Keynote for the in-person event we had in Barcelona on July 5th at ISDI CRM

1. Flow-er Party!
Salesforce Admin Group
Barcelona, Spain

3. Roger Borges
@SalesforceRoger
Take pictures & share them!
#SalesforceCommunity

4. Let’s have a successful event
4 rules to remember
1. Ask your questions at once
2. Learn & share - no matter what Salesforce
level you have
3. Approach anyone in the room today, we’re
building friendships for a lasting
professional life
4. Please, mute your phone
MOBILE

5. Quiz & Swag!
For the first
winners of the
quiz
4x
Free swag
(please one per person!)
x24

6. Agenda 19:00 - 21:00
● Welcome
● Our sponsor: ISDI
● Demo #1 Katalin
● Demo #2 Simon
● Flow-er Power!
● Quiz & Prizes
● Next activities in the group
● Food & Networking

7. Our sponsor today

8. Live Demo #1
Custom Settings in Flow Builder

9. ● 3 years fully dedicated to expand Salesforce apps in
different industries & companies
● 130+ badges in Trailhead
● 4 certifications earned
● Preparing exam for Platform Developer I
● Currently working as Salesforce Consultant at EMPAUA
Katalin Jordans

10. What are Custom Settings?
● Two types:
○ List Custom Settings (based on records)
○ Hierarchy Custom Settings (based on hierarchy
structure)
● Custom data sets, exposed in the application cache.
● Allows to define different values depending on the Profile
or User accessing the setting.

11. Advantages of using Custom Settings
● The logic automatically checks and uses the most detailed
level available: Org wide default → Profile → User
● Accessible throughout the application without consuming
queries.
● Allows updates to values, without touching the
configuration/automation where it is used.
● You can re-use the same fields in different locations, in
case the value changes, you only need to update the
Custom Setting field value.

12. Live Demo #2
Useful tips for Admins using
the Developer Console

13. Simon Purnell
● 6+ years in Salesforce ecosystem
● 3 very different Orgs
● Self-taught Admin & Low Code Developer
● 2 certifications earned
● Preparing exam for Platform Developer I
● Currently working as Salesforce Support Analyst at
Cigna

14. Demo - Useful tricks on SOQL for
Admins using Developer Console
Differences between SOSL & SOQL
Use SOSL when you don’t know which object or field the data resides in, and you want to:
● Retrieve data for a specific term or keyword that you know exists within a field. (Text, Email and Phone)
● Retrieve multiple objects and fields efficiently where the objects might or might not be related to one
another.
● Text, Email and Phone fields in multiple objects
Use SOQL when you know which objects the data resides in, and you want to:
● Retrieve data from a single object or from multiple objects that are related to one another.
● Count the number of records that meet specified criteria.
● Sort results as part of the query.
● Retrieve data from number, date, or checkbox fields.
Resource Links:
https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_sosl_intro.htm

15. Demo - Useful tricks on SOQL for
Admins using Developer Console
COUNT()
Returns the number of records
“How many Closed cases are there?”
LIMIT
Returns a set number of records
“I want to see 10 random Accounts from my Org”
ORDER BY
Returns an ordered list of records
“I want to see unconverted Leads from Newest to Oldest”
GROUP BY
Returns a grouped table of records
“I want to see unconverted Leads grouped by LeadSource”

16. Demo - Useful tricks on SOQL for
Admins using Developer Console
“I want to see errors in flow interview triggered in the system”
SELECT Id, Name, InterviewLabel, InterviewStatus, LastModifiedDate FROM FlowInterview
ORDER BY LastModifiedDate DESC

17. Demo - Useful tricks on SOQL for
Admins using Developer Console
TOOLING API
Can be used for fine-grain access to an org’s metadata.

