You must use Save As to save your changes as a new version or new flow. Save as new flow opens a dialog box where you can input a new name, unique name, and description, then save your changes as an entirely new flow. Save as new version saves the flow you’re working on as a new version of the current flow.
Why track Salesforce changes directly in Salesforce?
Having a method of tracking Salesforce changes directly in Salesforce is important to the health of every org. As your org and your Admin team grow ever larger, tracking these changes becomes critical. This brings context and stability to your org for years, even decades to come.
What can I add to my Salesforce projects?
And if you’re so inclined, you can add even more features like Time-Based reminders, an Approval Process for more technical requests, or even Projects that contain multiple Salesforce Tickets.
How do I Save my changes as a new flow?
You must use Save As to save your changes as a new version or new flow. Save as new flow opens a dialog box where you can input a new name, unique name, and description, then save your changes as an entirely new flow. Save as new version saves the flow you’re working on as a new version of the current flow.
Is it better to use Jira or Salesforce for database management?
Also, you might not have Jira forever, and it’s possible that not all of your Salesforce users are also Jira users. Having this object directly in Salesforce is the fastest, easiest, and most comprehensive method for your users and administrators. As long as you have Salesforce, you’ll have a permanent record of your changes, too.
How do I save my work in Salesforce?
You must use Save As to save your changes as a new version or new flow. Save As—Once you've saved your flow for the first time, this button is enabled with two options: Save as new flow opens a dialog box where you can input a new name, unique name, and description, then save your changes as an entirely new flow.
What does save and new mean in Salesforce?
Resolution. The 'Save & New' button in Salesforce Classic works similarly to the Clone button in Lightning Experience. Instead of populating the default picklist value, the Subject field defaults to the Subject of the previous Task or Event from which you clicked "Save & New".
How do you save a flow in Salesforce lightning?
8:4018:10Before Save Flow in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipGo ahead and click on save and save your flows.MoreGo ahead and click on save and save your flows.
What is Quick save in Salesforce?
Quick Save allows you to save your changes, but keeps you on the Page Layout Edit screen. Then in another tab you can refresh the view and see your changes take place.
How do I create a save and New button in Visualforce page?
1 Answerpublic Pagereference doSaveAndNew(){SObject so = m_sc.getRecord();upsert so;string s = '/' + ('' + so.get('Id')).subString(0, 3) + '/e?';ApexPages.addMessage(new ApexPages.message(ApexPages.Severity.Info, s));return new Pagereference(s);}
Can we override standard Save button in Salesforce?
The save button in the standard layout cannot be override.
What is before save flow?
Before Save (Fast Field Updates) If you just need to update fields on the record that triggers the flow, this is the right option. It can be triggered when the record is created, created or updated, updated, or deleted. Before save flow runs much faster (10 times) than the after save flow.
What is the difference between flow and process builder?
The biggest difference? Flow Builder can launch a series of flows depending on the results of the previous one. Process Builder can trigger a flow, but it is less powerful and can't launch a process based on another process.
What are lightning flows in Salesforce?
Lightning Flow provides definite process automation for every Salesforce app, experience, and portal. Lightning Flow has two point-and-click automation tools: Process Builder, which allows you to build processes. Flow Builder, which allows you to build flows.
Can you save email in Salesforce?
If you use Gmail or another web based email service, Salesforce has a feature that will allow you to save your emails related to leads, contacts and open opportunities.
What is a quote line in Salesforce?
Quote lines store information about products that a sales rep has quoted. With certain page layout and field-level security settings, some fields aren't visible or editable.
How do I save an email as an attachment in Salesforce?
0:070:44Save Emails and Attachments to Salesforce - Outlook - YouTubeYouTubeStart of suggested clipEnd of suggested clipAll you have to do to save an email is go to add to Salesforce in the reply window. Select whichMoreAll you have to do to save an email is go to add to Salesforce in the reply window. Select which contact or lead you want the record to be associated with.
Create Automation
When a Ticket is created, assign it to the proper user, and send an email to both the creator, the requester, and the new owner
Training & Accessibility
Your users are going to be the people filling out these Salesforce Tickets. Make sure it’s fast and easy for them to do so.
Best Practices
It doesn’t work if you don’t use it! A Tickets object is useless on it’s own; it doesn’t intuitively know what your users want. And your users don’t know it’s there, and aren’t in the habit of using it.
Conclusion
This is a very basic Salesforce Tickets object. In less than a couple hours, you can have a full history of every change you made in Salesforce, and why. Of course, you’ll need to tailor this to your business needs.
