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  • Category: Schedule-Triggered Flow

    • Getting Started with Salesforce Flow – Part 50 (Welcome New Users by Default – Auto Follow them in Chatter!)

      Posted at 9:00 AM by Rakesh Gupta, on January 7, 2021

      Big Idea or Enduring Question:

      A warm welcome goes a long way in solidifying a company’s culture! If so then, why not provide existing users an ability to auto-follow new users in chatter?

      Chatter is a great way to boost collaboration in your organization. You can Post Status, Links, Files, and Comments on others’ posts, etc. The benefits of following the new users in Chatter are the following:

      1. Keep up with what new users are doing; your guidance will expedite, and streamline their on-boarding journey!
      2. Following new users will enable you to track their chatter activities; use this ‘crystal ball’ to help them to improve their productivity!

      In the past, I have written a few articles related to User, Chatter, and automation. Why not check them out while you are at it?! 

        1. Getting Started with Salesforce Flow – Part 26 (Automatically Add a Record to Chatter Group)
        2. Getting Started with Salesforce Flow – Part 37 (Auto Remove Followers From Closed Opportunity)
        3. Getting Started with Salesforce Flow – Part 36 (Automatically Add New Users to a Chatter Group)
        4. Getting Started with Salesforce Flow – Part 30 (Reminder Email to Upload Chatter Profile Photo)

      On the Trailblazer community, several people have been wondering how to allow their users to auto-follow new users. Salesforce doesn’t have any out-of-the-box feature for this; so, I decided to take a crack at it. This article shows how to develop an app that allows your users to auto-follow news users without code.

      Objectives:

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

      • What is a MIXED DML error and how to avoid it?
      • Add a Time-dependent action in After-save Record-Triggered Flow
      • Get the list of user who has opted to follow new users in Chatter  
      • Use a Loop element to work with multiple records 
      • Use After-save Record-Triggered Flow to create a record (Bulk Safe)
      • Monitor Time-based flow queue

      Business Use Case

      Warren Mason, Gurukul on Cloud‘s (GoC) awesome System Administrator, received the following requirement – allow users to auto-follow new users in Chatter. And, make this an optional feature. 

      Automation Champion Approach (I-do):

      While this can be solved using various automation tools like Apex, etc, but we’ll use After-save Record-Triggered Flow to solve it. Check out this article to understand why we are using after-save record-triggered flow for this scenario. 

      Before proceeding ahead, you have to understand the EntitySubscription object. The object represents a user‘s subscription – whether the user follows a record or other users.

      Field Name Details
      SubscriberId The Id of the User who is following the record or user.
      ParentId The Id of the record or user which the user is following.

      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 Warren’s business requirement using After-save Record-Triggered Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow, Schedule-Triggered Flow, User Management | 16 Comments | Tagged Advance flow, After save flow, Auto, Auto Follow and Auto Unfollow records based on Criteria, Auto follow Chatter user, Auto follow Chatter users, Auto follow new user, Auto follow new user in Salesforce, Auto follow new users, Auto follow new users in Salesforce, Auto follow user, Bulkify flow, Chatter, Cloud Flow, Collection variable, EntitySubscription, EntitySubscription object, Fast lookup, flow, flow builder in salesforce, flow builders, Flow bulkification, Flow Designer, Flow exmple, Flow triggers, Flow Triggers For Workflow, Flow varibale, FlowRockstar, Follow new user in Salesforce, Follow new users in Salesforce, Follow user in Chatter, Lightning Flow, Lightning Flow example, lightning flows in salesforce, Loop Logic, New Flow, sales force automation software, salesforce automation, salesforce automation tools, Salesforce Flow, Salesforce Flow Example, salesforce flows, salesforce lightning flow, salesforce lightning flow examples
    • Getting Started with Salesforce Flow – Part 49 (Don’t Let Pending Approval Requests Linger – Reassign!)

      Posted at 12:02 AM by Rakesh Gupta, on January 1, 2021

      Big Idea or Enduring Question:

      Is your Org cluttered with pending approval requests? Why not reassign the requests to a User (Chief Financial officer) or Queue? Ah, a clean org does feel good, doesn’t it?! Awesome!

      An approval process is an automated process an organization can use to approve records in Salesforce. One can create, either a one-step or a multi-step, approval process in Salesforce based on business needs. 

      In the past, I have written a few articles related to the Approval Process and automation. Why not check them out while you are at it?! 

      1. Getting Started with Salesforce Flow – Part 43 (Dynamic Approval Routing in Salesforce)
      2. Getting Started with Salesforce Flow – Part 31 (Auto Submit Record into Approval Process with Flow)
      3. Getting Started with Process Builder – Part 98 (What say? Send an Opportunity Approval Request to a Queue? Really?)
      4. Getting Started with Process Builder – Part 25 (Auto Submit Record into Approval Process)

      Let us take a simple use case – Auto-Reassign Pending Request to Record Owner’s Manager. 

      Wait a minute, you yell! I know Salesforce enough to know that an approval request cannot be auto-reassigned to anyone unless there is automation. I know you know! So, in this article, let us learn how to create an automation process to auto-reassign the approval process! 

      Objectives:

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

      • Use Schedule-Triggered Flow to check for pending approval requests 
      • Use Schedule-Triggered Flow to automatically re-assign pending approval requests to a user 

      Business Use case

      Warren Mason, Gurukul on Cloud (GoC) awesome System Administrator, received the following requirement – develop an automated process (Which runs every morning at 08:00 am) that will automatically assign pending approval to the company’s Chief Financial officer (Nathan Gilmore) after 6 days of its initial submission if, by then, the approval is still pending. 

      Automation Champion Approach (I-do):

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

      Before proceeding ahead, you have to understand the ProcessInstanceWorkItem object. It represents a user’s pending approval request.

      Field Name Details
      ActorId The Id of the user who is currently responsible for approving an approval request.
      OriginalActorId The Id of the user who was originally assigned this approval request.
      SystemModstamp It is the date and time when a record was last modified by a User or by an automated process (such as a trigger.)

      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 7 steps to solve Warren’s business requirement using Schedule-Triggered Flow. We must: Read the rest of this entry!

      Posted in Sales cloud, Salesforce Flow, Schedule-Triggered Flow | 0 Comments | Tagged Approval Process and Flow automation, Auto assign approver Salesforce, Batch apex in flow, Batch job in flow, Bulk create record in Flow, decision in Flow, Dynamic assign approver Salesforce, Flow and Approval process', flow builder in salesforce, flow builders, Get Record in Flow', Lightning Flow, lightning flows in salesforce, Pending Approval Requests in Salesforce1, ProcessInstanceWorkItem, Reassign Pending Approval, Reassign Pending Approval using Apex, Reassign Pending Approval using Flow, sales force automation software, salesforce automation, salesforce automation tools, Salesforce Flow, Salesforce Flow Eample, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, Scheduled-Triggered Flow
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