Skip to main content Join us at TDX in San Francisco or on Salesforce+ on March 5-6 for the Developer Conference for the AI Agent Era. Register now.
Topics#MVP

#MVP1 discussing

Ask a question...
Tom Bassett (Solutions Architect at Vera Solutions) Forum Ambassador posted in Trailblazer Community Cove
Today, 3:44 PM

🌟 Ever wondered what it takes to be a Credential Ambassador in the Salesforce ecosystem?  

 

In this episode of the Be More Podcast @Justyna Krajewska dives into the role, key skills, and the power of community engagement. Tune in for insights and inspiration! 🎧🚀  

 

Listen via the Audio Podcast Platform of your choice

Watch on YouTube 

 

#BeMore #Trailhead Challenges #TrailblazerCommunity #Trailhead Superbadges #Certifications #MVP #CredentialAmbassador #Webassessor Exams #Trailhead

 

 

@* Salesforce Platform * @* Customer Success * @Consultant Trailblazers @Architect Trailblazers @* Salesforce Developers * @Admin Trailblazers @* Trailhead Official *

Write a comment...
0/9000
Tom Bassett (Solutions Architect at Vera Solutions) Forum Ambassador posted in Design Trailblazers
Dec 19, 2024, 4:48 PM

Join @Tom Bassett and @Katka Vokrinkova for Be More Salesforce Design.

 

They discuss the key responsibilities of Salesforce designers, how they collaborate with other roles, and the importance of user adoption. Katka also shares valuable insights on becoming a designer, tips for aspiring professionals, and essential skills needed in the field. Plus, they tackle common design misconceptions and highlight great resources for anyone looking to grow within the Salesforce ecosystem.

 

Listen via the Audio Podcast Platform of your choice

Watch on YouTube 

@* Salesforce Platform * @Trailblazer Community Cove @* Customer Success * @* Salesforce Developers * @Admin Trailblazers @Consultant Trailblazers @Architect Trailblazers

 

#Salesforce #Salesforce Platform #DesignersMind #MVP #SalesforceMVP #User Adoption #TrailblazerCommunity #Trailblazer #BeMore

Write a comment...
0/9000
Tom Bassett (Solutions Architect at Vera Solutions) Forum Ambassador posted in Architect Trailblazers
Nov 24, 2024, 3:14 PM

Check out Be More Solution Architect with @Gordon Lee

 

In this episode we discuss the role of a Solutions Architect in the Salesforce nonprofit sector, emphasizing the importance of trust, collaboration, and soft skills.

 

Listen via the Audio Podcast Platform of your choice

Watch on YouTube 

#Salesforce #TrailblazerCommunity #MVP #SalesforceMVP #Solution Architects #CRM Configuration #Architecture & Solution Design

 

@Trailblazer Community Cove @* Salesforce Platform * @* Customer Success *  @Nonprofit Hub

4 comments
Write a comment...
0/9000
Shakti Bebo asked in * CRM Analytics (fka Tableau CRM) *
Sep 23, 2024, 7:00 PM
Dedupe Measures

I have a recipe with 2 objects - Resolutions and Transactions

Each resolution can have multiple transactions with the same resolution name,

 

From Resolutions, I have

Dimension - Resolution name

Measure – Total Fee

 

From Transactions, I have

Dimension – Transaction name

Measure – Amount

Date – Date paid

 

Every resolution can have multiple transactions with the same resolution name

 

I have joined transactions with resolutions Inner join

 

In my lens I have filtered my data with Date Paid (from Transactions)

 

Selected Columns

Amount – From transaction

Total fee from resolutions

 

Rows

Settler (from transactions)

 

Since each resolution can have multiple transactions with the same resolution name,

The problem I am, facing is that the Total fee (from resolutions) is getting duplicated with in the lens inflating this amount incorrectly. I need a solution to dedupe the total fee i.e. I want the sum of Total Fee only for the unique resolutions

 

What can I do to fix this?

Can I fix it through the SAQL query? Or

Is there a formula I can add in the lens to dedupe this?

