Category: Sales cloud

• 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

• Getting Started with Process Builder – Part 12 (Implement Gamification to Your Salesforce)

  Posted at 1:38 AM by Rakesh Gupta, on December 21, 2020

  

  Big Idea or Enduring Question:

  How can I use gamification in Salesforce to drive sales?  What are the ways to automate the gamification?

  Objectives:

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

  • Create a flow that will automatically post a badge
  • Trigger a Flow via Process Builder
  • Automatically post to Chatter

  Business Use case

  Martin Jones is working as a System administrator at Universal Containers (UC). His organization wants to implement gamification to help boost the sales pipeline. He received a requirement from his manager if an Opportunity is closed within 7 days of its creation do the following:

  • Give a Deal Maker badge to the Opportunity Owner from SVP of Sales & Marketing  (i.e. Tushar Gupta)
  • Post this info on the Opportunity Owner’s Chatter profile (see screenshot)

  

  Automation Champion Approach (I-do):

  Gamification is the use of game mechanics (challenges, competition, scoring points, etc.) in other areas of activity. In business, it is a way to harness the competitive spirit of sales reps, the creative drive of marketers, and the desire for recognition and the reward of everyone in between. It helps your organization boost Salesforce adoption by applying proven game mechanics to reward sales representatives to drive real business results.

  The three major pillars of gamification are Challenge, Competition, and Recognition. We can implement gamification in Salesforce using clicks not code.  There are multiple solutions possible for the above business scenario. We will use Flow and Process Builder to solve the above business requirement. Before proceeding you have to understand the below-mentioned objects in Salesforce.

  1. WorkBadge: – This object contains information about who the badge was given to and which badge was given.
  2. WorkThanks: – This object represents the source and message of a thanks post.

  We will use Flow to create WorkThanks, WorkBadge, and Chatter Post records. To launch the Flow whenever Opportunity gets Closed Won, we will use Process Builder. This article will help you to understand how to implement gamification in Salesforce by using Work.com. 

  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 5 steps to solve Martin’s business requirement using Flow and Process Builder. We must: 

  1. Steps to setup work.com
  2. Creating a custom label to store SVP of Sales & Marketing user-id
  3. Creating a custom label to store badge Id
  4. Lightning Flow Steps:
     1. Define flow properties for auto-launched flow
     2. Add a record variable to store an opportunity record data
     3. Add a text variable to store message string 
     4. Create a formula to calculate elapsed days 
     5. Use a Decision element to check elapsed days
     6. Add a create records element  – create a thanks (WorkThanks) record
     7. Add a create records element  – create a badge received (Work Badge) record
     8. Add a create records element  – post thanks badge to chatter 
  5. Process Builder Steps:
     1. Define process properties
     2. Define evaluation criteria
     3. Define process criteria
     4. Add action – flows 

  Step 1: Setup Work.com

  Follow the steps provided by Salesforce to set up work.com (some of this will need to be done in Classic).

  1. 1. Assign a Work.com Administrator
     2. Enable Work.com Features
     3. Assign Work.com Permission Sets

  Step 2: Creating a Custom Label to Store SVP of Sales & Marketing User’s Id

  To store the ID for the SVP of Sales & Marketing, we need to get the User ID **Alternatively, you could create a variable for the ID of the specific user, but it is best practice not to hard-code User IDs**

  1. Click Setup.
  2. In the Quick Find box, type Custom Labels.
  3. Click on the New Custom Label button.
  4. Enter Short Description the Name will auto-populate. 
  5. Now enter the SVP Tushar User Id in the Value.
     1. In the Developer Console Query Editor, run the following SOQL query to get the SVP of Sales & Marketing user Id
        1. select id from user where userrole.Name=’SVP, Sales & Marketing’
  6. Click Save.

  

  Step 3: Creating a Custom Label to Store Badge Id

  Now we will create a Variable to store BadgeId, in this case, Badge Deal Maker.

  1. Click Setup.
  2. In the User Interface, type Custom Labels.
  3. Click on the New Custom Label button.
  4. Enter Short Description the Name will auto-populate. 
  5. Now enter the Deal Maker Badge Id in the Value.
     1. In the Developer Console Query Editor, run the following SOQL query to get the deal maker badge Id
        1. select id from WorkBadgeDefinition where Name =’Deal Maker’
  6. Click Save.

  

  Step 4.1: Lightning Flow – Define Flow Properties 

  1. Click Setup.
  2. In the Quick Find box, type Flows.
  3. Select Flows then click on the New Flow.
  4. Select the Autolaunched Flow (No Trigger) option and click on Next and configure the flow as follows: 
     1. How do you want to start building: Freeform
  5. Click Done.

