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  • Tag: ADM 201

    • 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
    • Getting Started with Salesforce Flow – Part 48 (Add a Topic to Multiple Records)

      Posted at 6:00 PM by Rakesh Gupta, on December 24, 2020

      Big Idea or Enduring Question:

      • How can you allow your users to add a topic to multiple records?
      • How do you pass record IDs from a list view to Salesforce Flow? 

      Topics for Objects, allow us to organize the records by using topics same as Chatter. Topics help to organize records in a better way and make the search easier for you. For example, if you post that you’re working on a presentation for Dreamforce20, you might want to add the hashtag topic #Dreamforce20 or #DF20 in your updates.

      Anyone can click on these topics to find out more information about Dreamforce20 and see what people and groups are talking about Dreamforce20. You can also find all records tagged with the topic Dreamforce20. 

      In the past written a few articles related to Topics and automation. You may want to check them out.  

      1. Getting Started with Process Builder – Part 39 (Auto-assign a topic to a record)
      2. Getting Started with Process Builder – Part 41 (Email notification on TopicAssignment)

      I have never found an out-of-the-box solution to Add a Topic to multiple records. In this article, we will create automation for similar functionality without using code.

      Objectives:

      This blog post will help us to understand the following

      • Launch a Flow from the list view and pass the selected record ids to Flow
      • Use a Screen a flow to take the user input 
      • Use a Decision element to find – record variable contains a record or not
      • Use Flow to Create Records (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 an automation that allows users to add a topic to selected records (Opportunities) in the list view. 

      Automation Champion Approach (I-do):

      There are a few possible solutions for the above business scenario. We will use Salesforce Flow, Custom Button, and ListView to solve the requirement. 

      Let’s take a pause here, familiar yourself with the TopicAssignment and Topic Objects in Salesforce. 

      Object Name Details
      TopicAssignment It represents the assignment of a topic to a particular feed item or record.
      Topic It Represents a topic on a Chatter post or record.

      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 | 0 Comments | Tagged access listview records, access listview records in Flow, Add same topic to multiple records, Add same topic to several records, Add Topic to multiple records, Add topic to record, Add Topics to multiple records, Add Topics to records in bunch, ADM 201, Advance flow, Assign Topic to multiple records, Assign Topics to multiple records, Bulkification Flow, Chatter Topic, Chatter topics, Cloud Flow, COn201, Custom link, Decision element, dev 401, DEV401, Fast lookup, flow, Flow Designer, Flow exmple, FlowRockstar, Home page component, Lightning Flow, Lightning Flow example, Loop Logic, multiple records, New Flow, New Flow Trigger, Pass listview records into Salesforce Flow, Pass listview records to Flow, Record Create, Record Lookup, Salesforce Flow, Salesforce Flow Example, Screen Element, sfdc Dev 401 exam, Slaesforce sales cloud consultant exam, Sobject Collection, SOQL 101, Topic, Topic Name, Topic object, Topic to multiple records, TopicAssignment Object, Topics, Topics for Object, Topics in Salesforce, Topics to multiple records, Tppics for objects, Using Topics to Organize Records
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
      • Streamline Data Collection with Salesforce-Connected Forms
      • Getting Started with Salesforce Flow – Part 56 (Merge Chatter Topics with the Help of Salesforce Flow)
      • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
      • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
    • Salesforce ID Converter Build on Lightning Flow

      Converting 15 digit ID to 18 digit Salesforce ID
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    • Getting Started with Salesforce Flow – Part 1 (Understand, Create & Use Variables in Flow!)
    • Salesforce Spring’21 Release Quick Summary
    • Getting Started with Process Builder - Part 1 (Automatically Create a record)
    • Getting Started with Salesforce Flow – Part 4 (Need to Redirect a User to a New Record?)
    • Getting Started with Salesforce Flow – Part 41 (Create a Survey Using Flow? Why Not?!)
    • 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 44 (Auto Convert Marketing Qualified Leads)
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