Automation Champion

Automating Salesforce One Click at a Time
Automation Champion
  • Home
  • About Me
    • Testimonials
    • Resources
  • Process Builder
  • Salesforce Flow
  • Pardot
  • Apex
  • Training Details
    • Salesforce Administrator
    • Salesforce Advanced Administrator
    • Platform App Builder
    • Lightning Flow
    • Pardot
    • Sales Cloud
    • Service Cloud
    • Community Cloud
    • Hands-on Excercises
  • My Books
  • Contact Me
    • Improve Your Data Collection Strategy with Web Forms

      Posted at 2:52 PM by Rakesh Gupta, on March 26, 2021

      Does your organization have a solid data collection strategy in place? If not, the lack of one can be felt at almost every organizational level. Healthy data collection processes can impact multiple areas of business, including:

      • Internal team communication
      • Administrative and business processes
      • Data visibility and transparency
      • Payment processing
      • Customer support
      • Sales and marketing initiatives

      With these critical areas in mind, how can you be proactive now, in order to quickly improve your organization’s data collection strategy? It starts by working smarter, not harder. Using an online form builder and data collection platform like FormAssembly makes the lift even easier.

      Make a Plan for Each Collection Stage

      As you collect data from respondents, prospects, or customers, it’s important to have a plan in place for each stage of the process. Web forms play an important role here, since they often serve as the gateway for how this information flows back to you or your business. 

      Before you collect data, what do you need to discuss with your team? Are there any security and privacy concerns that you should plan for? How will you prep your web forms so that they are both simple for your internal users and user-friendly for respondents?

      During the data collection process, it’s vital that you have an idea of where the data is going. With the ability to connect to a CRM, incoming data syncs in real time. For FormAssembly users, connecting to Salesforce is a simple setup that provides invaluable real-time results. This middle step of the data collection process allows you to take action immediately and to avoid any gaps that can result from manual data entry.

      After you have the data, how will you put it to use? Consider important activities like analysis, storage, and application. With legal considerations like GDPR at play, you should be mindful of where your data lives, who can access it, and how long it will be stored.

      Strategizing with Web Forms 

      As you’ve learned, web forms can be integral at both the beginning, middle, and end of any strong data collection process. With a data collection platform like FormAssembly, the entire journey becomes streamlined for you and your end users.

      The best part of FormAssembly is that it’s simple to build, customize, and deploy your online forms according to your needs. Premade form templates and a drag-and-drop interface make it easy to get started–no coding required.

      Are you in need of a way to plan for each step of the data collection process? Check out some of FormAssembly’s helpful resources and upcoming webinars listed below!

      Resources for better data collection

      FormAssembly’s extensive resource library, webinars, and classes are great ways to expand your data collection knowledge and get more out of Salesforce. Here are some of FormAssembly’s upcoming webinars in Spring 2021:

      Mobilizing Healthcare Resources with Better Data and Forms

      Wednesday, April 21st at 1:00 p.m. EDT

      Healthcare organizations collect large amounts of personal health information (PHI) day after day in order to deliver quality care to patients. From patient intake forms to health history forms and beyond, it’s important for this data to be collected efficiently and securely. With FormAssembly’s HIPAA compliant web form builder and data collection platform, healthcare organizations are able to save time and money while improving the overall patient 
      Read the rest of this entry!

      Posted in App Review | 0 Comments | Tagged Custom Web-to-lead, FormAsse, FormAssembly, FormAssembly Webinar, FormTitan, integrate FormAsembly with Salesforce, Integrate Web-to-lead with Salesforce
    • 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 March 15, 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 | 1 Comment | 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
    ← Older posts
    Newer posts →
    • Search

    • Upcoming Trainings

      Salesforce Administrator Certification
      Salesforce Advanced Administrator Certification
      Salesforce Platform App Builder Certification
      Lightning Flow & Process Builder
      Advanced Lightning Flow
      Pardot Specialist & Consultant Certification
      Sales Cloud Consultant Certification
      Service Cloud Consultant Certification
      Community Cloud Consultant Certification
    • Sponsor #1

    • Sponsor #2

    • Sponsor #3

    • Sponsor #4

    • Order Now!

    • Buy My Book

    • Buy My Book

    • Recent Posts

      • Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)
      • New Research: Salesforce Delivery Teams Excel in Speed but at the Expense of Quality
      • Improve Your Data Collection Strategy with Web Forms
      • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
      • Advancing Business Operations with Salesforce and QuickBooks
    • Salesforce ID Converter Build on Lightning Flow

      Converting 15 digit ID to 18 digit Salesforce ID
    • Blog Archives

    • Categories

  • Information

    • About Me
    • Affiliate Disclaimer
    • Contact Me
    • Privacy Policy
  • Top Posts

    • Learning Flow
    • Learning Process Builder
    • Getting Started with Salesforce Flow – Part 43 (Dynamic Approval Routing in Salesforce)
    • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
    • Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)
    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
    • Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)
    • Salesforce Spring’21 Release Quick Summary
    • Getting Started with Salesforce Flow – Part 1 (Understand, Create & Use Variables in Flow!)
    • Getting Started with Salesforce Flow – Part 31 (Auto Submit Record into Approval Process with Flow)
  • Social Media

    • View Automationchampion’s profile on Facebook
    • View Automationchamp’s profile on Twitter
    • View Rakeshistom’s profile on GitHub