Automation Champion

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Automation Champion
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  • 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 Salesforce Flow – Part 40 (Email-to-Lead with the Help of Salesforce Flow)

      Posted at 2:51 PM by Rakesh Gupta, on December 17, 2020

      Big Idea or Enduring Question:

      How to utilize the Flow and set up email-to-lead in salesforce? 

      Salesforce Flow is a powerful feature provided by Salesforce to minimize the code in your organization. By using it you can create, update, delete records everything just drags and drop. With the recent enhancements (Record-triggered Flow, Schedule-triggered Flow) Salesforce giving more power to admins to create automation with NO code.

      Salesforce provides web-to-email features that allow organizations to capture leads from their website. At the same, Salesforce doesn’t offer the email-to-lead feature. There are a few apps available on AppExchange for this purpose. In this article, we will create an automation that allows users to create a lead by sending an email to a specific email address.

       Objectives:

      After reading this blog post, you will be able to understand:

      • When should you use Before-save vs after-save record-triggered flow?
      • How to setup Email-to-case in Salesforce 
      • Use After-save Record-Triggered Flow to create a record
      • Use After-save Record-Triggered Flow to delete a record

      Business Use case

      Corey Eridon is working as a System Administrator at Universal Containers (UC). He has received a new requirement to implement email-to-lead for the organization so that when sales reps send an email to leadstosalesforce@gurukuloncloud.com, it will automatically create a lead in Salesforce. Make sure to assign the lead to the sales rep who sent the email. 

      Automation Champion Approach (I-do):

      Salesforce now allows you to add time-dependent actions in the Flows, similar to the Process Builder. This is a major enhancement that will ultimately bring Flow to the next level. 

      There are multiple ways to solve the above business requirement. You can either use Apex trigger, Salesforce Flow, Process Builder, and more. To solve this requirement, we will use the After-save Record-Triggered Flow. Check out this article to understand why we are using after-save record-triggered flow for this scenario. 

      Before going ahead, take a moment here to understand how email-to-case captures the data from email and stores it in the case record. 

      Field Name Case Fields
      Email Subject Subject
      Email Body Description
      Email Web Email
      Name Web Name

      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 5 steps to solve Corey’s business requirement using After-save Record-Triggered Flow. We must: Read the rest of this entry!

      Posted in Sales cloud, Salesforce Flow | 8 Comments | Tagged Add Scheduled Path to Flow, Add Scheduled Paths, After-save flow After save flow, After-save Record-Triggered Flow, Case Origin, create lead from email, Email Services Address, email to lead salesforce, email to lead setup salesforce, email-to-case, email-to-case in Salesforce, email-to-case Lightning Flow Flow, email-to-case setting, email-to-case setting Salesfore, email-to-case using Flow, Email-to-lead, flow, Flow builder, flow builder in salesforce, flow builders, flow trigger, Lead, Lightning Flow, lightning flows in salesforce, New Flow, Opportunity, Record Create, Record Delete, Record Lookup, sales force automation software, salesforce, salesforce automation, salesforce automation tools, Salesforce Flow, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, Time based action to Flow
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
      • Getting Started with Salesforce Flow – Part 54 (Auto-follow a Chatter Question After Reply)
      • Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership and Permission Sets)
      • Getting Started with Pardot – Part 14 (How to Use Pardot Form Handlers)
      • Getting Started with Salesforce Flow – Part 51 (Add a Flow to a Lightning Page)
    • Salesforce ID Converter Build on Lightning Flow

      Converting 15 digit ID to 18 digit Salesforce ID
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    • Salesforce Spring’21 Release Quick Summary
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    • Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership and Permission Sets)
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    • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
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    • Getting Started with Salesforce Flow – Part 31 (Auto Submit Record into Approval Process with Flow)
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    • Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)
    • Getting Started with Salesforce Flow – Part 33 (Prior Value of a Record in Record-Triggered Flows)
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