Build a Project Management App in Salesforce (Tutorial)

Ғылым және технология

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This is a Salesforce app builder masterclass. Brian Hays walks you through the steps to build out a project management app in Salesforce. Build custom objects and a custom screen flow to deliver a complete solution to your users.
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Пікірлер: 44

  • @user-ti6dj6eh7m
    @user-ti6dj6eh7m5 ай бұрын

    Thank you so much - love the long format step-by-step!

  • @Rotive

    @Rotive

    5 ай бұрын

    You are so welcome! We appreciate the comment. Glad it helped.

  • @tracypuckett1388
    @tracypuckett13888 ай бұрын

    Love this - just what I was looking for.

  • @Rotive

    @Rotive

    8 ай бұрын

    So glad it was helpful, Tracy.

  • @shomailakhan2013
    @shomailakhan2013 Жыл бұрын

    Looks incredible. Super interesting. Thanks a bunch to create useful videos for us

  • @Rotive

    @Rotive

    Жыл бұрын

    Thanks Shomaila! I appreciate the comment.

  • @Stephanie-hm3li
    @Stephanie-hm3li Жыл бұрын

    Thank you so much - helped us figure out a tricky setup! I like the level of detail & you show the various methods available to achieve the same result.

  • @Rotive

    @Rotive

    Жыл бұрын

    Thank you! We really appreciate the feedback 😊

  • @user-hp1zd7ut8l
    @user-hp1zd7ut8l Жыл бұрын

    Brian Hays, Excellent - Packaged a lot of information in one hour

  • @Rotive

    @Rotive

    11 ай бұрын

    Glad you enjoyed it!

  • @gabriellundeen
    @gabriellundeen8 ай бұрын

    This was really great - thank you!

  • @Rotive

    @Rotive

    8 ай бұрын

    Glad to hear that! Thanks for the comment!

  • @user-rh9ez5vl3w
    @user-rh9ez5vl3w8 ай бұрын

    I'd really enjoy seeing more tutorials of this kind

  • @Rotive

    @Rotive

    7 ай бұрын

    More coming!

  • @colincreith4439
    @colincreith44394 ай бұрын

    That was awesome Brian! For a long time now I've been looking for a best fit solution regarding project management built on Salesforce. To date they were either not good enough, irrelevant or just too robust, far too much for what I needed. I'm glad I discovered this tutorial and I've now built it out and added it to my org. Thank you so much.😊😊😊

  • @Rotive

    @Rotive

    2 ай бұрын

    Thanks for the kind words, Colin! Glad it helped.

  • @stevebincolo
    @stevebincolo10 ай бұрын

    Fantastic work. Please do more.

  • @Rotive

    @Rotive

    10 ай бұрын

    Thanks, will do!

  • @AnalyseYourData
    @AnalyseYourData7 ай бұрын

    Great project! Fantastic!

  • @Rotive

    @Rotive

    7 ай бұрын

    Thank you!

  • @user-rh9ez5vl3w
    @user-rh9ez5vl3w8 ай бұрын

    Great Job Thank You!

  • @Rotive

    @Rotive

    7 ай бұрын

    You're welcome! Thanks for the comment.

  • @azaramirli2601
    @azaramirli26014 ай бұрын

    good stuff, definitely useful. Thank you

  • @Rotive

    @Rotive

    4 ай бұрын

    Glad you think so!

  • @evamoore4718
    @evamoore47185 ай бұрын

    Terrific tutorial - the detail was great and it was easy to follow along creating my own App.

  • @Rotive

    @Rotive

    5 ай бұрын

    Thank you, Eva! Glad you found it helpful.

  • @Dan-of2qz
    @Dan-of2qz11 ай бұрын

    quality and content is really well done compared to other demo videos!

  • @Rotive

    @Rotive

    11 ай бұрын

    Thanks, Dan! We appreciate the kind words.

  • @aminebouyg3637
    @aminebouyg36378 ай бұрын

    nice bro, keep doing this type of video they are really helping

  • @Rotive

    @Rotive

    8 ай бұрын

    Thanks for the comment! More coming soon.

  • @ibnthamar
    @ibnthamar6 ай бұрын

    Amazing, more similar tutorials pls

  • @Rotive

    @Rotive

    6 ай бұрын

    More to come! Thanks for the comment :D

  • @debasishp
    @debasishp Жыл бұрын

    Thanks

  • @Rotive

    @Rotive

    Жыл бұрын

    Thank you very much! This is our first Super Thanks. Pretty cool!

  • @debasishp

    @debasishp

    Жыл бұрын

    @@Rotive Since I discovered your channel a month ago, I've been binge watching all the videos. The best Salesforce education channel for non tech people like me. I absolutely love the way you break down difficult topic into understandable bit size. More importantly I appreciate the actual use case application of the platform tools, which I've started applying in our company org. In future I'd like to see videos about optimising user experience on desktop & mobile. Thanks for these great videos.

  • @Rotive

    @Rotive

    Жыл бұрын

    @@debasishp That's awesome to hear! Thank you. Definitely putting user experience videos on the list. Salesforce has quite a few tools you can use to improve it.

  • @sajideltayeb7892
    @sajideltayeb78926 ай бұрын

    i have followed this step by step however if i want to create a new project in the app it does not allow me to create and tasks. i am only allowed to create new tasks on project template object. Any help will be grateful

  • @sajideltayeb7892

    @sajideltayeb7892

    6 ай бұрын

    23:35 The task bar does not appear for me ?

  • @Black_Nemisis
    @Black_Nemisis Жыл бұрын

    Please do a training on language translation with Einstein Chatbot. 🙂

  • @Rotive

    @Rotive

    Жыл бұрын

    Interesting.... I'll have to look into that. Thanks!

  • @refrashcreations
    @refrashcreations Жыл бұрын

    Hai sir. I was creating a account along with multiple contact here im using multiple in the section of how many record to create. The flow is working fine sir but the issue is one only contact is repeating twice. Eg A B B C D

  • @Rotive

    @Rotive

    11 ай бұрын

    Hmm. I'm not sure what would be causing this. Likely a mistake in logic somewhere. I would check to make sure you're only getting those "template" records that you want. Perhaps you're getting and recreating more records than you realized. Double check any conditions on Get and Create steps.

  • @yourkitty69
    @yourkitty693 ай бұрын

    How would we set the status to default to “New” in the flow? bc if you are creating the project then most likely it is a new project. I cannot get my tasks to be created, not sure what I missed.

  • @Rotive

    @Rotive

    3 ай бұрын

    In the field settings for the status picklist, you can set a default value. That's where I would make it default to New. You could also set that value in the create project step when you define the other variables, but that's a little more complicated and not really needed.

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