 

This is my current query

q = load "Copy2TestHSResolutionsandTransactions";

q = filter q by date('Join2.litify_fin__lit_Date_Paid__c_Year', 'Join2.litify_fin__lit_Date_Paid__c_Month', 'Join2.litify_fin__lit_Date_Paid__c_Day') in [dateRange([2024,7,1], [2024,7,30])];

q = group q by 'Join2.Settler__c';

q = foreach q generate q.'Join2.Settler__c' as 'Join2.Settler__c', unique(q.'Join2.litify_pm__Resolution__c.Name') as 'A', sum(q.'Join2.litify_fin__lit_Amount__c') as 'B', sum(q.'Join2.litify_pm__Resolution__c.litify_pm__Gross_Attorney_Fee__c') as 'C';

q = order q by 'Join2.Settler__c' asc;

q = limit q 2000;

 

@Roman Michalik @Ada Xu @Pranit Bhisade

12 answers
  1. Roman Michalik (Salesforce.com Germany GmbH)
    Sep 25, 2024, 4:06 PM

    Now I'm lost again ...

    I thought you want to have all detail rows and then total in one query to show it in a table. With regards to showing it in a chart, please see my post above where I mentioned that I would split it into a number showing the total and a chart showing the details by settler.

     

    If you don't want to have the totals included within the chart, but in a separate query, you can split your existing query: one is ending before you start to calculate the total (the s-stream) and the other one ends before you combine the two streams.

     

    Query 1:

    q = load "Copy2TestHSResolutionsandTransactions";

    q = filter q by date('Join2.litify_fin__lit_Date_Paid__c_Year', 'Join2.litify_fin__lit_Date_Paid__c_Month', 'Join2.litify_fin__lit_Date_Paid__c_Day') in [dateRange([2024,7,1], [2024,7,30])];

    q = group q by ('Join2.Settler__c');

    q = foreach q generate q.'Join2.Settler__c' as 'Settler', unique ('Name') as 'Resolutions', sum(q.'Join2.litify_fin__lit_Amount__c') as 'Amount', avg(q.'Join2.litify_pm__Resolution__c.litify_pm__Gross_Attorney_Fee__c') as 'Total Fee';

     

    Query 2:

    q = load "Copy2TestHSResolutionsandTransactions";

    q = filter q by date('Join2.litify_fin__lit_Date_Paid__c_Year', 'Join2.litify_fin__lit_Date_Paid__c_Month', 'Join2.litify_fin__lit_Date_Paid__c_Day') in [dateRange([2024,7,1], [2024,7,30])];

    q = group q by ('Join2.Settler__c');

    q = foreach q generate q.'Join2.Settler__c' as 'Settler', unique ('Name') as 'Resolutions', sum(q.'Join2.litify_fin__lit_Amount__c') as 'Amount', avg(q.'Join2.litify_pm__Resolution__c.litify_pm__Gross_Attorney_Fee__c') as 'Total Fee';

    s = group q by all;

    s = foreach s generate sum('Resolutions') as 'Resolutions', sum('Amount') as 'Amount',sum('Total Fee') as 'Total Fee';

     

    Use Query 1 to display it in a bar chart, Query 2 can be displayed in number widgets.

Write an answer...
0/9000
Tom Bassett (Solutions Architect at Vera Solutions) Forum Ambassador posted in * Customer Success *
Jul 20, 2024, 3:36 PM

What skills and traits does it take to be a author that writes about #Salesforce?

 

Join Be More Author with @Joseph Kubon to learn more

 

Listen via the Audio Podcast Platform of your choice

Watch on YouTube 

#MVP #SalesforceMVP #BeMore #TrailblazerCommunity #Trailblazer #Learning #AI #Salesforce Developers

 

@Trailblazer Community Cove @* Salesforce Platform * @* Salesforce Developers * @Admin Trailblazers @Consultant Trailblazers @Salesforce Business Analysts

Write a comment...
0/9000
Tom Bassett (Solutions Architect at Vera Solutions) Forum Ambassador posted in Trailblazer Community Cove
Jul 5, 2024, 6:40 AM

With many different Dreamin' events across the globe I discussed with @Maham Hassan what it takes to be a organiser for this event as a organiser of Pakistan Dreamin' and Duabi Dreamin'

 

Be More Dreamin' is now available as a Audio and Video Post on your platform of choice. 

