Automation Champion

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  • Category: Salesforce Flow

    • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)

      Posted at 9:01 AM by Rakesh Gupta, on February 23, 2021

      Big Idea or Enduring Question:

      What if you could customize the Previous, Next, Finish, and Pause button label for Screen Flow? Ya, why endure mundane when we can jazz things up!! Let us do it!

      A Screen Element allows you to take users’ input and process it – yes, one can write custom logic to process user-entered data. However, as opposed to Record-Triggered Flow or Scheduled-Triggered Flow – which doesn’t have the capability to take user input and process it – Salesforce Screen Flow can take user-entered data and process it further! So, let us harness the power of Salesforce Screen Flows – every drop, one at a time!

      Like everything else in life, Salesforce’s Screen Flow’s power comes with some limitations –  like, it doesn’t provide the ability to customize the Previous, Next, Finish and Pause buttons.

      Held back by limits? Us? No, way! So, in this article, I will show you how you can create a Lightning component that will allow you to customize the button labels.

      Objectives:

      After reading this article, you will be able to:

      • Make your custom aura components available to Screen Flows
      • Clone an existing Flow
      • Reference aura component in a Screen Flow 
      • Customize labels of Previous, Next, Finish, and Pause buttons

      Business Use Case

      Brenda David, an awesome System administrator at Gurukul on Cloud (GoC), created a flow that allows users – with the role of Direct Sales Director – to add or remove followers from a record. Then, Brenda received the following requirements: 

      • Change the Next button label to Done. 
      • Change the Pause button label to Save and Continue Later.

      Automation Champion Approach (I-do):

      To solve the above business use case, we will modify the Screen Flow Created for this article. 

      Before discussing the solution, 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.

      Pre-requisites:

      Please go through these articles first:

      1. Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
      2. Create and Edit Aura Components (Source Trailhead)

      Guided Practice (We-do):

      There are 2 steps to solve Brenda’s business requirement using Screen Flow. We must:
      Read the rest of this entry!

      Posted in Salesforce Flow, Screen Flow | 0 Comments | Tagged Change Flow button name, Change Lightning Flow button, Code to customize flow button, Customize Flow Label, Customize Lightning Flow Label, Customize Salesforce Flow Label, Flow Example, How to customize flow button label, Lightning Flow example, Rename Flow Button Label, Rename Flow Finish Button, Rename Flow Next Button, Rename Flow Pause Button, Rename Flow Previous Button, Rename Lightning Flow Button Label, Rename Salesforce Flow Button Label, Salesforce Flow Example
    • Getting Started with Salesforce Flow – Part 56 (Merge Chatter Topics with the Help of Salesforce Flow)

      Posted at 9:01 AM by Rakesh Gupta, on February 2, 2021

      Big Idea or Enduring Question:

      How can users be allowed to Merge Chatter Topics?

      Topics for Objects allow us to organize the records using Chatter’s topic. Topics help to organize records in a better way and make the search easier for you. For example, if you post that you’re working on a presentation for Dreamforce20, you might want to add the hashtag topic #Dreamforce20 or #DF20 in your updates.

      Salesforce allowed you to delete the topic from the user interface – but not merge two different Chatter Topics. This article goes a step ahead and explains how to merge two chatter topics without using a single line of code. 

      I have written a few articles on automating Topic association and email notification in the past. Why not check them out while you are at it?! 

      1. Getting Started with Process Builder – Part 39 (Auto-assign a topic to a record)
      2. Getting Started with Process Builder – Part 41 (Email notification on TopicAssignment)

      Objectives:

      After reading this article, you will be able to:

      • Use Flow to merge two topics with preserving the associated links of records, posts, and files 
      • Learn how to work with the picklist component (Screen Flow)
      • Learn how to use a Decision element to find whether a Record variable or a Record collection variable contains a record
      • Find out how to use the Loop element to extract records from a record collection variable.
      • And, last but not least, discover how to use the Create Records element to create multiple records at once (Bulk Safe)

      Business Use case

      Rachel Gillett is working as a System administrator at Universal Containers (UC). Users at UC are using the Chatter hashtag to organize their posts, records, and files. She has received management requirements to allow their users to merge two topics from the Salesforce user interface (for example, #DF21 and Dreamforce21).

      Automation Champion Approach (I-do):

      While this can be solved using various automation tools like Apex, etc, we will use Screen Flow.

      Before proceeding ahead, you have to understand the TopicAssignment object. It represents the assignment of a topic to a specific feed item, record, or file.

      Field Name Details
      EntityId Identifier of the feed item or record.
      TopicId Identifier of the topic.

      Before discussing the solution, 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 Rachel’s business requirement using Screen Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow, Screen Flow | 3 Comments | Tagged Advance flow, Chatter Topic, Chatter topics, Custom link, Decision element, Deleet Chatter topic, delete topics, flow, Flow Designer, Flow exmple, FlowRockstar, Home page component, Lightning Flow, Lightning Flow example, Loop Logic, Mereg Topic Application, Mereg Topic Applications, Merege Chatter topics, Merge Chatter Topic, Merge Chatter topic using click, Merge Chatter Topics, Merge Chatter topics using click, Merge multiple chatter topics, Merge Topic, Merge Topic in Salesforce, Merge topics, Merge Topics in Salesforce, Merge two Chatter Topic, Merge Two Chatter Topics, Merge two topic, Merge two topics, New Flow, New Flow Trigger, Record Create, Record Delete, Record Lookup, Reply, Salesforce Flow, Screen Element, Sobject Collection, Topic, TopicAssignment Object, Topics, Trigger Flow, Trigger ready flow
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
      • Streamline Data Collection with Salesforce-Connected Forms
      • Getting Started with Salesforce Flow – Part 56 (Merge Chatter Topics with the Help of Salesforce Flow)
      • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
      • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
    • Salesforce ID Converter Build on Lightning Flow

      Converting 15 digit ID to 18 digit Salesforce ID
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  • Top Posts

    • Learning Flow
    • Getting Started with Salesforce Flow – Part 42 (Running a Flow in System Mode)
    • Salesforce Spring’21 Release Quick Summary
    • Learning Process Builder
    • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
    • Add Record to Multiple Chatter Groups - Parsing Multi-Select Picklist fields (Flow)
    • Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)
    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
    • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
    • Getting Started with Salesforce Flow – Part 31 (Auto Submit Record into Approval Process with Flow)
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