Automation Champion

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  • Category: Apex

    • Getting Started with Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads)

      Posted at 9:13 PM by Rakesh Gupta, on December 1, 2020

      Big Idea or Enduring Question:

      How do you set automation to auto-convert marketing qualified leads? 

      When there is a chance of further negotiations with a lead, it can be converted into an account, contact, optionally an opportunity. In short, once the lead status has reached a certain stage, it can be qualified as a potential. On conversion, all the lead details are transferred in creating an account, contact, and optionally an opportunity. The lead conversion process is a manual process, if you want to automate it then you have to use Apex code. This article will help you to understand how to automate the lead conversion process using the Lightning Flow. 

      Objectives:

      After reading this blog post, the reader will be able to:

      • Use After-save Record-Triggered Flow to auto-convert marketing qualified leads 
      • Understand @InvocableMethod Annotation
      • Use Schedule-Triggered Flow to call an Apex method

      Business Use Case

      Pamela Kline is working as a System administrator in Universal Container. She has received a requirement from the management to auto-convert marketing qualified  (i.e. leads with Rating = Hot) leads and create an account and contact record.

      Automation Champion Approach (I-do):

      While this can be solved using various automation tools like Apex or Process Builder and Apex, we will use After-save Record-Triggered Flow and call an Apex method. To call an Apex method, add the Call Action element to your flow and select an Apex class with a @InvocableMethod Annotation. It means they allow us to extend the Lightning Flow by writing Apex code that meets certain criteria and then invoking the Apex from our Flows. If the class contains one or more invocable variables, manually enter values or reference field values from a related record. @InvocableMethod Annotation supports bulk operations. Let’s begin the solution for the business use case.
       
      In this article, we will use the call LeadConvert database class from Apex code. Make sure to review it. 
       
      Before discussing it, let me show you a diagram of a Process Flow at a high level. Please spend a few minutes to go through the following Flow diagram and understand it.
       

      Let’s begin building this automation process.

      Guided Practice (We-do):

      There are 2 steps to solve Pamela’s business requirement using Lightning Flow. We must: 

      1. Create an Apex class and test class
      2. Lightning Flow Steps:
        1. Define flow properties for record-triggered flow
        2. Adding an action to Call an Apex Class

      Step 1: Create an Apex class and Test class   

      1. Click Setup.
      2. In the Quick Find box, type Apex Classes.
      3. Clicks on the New button.
      4. Copy code from GitHub and paste it into your Apex Class. 
      5. Click Save.

      Repeat the above steps and click the Test class. You can get the code from my GitHub repo. 

      Step 2.1: Lightning Flow – Define Flow Properties 

      1. Click Setup.
      2. In the Quick Find box, type Flows.
      3. Select Flows then click on the New Flows.
      4. Select the Record-Triggered Flow option and click on Next and configure the flow as follows: 
        1. How do you want to start building: Freeform
        2. Trigger the Flow When: A record is created or Updated
        3. Run Flow: After the record is saved
        4. Object: Lead
      5. Select All Conditions Are Met (AND). 
      6. Set Conditions
        1. Row 1
          1. Field: Lead | Rating
          2. Operator: Equals 
          3. Value: Hot
      7. Choose the Option to Only when a record is updated to meet the condition requirements.
      8. Click Done.

      Step 2.2: Lightning Flow – Call an Apex Class

      The next step is to call the AutoConvertLeads class from flow so that when flow fires it auto-convert the leads.

      1. Under Toolbox, select Element. 
      2. Drag-and-drop Action element onto the Flow designer. 
      3. In the Action box, type AutoConvertLeads.
      4. Clicks on the AutoConvertLeads apex class. 
      5. Enter a name in the Label field; the API Name will auto-populate.
      6. Set Input Values: 
        1. Row 1:
          1. LeadIs: {!$Record.Id}
      7. Click Done.

      In the end, Steven’s Flow will look like the following screenshot: Once everything looks good, perform the below steps: 

      1. Click Save.
      2. Enter Flow Label the API Name will auto-populate.
      3. Click Show Advanced.
      4. Type: Record-Triggered Flow
      5. API Version for Running the Flow: 50
      6. Interview Label: Auto Convert Leads {!$Flow.CurrentDateTime}
      7. Click Save. 

      Almost there! Once everything looks good, click the Activate button.

      Proof of Concept

      Now onwards, if a business user updates the Lead Rating to Hot, Lightning Flow will automatically convert such leads and create an account as well as a contact. 

      1. Currently, the lead Gaurav Pradhan is Open and the Rating is Warm as shown in the following screenshot:
      2. Now we update the Rating to Hot and see the flow magic. 
      3. Flow auto converts the Lead and create an Account and Contact or it.