18. Demo - Useful tricks on SOQL for
Admins using Developer Console
“I want to see ALL custom fields created and check if they have a description.”
SELECT Id,CreatedBy.Name, CreatedDate, LastModifiedBy.Name, LastModifiedDate, DeveloperName,
EntityDefinition.DeveloperName, Description
FROM CustomField
OR
“I want to see ALL custom fields that do NOT have a description and who they are created by.”
SELECT Id,CreatedBy.Name, DeveloperName, EntityDefinition.DeveloperName, Description
FROM CustomField
WHERE Description != NULL

19. Demo - Useful tricks on SOQL for
Admins using Developer Console
“I want to see all validation rules, check if they are active or not and
if error messages are well worded”
SELECT Id, EntityDefinition.DeveloperName, Active, ValidationName, ErrorDisplayField, ErrorMessage,
Description
FROM ValidationRule
“I want to list all layouts that are not assigned to any profile”
SELECT Id, Name, TableEnumOrId
FROM Layout
WHERE Id not in (select LayoutId from ProfileLayout) AND layoutType ='Standard'
“I want to clean up my automation (and kill Process Builders!)”
SELECT MasterLabel, ProcessType, RunInMode, Status, Description
FROM Flow
WHERE Status != 'Obsolete'

20. Demo - Useful tricks on SOQL for
Admins using Developer Console
“I want to list all my sandboxes and their history (creation, refresh, delete)”
select CreatedBy.Name, CreatedDate, Description, EndDate, LicenseType, SandboxInfoId,
SandboxName, source.SandboxName, Status, SystemModstamp from SandboxProcess
“Approximately how long will it take to refresh one of our partial sandboxes”
select CreatedBy.Name, CreatedDate, Description, EndDate, LicenseType, SandboxInfoId,
SandboxName, source.SandboxName, Status, SystemModstamp from SandboxProcess WHERE
LicenseType = ‘Partial’
EndDate - Created between two versions of the same Sandbox
Further reading and all objects available through Tooling API:
https://developer.salesforce.com/docs/atlas.en-us.234.0.api_tooling.meta/api_tooling/reference_obj
ects_list.htm

21. Demo - Useful tricks on SOQL for
Admins using Developer Console
“I want to monitor my object limit for a specific object”
SELECT Type, Label, Remaining, Max, EntityDefinitionid
FROM EntityLimit
WHERE EntityDefinitionid='Account'
“I want to monitor all release updates and check actions that need to be performed”
select ApiVersion, Category, DeveloperName, IsReleased, ReleaseLabel, SupportsRevoke,
StepStage, Title, Description
FROM ReleaseUpdate where IsReleased=false
“Check which API version the Apex Classes are running in my Org ahead of Salesforce API
retirement date and check if it’s Active or not”
Select NAME, Status, ApiVersion from ApexClass

22. ‘Flow-er’ power ;)
(bad joke, I know)

23. David Sánchez Carmona
● 14 years expanding CRM applications
● 500+ badges in Trailhead
● 10 certifications earned
● 5th prize at #FlowFest V1
● 2+ years working as Salesforce Platform Manager &
Architect at The Hotels Network

24. What’s the purpose
of an automation?
● In the context of the Salesforce core platform (Sales Cloud, Service
Cloud) an automation is needed when:
1. Before or after a field / record has been created / updated /
deleted, we want to perform an automatic action
2. We want to guide the user in a step-by-step process
3. On a regular basis (day / week, …) we want to evaluate and/or
perform massive actions on data
● Benefits:
○ Better user experience but reducing number of clicks
○ Better & consistent data quality because an automation applies
the same criteria and it isn’t just the user’s opinion
○ Integration with other applications / systems

25. Let’s make a list together!
Inspiring Use Cases
● Accounts
○ The Account Status (Prospect, Client, Churned) is automatically updated based on Contract Status
○ Merge Accounts if there’s a duplicate (reparent all related records like Contacts, Opportunities, …
from old account to new account
● Cases
○ Screen flow for guided steps to close the Case
○ On a daily basis, an automation reviews the Status of the Case, and based on certain criteria it’s
escalated to the Support Level 2 team and flag as high priority
● Opportunities & Opportunity Products
○ The User cannot change the Opportunity Stage, it’s moved automatically based on changes in
Quotes & Orders
○ Find the Closed Won Opportunity with the lowest Amount value. Then, create a new Task,
associated to that Opportunity where Subject = “Follow Up”, Status = “Not Started”, ActivityDate = 3
days from Today
● Quotes & Quote Lines
● Orders
● Contracts & Subscriptions (SF CPQ)
● Any custom object

