Hoodie
  • 10. Mamadi Keita ● Solution Engineering Director, Salesforce
  • 11. David Sánchez Carmona ● 3.5+ years expanding Salesforce applications at The Hotels Network (Barcelona) ● 11x certifications - Application Architect & CPQ ● 660+ badges in Trailhead ● Salesforce Trainer ● MuleSoft Mentor
  • 12. Today’s challenge: A flow automation clashes with a validation rule New in Winter ‘24! Why use a Custom Error element: ✓ Better control of errors in record- triggered flows ✓ Advanced logic to replace validation rules
  • 13. Escaping the Maze on the Salesforce core platform The Order of Execution
  • 14. A Full Solution - Demo Time! Scenarios in the demo: 1. A regular validation rule error in Cases (Account Type=’Other’) 1. Change the Account Type to ‘Partner’ → a record triggered AfterSave flow controls the “Description” field 1. The AfterSave flow controls all associated Cases 1. Screen Flow - how to visualise errors in a friendly way (Fault path) * Bonus Track: Logging errors in Platform Events!
  • 15. Flow Builder in Winter ’24 - Custom Error - Embrace it! More relevant Use Cases: 1. Prevent an Opportunity from being Closed Won without any related Products 2. Prevent a new Order to be activated if any of the overdue Invoices are pending of payment 3. Anything you can think of! Salesforce Ben’s article: https://www.salesforceben.com/10-new-salesforce-flow-features-in-winter-24/ Custom error messages use the same functionality as the addError() method in Apex: https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_custom_error.htm&type=5
  • 17. Quiz & Swag 2nd place Hoodie Free Ticket to DreamOlé 1st place Free Exam Voucher Hoodie 3rd place Trailblazer Hoodie
  • 18. Food & Networking - Time to mingle! “It takes a village to… raise a Salesforce professional” ● Connecting local Mentors & Mentees ○ Commitment of 4 sessions of 30 min each to give career orientation, improve skills… ○ Looking for a Mentor or Mentee? ● You tell us - What do you need to improve your skills & deliver better applications in Salesforce? DM me here: david.sanchez.carmona@trailblazercgl.com Also in the new Whatsapp group!