Last Updated on June 7, 2022 by Rakesh Gupta

Big Idea or Enduring Question:

• How can you automatically create a case from a Chatter post if it includes a specific keyword? 

Objectives:

After reading this blog, you’ll be able to: 

• Understand what is custom metadata types and when should one use it
• Work with custom metadata types in salesforce flow 
• Avoid hard code of Id using the get records element 
• Use decision element to check record values
• Work with the loop to bulkify your flow
• Implement While Loop logic in flow  
• and much more

Step 2.7: Using Decision Element to Check Whether the Chatter Post Contains Any Keywords or Not

The next task is to check whether the Chatter post – contains any keywords or not.  To check this, we will use the Decision element.

1. On Flow Designer, below the For Each node, click on the +icon and select the Decision element.
2. Enter a name in the Label field; the API Name will auto-populate.
3. Under Outcome Details, enter the Label the API Name will auto-populate.
4. Condition Requirements to Execute Outcome: All Conditions Are Met (AND)
   1. Row 1:
      1. Resource: {!$Record.Body}
      2. Operator: Contains
      3. Value: {!Loop_Over_Keywords.rakeshistomMVP__Keyword__c}
5. When to Execute Outcome: If the condition requirements are met.
6. Click Done.
   

Step 2.7.1: Adding an Assignment Element to Indicate the end of the Loop

1. Create a Variable varB_EndLoop type Boolean to indicate end of the loop.
2. On Flow Designer, click on the +icon and select the Assignment element.
3. Enter a name in the Label field; the API Name will auto-populate.
4. Set Variable Values
   1. Row 1:
      1. Field: {!varB_EndLoop}
      2. Operator: Equals
      3. Value: {!$GlobalConstant.True}
5. Click Done.

Step 2.8: Using Decision Element to Check Boolean EndLoop Variable to See if We Want to Create a Case or Not

The next step is to check the boolean variable created in step 2.7.1. if it is true, we want to create a case; otherwise, we want to end the flow here. To check this, we will use the Decision element.

1. On Flow Designer, below the After Last node, click on the +icon and select the Decision element.
2. Enter a name in the Label field; the API Name will auto-populate.
3. Under Outcome Details, enter the Label the API Name will auto-populate.
4. Condition Requirements to Execute Outcome: All Conditions Are Met (AND)
   1. Row 1:
      1. Resource: {!varB_EndLoop}
      2. Operator: Equals
      3. Value: {!$GlobalConstant.True}
5. When to Execute Outcome: If the condition requirements are met.
6. Click Done.
   

Step 2.9: Add Create Records Element to Create a Case

The final step is to create a case. For this, we will use Create Records element.

1. On Flow Designer, below the Proceed to Case Creation node, click on the +icon and select the Create Records element.
2. Enter a name in the Label field; the API Name will auto-populate.
3. Input the following information:
   1. How Many Records to Create: One
   2. How to Set the Record Fields: Use separate resources, and literal values
   3. Object: Case
   4. Set Field Values for the Case
      
   5. Row 1:
      1. Field: Origin
      2. Value: Chatter
   6. Click Add Field
   7. Row 2:
      1. Field: Status
      2. Value: New
   8. Click Add Field
   9. Row 3:
      1. Field: Type
      2. Value: Other
         
   10. Click Add Field
   11. Row 4:
       1. Field: Description
       2. Value: Check this Post {!$Record.Id}
4. Click Done.