26. Your decisions when building a
new Record-Triggered Automation
I need to
analyse more
with my
business team
A User
Story
with
acceptan
ce
criteria
No
My org
has less
40%
custom
code
(Apex,
triggers)
Use an
Apex-first
approach
No
Business
Decision
Architectural
Decision
Data
Volume
to
manage
is in few
100s per
Transacti
on
Data
Decision
Yes Yes
No
Use an
Apex-first
approach
(Bulk API)
Yes Flow
Builder is a
good fit !

27. Your decisions when building a
new Record-Triggered Automation
Official Decision Guide for Record-Triggered automations:
https://architect.salesforce.com/design/decision-guides/trigger-automati
on

28. Why Salesforce is pushing a new
automation tool?
By end of 2022
and early 2023
Salesforce will be
retiring
Workflow Rules
and Process
Builder
automation →
Existing will work,
but you can’t
create new!

29. Why Salesforce is pushing a new
automation tool?
● Technical Reasons:
1) They solve simple automations only (one record and if/then scenarios)
2) They are slow (in comparison with Apex and Flow Builder)
3) No integrations allowed (or just limited to outbound messages with SOAP API)
4) Custom code in Apex was needed in most of projects, and due to scarcity of
Salesforce Developers in the market, the Salesforce platform wasn’t escalable in
small & medium size clients #LowCodeMovement
● A great opportunity for Administrators - but remember
“With great power comes great responsibility”

30. My personal experience
with Flow Builder after 2 years
1. Now it’s reliable → Flow Builder has evolved very quickly (lot of investment!), it has solved all main
limitations (IsNew, formulas, firing criteria, manual variables …) and uncontrolled errors that had at
the beginning
2. Find a stable mix of Flow Builder (40%), Platform Events (20%) & custom code (Apex, triggers)
of 40% → Your goals: Performance (Testing) & Predictability “Flow Trigger Explorer” in the execution
3. Use Naming Conventions agreed with your coworkers / Salesforce partners when defining
variables, adding elements to the flow, etc. Ignore it & you’ll be in Hell!
4. Start small, don’t automate everything without a plan → discuss with your Salesforce Product
Owner a ROADMAP for automations in order to gain the benefits we mentioned but also to:
a. Avoid errors & conflicts with validation rules, empty values in fields, locking errors when trying
to update the same record
b. Reduce impact on performance
c. Minimize bad data quality
d. Document your business processes (in Notion, Quip, Google Doc, …)

31. Learn more about
building Flows
● Must-watch videos for Flow Builder by APEX HOURS:
https://www.youtube.com/playlist?list=PLaGX-30v1lh3dlreTdtIPAf6hQoH0Gi2o
● Trailhead → Flow Builder: Lots of new badges to earn!
● New feature that Salesforce is pushing: Flow Orchestrator - badge in
Trailhead

32. Quiz & Swag
For the
first
winners in
the quiz
4x
Free swag
x24

33. New activities in the Barcelona Admins Group?
Throw us your ideas & participate:
● Relaunching of the Monthly Salesforce Saturday Study Group as an informal
gathering in a bar to prepare certification exams & boost your motivation
● Connecting local Mentors & Mentees (commitment of 4 sessions of 30 min
each to give career orientation, improve skills, …)
○ Looking for a Mentor or Mentee?
david.sanchez.carmona@trailblazercgl.com
● You tell us - What do you need to improve your skills & deliver better
applications in Salesforce?

34. Salesforce Community Group in Barcelona…
Let’s get ready for the next in-person event!
Our Sponsors
?
The Date The Topics The Speakers
End of
Sept. ? ?
The Venue
C/ Diputació, 37
Barcelona
Looking for Speakers!
david.sanchez.carmona@trailblazercgl.com