21 Knots

05/25/2023

Create a URL-Driven Salesforce Activity Report!

This How-To will provide the foundation to generate any URL-driven report on any of your objects’ record pages. All this with the click of a button.

By implementing this feature, you can remove the Activities component from your Salesforce page layout, improving your record’s load time.

You can replicate what you will learn here in your contacts or your leads, and…given it’s a native Salesforce report, you can export it to Excel and send it to colleagues that don’t have access to your org.

Here's the Row-Level formula referenced in the video:
IF(ISBLANK(TASK_SUBTYPE), EVENT_SUBTYPE, TASK_SUBTYPE)

Watch it here: https://www.21knots.com/resources/url-driven-activity-report

Enjoy!

This How-To will provide the foundation to generate any URL-driven report on any of your objects’ record pages. All this with the click of a button. By implementing this feature, you can remove the Activities component from your Salesforce page layout, improving your record’s load time. You can ...

12/15/2022

Salesforce How-To Thursdays - Tracking How Many Times an Opportunity is Pushed!

In this how-to, we are going to create a simple counter that tracks how many times an Opportunity has been pushed.

Playing on the competitive nature of your sales reps, we'll also be creating a dashboard that tracks these pushes...you don't want to be listed on it!

We'll use Flow to track the pushes, build a report on them, and a dashboard component to tie it all together.

Watch it here:
https://www.21knots.com/resources/opptypushcount

In this how-to, we are going to create a simple counter that tracks how many times an Opportunity has been pushed. Playing on the competitive nature of your sales reps, we'll also be creating a dashboard that tracks these pushes...you don't want to be listed on it! We'll use Flow to track the push

06/16/2022

Salesforce How-To Thursdays - How to Access LinkedIn Profiles from your Salesforce Leads!

This quick, 10-minute walkthrough will provide you with the capability to access a lead’s LinkedIn profile from within your lead records.

Easy to accomplish and leverages a record-triggered Flow.

Watch it here: https://youtu.be/CotabY0oOjI

Enjoy!

11/27/2021

Does your marketing strategy need some adjusting based on Apple's new iOS15 privacy updates? Are "open rates" still a valid metric to track?

Here are 2 articles to help you navigate these changes.

Everything Pardot Admins Should Know About Apple Privacy Updates:
https://bit.ly/30ZcIZC

Apple’s Privacy Changes Will Force Marketers To Innovate – Here’s Where To Start:
https://bit.ly/319WKM1

10/07/2021

Creating a Project Management App - Part 2

This second part builds on what we did in the last how-to. We continue building our project management app and set it up for use (sharing settings, lightning app & navigation, URL-driven report configuration).

We cover:

-Reviewing the Sharing Settings
-Configuring Tabs to access the project and timesheet objects
-Creating the Lightning App and adding the navigation items
-Configuring the URL-driven timesheet report
-Test-driving our new app

10/07/2021

Salesforce How-To Thursdays - Download All the Files in Your Salesforce Org

Have you ever needed to download all file content from your Salesforce org? If you've done some digging around, you likely found that there is no easy way to do so (until now). Salesforce's Data Export function doesn't download files, and neither does DataLoader.

In this how-to, you'll learn how to cleverly and automatically construct URLs that, when fed through a Chrome extension, downloads all your files!

Watch it here: https://www.twentyoneknots.com/resources/download-all-files

Enjoy!

Have you ever had the need to download all file content from your Salesforce org? If you've done some digging around, you likely found that there is no easy way to do so (until now). Salesforce's Data Export function doesn't download files and neither does DataLoader.

08/26/2021

Salesforce How-To Thursdays - Get Custom Salesforce Notifications on Your Phone!

This project involves building a Flow that leverages the Decision, Assignment, and Action elements. The result: Custom notifications on your phone that trigger when an opportunity is within 7 days of closing!

You can apply this knowledge to create your own notifications on a standard or custom object and trigger on whatever you fancy.

Watch it here: https://www.twentyoneknots.com/resources/notifications-on-your-phone

Enjoy!

Build a Flow that leverages the Decision, Assignment, and Action elements. The result: Custom notifications on your phone that trigger when an opportunity is within 7 days of closing!

05/13/2021

Salesforce How-To Thursdays - Display your Twitter Feed on your Salesforce Login Page!

A quick little project involving a Visualforce page and a little elbow grease. The result is your Twitter feed on the right-side pane of your Salesforce login page!


https://www.twentyoneknots.com/resources/twitter-feed-on-login-page



A quick little project involving a Visualforce page and a little elbow grease. The result is your Twitter feed on the right-side pane of your Salesforce login page!

04/29/2021

Salesforce How-To Thursdays - Generate a PDF!

Ever wanted to generate a PDF from a Salesforce object? This How-To will demonstrate how to build a quick Visualforce page that does exactly that. It uses merge fields to pull data from a specific record and the resulting PDF is launched via a 'Generate PDF' button.

https://www.twentyoneknots.com/resources/generate-a-pdf

Enjoy!

Ever wanted to generate a PDF from a Salesforce object? This How-To will demonstrate how to build a quick Visualforce page that does exactly that. It uses merge fields to pull data from a specific record and the resulting PDF is launched via a 'Generate PDF' button.