      Note: –  I will suggest you implement this first in your developer org, test it and then move it to production. The same approach will work for the case assignment rule. Download Apex and Test class from GitHub. 

      Process Builder Approach

      Formative Assessment:

      I want to hear from you!  

      What is one thing you learned from this post? How do you envision applying this new knowledge in the real world? 

      Let me know by Tweeting me at @automationchamp, or find me on LinkedIn.

      Have feedback, suggestions for posts, or need more information about Salesforce online training offered by me? Say hello, and leave a message!

      Posted in Apex, Process Builder, Sales cloud, Salesforce Flow | 99 Comments | Tagged Activate a Process, Add action Process Builder, Add Criteria Proces builder, ADM 201, adm 201 certification, adm 201 salesforce, After-save flow After save flow, Auto convert Lead, Auto convert Lead in Salesforce, Auto convert Lead using Apex, Auto convert Lead using Apex Trigger, Auto convert Lead using PB, Auto convert Lead using Process, Auto convert Lead using Process Builder, Auto Convert Leads, Auto Convert Leads Apex trigger, Auto Convert Leads Automation Champion, Auto Convert Leads in Salesforce, Auto Convert Leads in Salesforce using APex, Auto Convert Leads in Salesforce using Apex Trigger, Auto Convert Leads in Salesforce using Process Builder, Auto Convert Leads process, Auto Convert Leads Process Builder, Auto Convert Leads process in Salesforce, Auto Convert Leads process in Salesforce codeAuto Convert Leads process in Salesforce code, Auto Convert Leads process in Salesforce Proces, Auto Convert Leads process in Salesforce Process, Auto Convert Leads Rakesh Gupta, Auto Convert Leads Salesforce, Automation Champion, flow, flow builder in salesforce, flow builders, Lightning Flow, lightning flows in salesforce, Lightning Process builder, Platform App Builder, Platform App Builder Exam, Process Builder, Process Builder examples, Process Builder rakesh, Process Builder Sales Cloud, Process Builder Salesforce, Process Builder Service Cloud, Process builder use case, Process Criteria, Process management, sales force automation software, salesforce, salesforce Admin exam, salesforce automation, salesforce automation tools, salesforce certified developer exam, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, Salesforce Online Training, Salesforce Platform Developer I, Salesforce Platform Developer I Exam, Salesforce Training, when a record is created or edited
    • Getting Started with Process Builder – Part 97 (Now, Generating a Quote PDF is a breeze! Learn how!)

      Posted at 9:05 AM by Rakesh Gupta, on June 23, 2020

      The last thing you want your Sales teams to do is to get ensnared in manual – or procedural – activities; they are your horsepower, free them up to do what they do best – Sell! Does that mean activities – not directly related to selling – can be eschewed? Far from it! 

      Let us have our cake and eat it too – think automation!!

      Multiple research affirms the positive impact of automation on the bottom line! By leveraging automation, we can ensure that activities – not directly related to sales – get done without burdening your sales team. 

      Let us take a simple use case – generating a quote PDF whenever a customer is ready to receive a formal proposal containing the most current pricing information and product quantities. To generate a quote pdf should not require salespeople to click a button! And, thanks to Process Builder, we can make that a reality!

      Objectives:

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

      • Understand what a Quote is
      • Use filters and conditions to design a process
      • Understand the Apex callout process in Process Builder

      Business Use case

      Martin Jones is a System Administrator at Gurukul on Cloud (GoC). He received a requirement to auto-generate a quote pdf whenever a quote gets created (only if Opportunity amount is greater than 0) so that salespeople can spend less time in Salesforce and more time selling.  

      What is a Quote?

      A quote is a detailed list – of products or services with prices, shipping and billing addresses, payment terms and taxes, etc. – that is sent by a seller to a prospective buyer. Quotes usually have different statuses (Draft, In Review, Presented, Approved, Rejected, or Cancelled) depending on the stage of the sales process.

      As of Summer’20 release, salespeople had to manually generate a quote pdf by clicking on the Generate PDF button. We can do better than that as automation champions – let us automate this process. 

      Automation Champion Approach (I-do):

      Usually, with Salesforce, multiple approaches are available to solve a business requirement. Choose the ones that are simple, straight forward, and consume fewer resources. 

      Similarly in this scenario, either use Apex trigger or a combination of Flow and Process Builder. Read the rest of this entry!

      Posted in Apex, Process Builder | 16 Comments | Tagged Autogenerate quote PDF, Autogenerate quote PDF Salesforce, Generate PDF Flow, Generate PDF Salesforce, Process Builder, Process Builder example, Quote Management, Quote PDF, Quote PDF via Flow, Quote PDF via Process builder, salesforce
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