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  • Tag: adm 201 certification

    • Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)

      Posted at 9:01 AM by Rakesh Gupta, on April 13, 2021

      Big Idea or Enduring Question:

      How do you provide a way to clone Chatter group with members to your users? 

      Chatter Group is primarily geared towards boosting collaboration among users within an organization. Similar to a public group, a Chatter group comprises a set of users. Indeed, one can add unlimited users to a Chatter Group.

      Some time you or users want to quickly create a Chatter group by cloning an existing Chatter Group. There are a few apps available on AppExchange for this purpose, but nothing comes out of the box. This article will create a screen flow that allows users to quickly create a Chatter group by cloning an existing Chatter group.

      I have written a few articles on automating Chatter Group 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 34 (Post Opportunity Details to a Chatter Group)
      3. Getting Started with Salesforce Flow – Part 46 (Is Your Chatter Group Data Clean? No? Use Flow to Do So!)
      4. Getting Started with Process Builder – Part 18 (Auto Creates a Private Chatter Group )
      5. Getting Started with Process Builder – Part 24 (Automatically Add User to Chatter Group)
      6. Getting Started with Process Builder – Part 82 (Recipes for Automating Chatter Group Management)
      7. Getting Started with Process Builder – Part 92 (Streamline the Process of Auto-Adding Chatter Group Members to Public Group!)

      Objectives:

      This blog post will help us to understand the following

      • Use a Screen a flow to take the user input to create a Chatter Group 
      • 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 (add user to new chatter group) at once (Bulk Safe)

      Business Use Case

      Brenda David is working as a System administrator at Universal Containers (UC). She has received a requirement from the management to create a wizard that allows users to create a Chatter Group with members by cloning them quickly.

      Automation Champion Approach (I-do):

      While this can be solved using various tools:
      1. Lightning Web Component 
      2. Apex Code
      3. Data Loader
      4. AppExchange App

      We will use Salesforce Flow to solve it. 

      Before proceeding, ahead, understanding CollaborationGroup and CollaborationGroupMember objects in Salesforce. It represents Represents a member of a Chatter group.

      Field Name Details
      CollaborationGroupId ID of the associated CollaborationGroup
      MemberId ID of the group member
      NotificationFrequency The frequency at which Salesforce sends Chatter group email digests to this member. Can only be set by the member or users with the Modify All Data permission. The valid values are:

      • D—Daily
      • W—Weekly
      • N—Never
      • P—On every post

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

      Posted in Chatter, Salesforce Flow, Screen Flow | 8 Comments | Tagged ADM 201, adm 201 certification, adm 201 salesforce, admin release exam, Advance flow, Advanced Flow Examples, App Builder certification, Assignment, Assignment in flow, Call Flow via Action, Chatter, Chatter Group, Chatter Group Clone, Chatter Group Clone with members, Chatter Group Clone with Membership, Chatter Group Cloning, Clone Chatter Group, Clone Chatter Group Membership, Clone Chatter group with members, Cloning Chatter Groups, Cloning of Chatter Group, Cloning of Chatter groups, Cloning of Chatter groups with members, Cloud Flow Designer Workbook, Create record through flow, dynamic choice, dynamic choice picklist, flow, flow builder in salesforce, flow builders, Flow examples, Flow exmple, Lightning Flow, Lightning Flow Examples, lightning flows in salesforce, loop, Loop in flow, Making a Dynamic Choice, New Flow, Path2CTA, Picklist Choice Set, Radio Choice Set, Record Create, Record Create in flow, Record Lookup, Record lookup in flow, sales force automation software, salesforce, Salesforce Architect, salesforce automation, salesforce automation tools, salesforce chatter, Salesforce Chatter Group, Salesforce Flow Example, Salesforce Flow trainer, Salesforce Flow training, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, Salesforce Solution Architect, Screen, Screen Flow Example
    • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)

      Posted at 9:40 PM by Rakesh Gupta, on February 1, 2021

      Big Idea or Enduring Question:

      How do you validate user input for Screen Flow Components? 

      Input Validation in Salesforce Flow allows a system administrator to define custom logic and error messages to ensure data integrity. A Validation can contain a formula or expression that evaluates the data in one or more fields and returns a value of True or False. Validation also includes an error message that displays when the rule returns a value of True – indicating that inaccurate data is being entered. 

      In the past, I have written a few articles on Validation Rules and Salesforce Flow. Why not check them out while you are at it?! 

      1. Getting Started with Salesforce Flow – Part 21 (Validation Rule using a before-save Flow? Yes!)

      Objectives:

      After reading this article, you will be able to:

      • Add validation to check what a user enters in a flow screen component and display an error message to guide the user
      • Display colorful error message 
      • and much more 

      Business Use Case

      Steven Greene, a Lead System Administrator at Universal Containers (UC), received a requirement to create a Screen Flow with the following fields:

      1. City – Only alphabet characters (A-Z or a-z) are allowed 
      2. Phone – Minimum 10 and Maximum 15

      Automation Champion Approach (I-do):

      To solve the above business use case, will use Screen Flow.

      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 4 steps to solve Steven’s business requirement using Screen Flow. We must: Read the rest of this entry!

      Posted in Salesforce Flow, Screen Flow | 5 Comments | Tagged ADM 201, adm 201 certification, branding flow, buttonLocation, Default Value of variable in flow, Error Message, flow, Flow exmple, Flows, FlowText, Formula in flow, Formula in visual workflow, formula statement, image tag in flow, INCLUDE, INCLUDES, Input Validation, PARENTGROUPVAL, PREVGROUPVAL, PRIORVALUE, REGEX, Regex to validate alphabet characters, REQUIRE SCRIPT, Rich text editor in flow, salesforce Admin exam, salesforce advanced developer certification, salesforce certified administrator, salesforce certified developer exam, Set field length, Validate, Validate alphabet characters, Validate Email in Flow, Validate Phone in Flow, Validate Phone in Screen, Validate Phone in Screen Flow, Validation in Salesforce Flow, Validation rule in flow, Validation rule in Lightning Flow, Validation rule in Screen Flow
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    • 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!)
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    • Salesforce ID Converter Build on Lightning Flow

      Converting 15 digit ID to 18 digit Salesforce ID
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    • Learning Flow
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    • 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)
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