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
  • Tag: adm 201 salesforce

    • 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 37 (Auto Remove Followers From Closed Opportunity)

      Posted at 2:33 AM by Rakesh Gupta, on December 6, 2020

      To understand how to solve a similar business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 29 (Auto Remove Followers From Questions With Best Replies).

      Big Idea or Enduring Question:

      How do you automatically remove followers from closed opportunities?

      In Salesforce a user can follow Chatter groups or Records. The chatter group manager can add or remove users to the group, for this Salesforce provides out-of-the-box functionality. To manage Follower on the record Salesforce does not have any inbuilt functionality, for example, a rule to auto Add or remove users to records.

      On Chatter, a user can follow a maximum of 500 Peoples, topics, and records. To effectively manage Chatter, an organization has to use some automation to auto-unfollow records. If you want to increase this limit log a support case with Salesforce support. 

      Objectives:

      After reading this article, the reader will be able to:

      • Use After-save Record-Triggered Flow to remove the followers from closed opportunities 
      • Use After-save Record-Triggered Flow Delete element to delete the record(s)
      • Use a Decision element to find – record variable or record collection variable contains a record or not

      Business Use case

      Steven Greene is working as a System Administrator at Universal Containers (UC). He has received a new requirement to auto-remove the followers from closed opportunities. 

      Automation Champion Approach (I-do):

      While this can be solved using various automation tools like Apex or Flow, we will use After-save Record-Triggered Flow. 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 EntitySubscription objects in Salesforce. It represents a subscription for a user following a record or another user.

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

      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 After-save Record-Triggered Flow. We must: Read the rest of this entry!

      Posted in Chatter, Sales cloud, Salesforce Flow | 9 Comments | Tagged 500 people user can follow on Chatter, ADM 201, adm 201 certification, adm 201 salesforce, admin release exam, Advance flow, and every time it’s edited, Assignement, auto delete record followers, auto deleteChatter record followers, auto unfollow Chatter record follower, auto unfollow record follower, auto unfollow record followers, Chatter, Cloud Flow Designer Workbook, Decision, EntitySubscription, Evaluate the rule when a record is, fast delete, Fast lookup, flow, Flow builder, Flow examples, Flow exmple, flow trigger, Flow Trigger Example, Flow Trigger Pilot, Flows, Followers, headless flow, New Flow, Opportunity, Record Lookup, salesforce, salesforce certified developer exam, Salesforce Flow, Sobject Collection, Sobject variable, SubscriberId, the Opportunity, Unfollow Chatter follower, Unfollow Chatter Record follower
    ← Older 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 11 (Count Number of records in a Record Collection Variable)
    • Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)
    • 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