 

Listen on Apple Podcasts, Amazon Music, YouTube Music, Spotify and other platforms here

https://linktr.ee/bemorewithtombassett

 

Watch on YouTube

https://youtu.be/utLLsEOu600

 

#TrailblazerCommunity #Trailblazer #Salesforce #MVP #Dreamin #DuabiDreamin #PakistanDreamin #BeMore

 

@* Customer Success * @* Salesforce Platform * @Consultant Trailblazers

Write a comment...
0/9000
Tom Bassett (Solutions Architect at Vera Solutions) Forum Ambassador posted in Trailblazer Community Cove
Jun 7, 2024, 6:30 AM

Learn about how @Sara Hernandez helps get Women into the Salesforce Ecosystem

 

Be More Women in Tech is available as a YouTube Video here 

https://youtu.be/Vx1PmC2Q95s

 

Also available to stream on Apple Podcasts, Amazon Music, YouTube Music and Spotify 

https://linktr.ee/bemorewithtombassett

 

#Salesforce #MVP #SalesforceMVP #WIT #Trailblazer #TrailblazerCommunity

 

@* Customer Success * @* Salesforce Platform *

2 comments
Write a comment...
0/9000
Tom Bassett (Solutions Architect at Vera Solutions) Forum Ambassador posted in Trailblazer Community Cove
May 26, 2024, 3:21 PM

What does it take to #BeMore MVP Hall of Fame?

 

Join @Adam Olshansky to explore more about this role in a new episode of the Be More Podcast. 

 

Available as a Audio Podcast on Apple Podcasts, Amazon Music, Youtube Music and Spotify etc.

https://linktr.ee/bemorewithtombassett

 

Available as a Video Podcast on YouTube

https://youtu.be/TJg25WlBop4

 

#Salesforce #CRM Configuration #MVPOhana #SalesforceMVPs #MVP #TrailblazerCommunity #Trailblazer

@* Customer Success * @* Salesforce Platform * @* APAC Success Central *

Write a comment...
0/9000
Tom Bassett (Solutions Architect at Vera Solutions) Forum Ambassador posted in * Salesforce Platform *
Apr 4, 2024, 5:32 PM

Within the Salesforce Ecosystem as well as conventional paths to Consultant, Developer, Architect, Business Analyst there are other important paths such as CTO (Chief Technical Officer)...But what does this mean in reality? What does a CTO do day-to-day?

 

Join myself and @Keir Bowden for Be More CTO to find out more about this role and perhaps be inspired to blaze your own path.

 

Listen to Audio Podcast on Apple Podcasts, Youtube Music, Amazon Music and Spotify; https://linktr.ee/bemorewithtombassett

 

Watch Video Podcast on YouTube; https://youtu.be/lRQQK3__EcUWithin the Salesforce Ecosystem as well as conventional paths to Consultant, Developer, Architect, Business Analyst there are other important paths such as CTO (Chief Technical Officer)...@* Salesforce Developers * @* Customer Success * @Trailblazer Community Cove @* Salesforce Platform * @Jobs for Salesforce

 

#BeMore #Salesforce #MVP #MVPOhana #Salesforce Platform #CareerDevelopment #TrailblazerCommunity

Write a comment...
0/9000
Tom Bassett (Solutions Architect at Vera Solutions) Forum Ambassador posted in Admin Trailblazers
Mar 24, 2024, 8:31 AM

As a #Salesforce Admin you need to be familiar with Reports, Formulas and Validation Rules.

 

But how do you master this skillset? Watch or Listen Be More Admin Skill Set with @Steve Molis to find out more!

 

Watch on YouTube

https://youtu.be/KD9J9xki8mM?si=WDaM9ngT01tLqPsB

 

Listen on Apple Podcasts, Amazon Music, Google Podcasts, Spotify and more!

https://linktr.ee/bemorewithtombassett

 

#SalesforceAdmin #Trailblazer #TrailblazerCommunity #Reports #Formulas #ValidationRule #MVP #SalesforceMVP #AwesomeAdmin

 

@* Customer Success * @Trailblazer Community Cove @* Salesforce Platform * 

Write a comment...
0/9000