  Step 4.2: Lightning Flow – Add Record Variable to Store Opportunity record data

  1. Under Toolbox, select Manager, then click New Resource to store Opportunity record.
  2. Input the following information: 
     1. Resource Type: Variable
     2. API Name: varROpportunity
     3. Data Type: Record
     4. Object: Opportunity
     5. Check Available for Input
     6. Check Available for Output
  3. Click Done.

  

  Step 4.3: Lightning Flow – Add a Text Variable to Construct Message String

  1. Under Toolbox, select Manager, then click New Resource to create a message for the email template. 
  2. Input the following information: 
     1. Resource Type: Variable
     2. API Name: varTMessage
     3. Data Type: Text
     4. Default Value: Congratulations! You Just earned Deal Maker badge for closing the Opportunity “{!VarT_OpportunityName}” within {!Day_Elapsed} days of it’s creation.
     5. Check Available for Input
     6. Check Available for Output
  3. Click Done.

  

  Step 4.4: Lightning Flow – Create a Formula to Calculate Elapsed time

  1. Under Toolbox, select Manager, then click New Resource to calculate elapsed time. 
  2. Input the following information: 
     1. Resource Type: Formula
     2. API Name: forNElapsedTime
     3. Data Type: Number
     4. Decimal Places: 2
     5. Formula: {!varROpportunity.LastModifiedDate} – {!varROpportunity.CreatedDate}
  3. Click Done.

               

  Step 4.5: Lightning Flow – Using Decision Element to check Elapsed Days

  1. Drag-and-drop Decision element onto the Flow designer. 
  2. Enter Label the API Name will auto-populate.
  3. On the First Outcome enter the Label the API Name will auto-populate.
  4. When to Execute Outcome: All Conditions Are Met
     1. Row 1:
        1. Resource: {!forNElapsedTime}
        2. Operator: Less Than or Equal
        3. Value: 7
  5. Click Done.

  

  Step 4.6: Lightning Flow – Create Records – Create a Thanks (WorkThanks) Record

  If the time taken to successfully close a deal is less than 7, the next step is to create a WorkThanks record. 

  1. Under Toolbox, select Elements. Drag and drop Create Records onto the canvas. 
  2. Input the following information:
     1. Enter Label the API Name will auto-populate.
     2. How Many Records to Create: One
     3. How to Set the Record Fields: Use separate resources, and literal values
     4. Object: WorkThanks
     5. Set Field Values for the Thanks
     6. Row 1:
        1. Field: GiverId
        2. Value: {!$Label.SVP_Tushar_User_Id}
     7. Click Add Row
     8. Row 2:
        1. Field: Message
        2. Value: {!varTMessage}
  3. Click Done.

  

  Step 4.7: Lightning Flow – Create Records – Create a Badge Received (Work Badge) Record

  The next step is to create a Work Badge record.

  1. Under Toolbox, select Elements. Drag and drop Create Records onto the canvas. 
  2. Input the following information:
     1. Enter Label the API Name will auto-populate.
     2. How Many Records to Create: One
     3. How to Set the Record Fields: Use separate resources, and literal values
     4. Object: Badge Received
     5. Set Field Values for the Badge Received
     6. Row 1:
        1. Field: DefinitionId
        2. Value: {!$Label.Deal_Maker_Badge_Id}
     7. Click Add Row
     8. Row 2:
        1. Field: RecipientId
        2. Value: {!varROpportunity.OwnerId}
     9. Click Add Row
     10. Row 3:
         1. Field: SourceId
         2. Value: {!Create_WorkThanks_Record}
  3. Click Done.

  

  Step 4.8: Lightning Flow – Create Records – Post Thanks Badge to Chatter 

  The final item to create is the Chatter post.

  1. Under Toolbox, select Elements. Drag and drop Create Records onto the canvas. 
  2. Input the following information:
     1. Enter Label the API Name will auto-populate.
     2. How Many Records to Create: One
     3. How to Set the Record Fields: Use separate resources, and literal values
     4. Object: Feed Item
     5. Set Field Values for the Feed Item
     6. Row 1:
        1. Field: Body
        2. Value: {!varTMessage}
     7. Click Add Row
     8. Row 2:
        1. Field: CreatedById
        2. Value: {!$Label.SVP_Tushar_User_Id}
     9. Click Add Row
     10. Row 3:
         1. Field: ParentId
         2. Value: {!varROpportunity.Id}
     11. Click Add Row
     12. Row 4:
         1. Field: RelatedRecordId
         2. Value: {!Create_WorkThanks_Record}
     13. Click Add Row
     14. Row 5:
         1. Field: Type
         2. Value: RypplePost
  3. Click Done.

  

  In the end, Martin’s Flow will look like the following screenshot:

  

  Once everything looks good, perform the steps below: 

  1. Click Save.
  2. Enter Flow Label the API Name will auto-populate.
  3. Click Show Advanced.
  4. API Version for Running the Flow: 50
  5. Interview Label: Implement Gamification to Your Salesforce {!$Flow.CurrentDateTime}
  6. Click Save. 

  

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

  Our next task is to create a Process on the Opportunity object to launch a Flow, only when an Opportunity is closed won.

  Step 5.1: Define Process Properties

  1. Click Setup.
  2. In the Quick Find box, type Process Builder.
  3. Select Process Builder, then click New.
  4. Name the Process and click the Tab button. The API Name will populate. 
  5. As a best practice, always input a description. 
  6. The process starts when A record changes.
  7. Click Save.

  

  Step 5.2: Define Evaluation Criteria

  1. Click on the Add Object node to begin selecting the evaluation criteria.
  2. Select the Opportunity object from the dropdown list.
  3. Start the process when a record is created or edited.
  4. Click Save.

  

  Step 4.3: Define Process Criteria

  1. Click the Add Criteria node to begin defining the process criteria.
  2. Name the criteria.
  3. The criteria should execute actions when the conditions are met.
  4. Set Conditions
     1. Row 1
        1. Field: Opportunity | StageName
        2. Operator:  Equals
        3. Type: Picklist
        4. Value: Closed Won
  5. Select All of the conditions are met (AND). 
  6. Click Advanced. 
  7. Select Yes to execute the actions only when specified changes are made to the record.
  8. Click Save.

  

  The reason why we would select the Yes checkbox for the question — Do you want to execute the actions only when specified changes are made to the record? — is to allow the Process Builder to execute the actions only if the record meets the criteria now, but the values that the record had immediately before it was saved didn’t meet the criteria. This means that these actions won’t be executed when irrelevant changes are made.

  Step 4.4: Add Action – Flows

  1. Below Immediate Actions, click Add Action.
  2. For Action Type, select Flows. 
  3. Name the action.
  4. Select the flow we just created – Implement Gamification to Your Salesforce.
  5. Set Flow Variables: 
     1. Row 1:
        1. Flow Variable: varROpportunity
        2. Type: Field Reference
        3. Value: Select the Opportunity record that started your process
  6. Click Save.

  

  In the end, Martin’s Process will look like the following screenshot:

  

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

  Proof of Concept

  Now onwards if a business user updates the Opportunity Stage to Closed Won, then Process Builder will automatically fire and give a badge to the opportunity owner if he closes the opportunity in less than or equals to 7 days. 

  1. Opportunity Burlington Textiles Weaving Plant Generator  Third Phase is in Stage Qualification and created on 3/17/2015, 12:54 am, as shown in the following screenshot:
  2. Now update the Opportunity status to Closed-Won and check your Chatter profile ( Currently I am logged In as Brandon Schaefer).

  

  Independent Practice (You-do):

  Create an automation that posts the Key Win badge to a user’s Feed when she closes an opportunity over $25,000.  The badge should come from a Sales Executive.

  Formative Assessment:

  Identify a custom object in your org that should be shared based on the settings in a related object and create an autolaunched flow that will share the records without actual manual sharing
  
  Post a picture of the sharing on Twitter @automationchamp, #AutomatedSharingwithFlow

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

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  Posted in Chatter, Process Builder, Sales cloud, Salesforce Flow | 19 Comments | Tagged Add Criteria Proces builder, Advanced flow, and any time it’s edited to subsequently meet criteria in Proces builder, call a flow thorugh PB, Clone a record using PB, Do you want to execute the actions only when specified changes are made to the record, Enable Process Builder, Flow and PB examples, Flow and Prcoess Builder examples, flow:interview, Formula in flow, Gamification in Salesforce, Getting started with Process Builder, How to activate Process builder, how to use Process builder, Implement Gamification to Your Salesforce, Implement gamification using PB, Implement gamification using Process Builder, InterviwLabel, Launch flow from PB, Lightning App, Lightning Process builder, PB, Prcoess builder and Chatter use case, Process Builder and Gamification, Process Builder examples, Process Builder Salesforce, Process Builder update a record action, Process builder use case, RypplePost, Spring15 process builder, Spring15 Process builder enhancement, Update Records, Visual workflow, What is Process Builder, Whenever a record is created, Work.com, Work.com and ProcessBuilder, Work.com examples with PB, Work.com examples with Process builder, WorkBadge, WorkThanks

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