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  • Tag: Automatically follow records that I create

    • Getting Started with Salesforce Flow – Part 29 (Auto Select Automatically follow records that I create Checkbox)

      Posted at 11:16 PM by Rakesh Gupta, on December 2, 2020

      Big Idea or Enduring Question:

      • How can I auto-select Automatically follow records that I create checkbox for new users? 

      Objectives:

      After reading this blog, you’ll be able to: 

      • How you can follow a record on chatter 
      • Use Before-save Record-Triggered to update field(s)
      • Create an automation to update fields on the user object 

      Business Use Case 

      Brenda David is a System Administrator at Universal Containers (UC). She has received a requirement to develop automation that auto-select Automatically follow records that I create checkbox as soon as user record gets created. 

      Automation Champion Approach (I-do):

      In Chatter, you can follow the records and Chatter Groups. In this article, I will talk about how to follow the record and the automation around it. You can follow any record by navigating to a records detail page and clicking on the Follow button as shown below screenshot:

      Follow Records

      If you want to Automatically follow records that you create, to do that follow the below instruction

      • Click on My Settings | Chatter | My Feeds
      • Select Automatically follow records that I create checkbox, as shown in the following screenshot:

      There are a few possible solutions for the above business scenario. However, our purpose, in this blog, is to learn Flow and its advanced/new features. Therefore, we will use Before-save Record-Triggered Flow to solve the above business requirement.

      Before proceeding ahead, you have to understand the User object and some of its fields.  

      Field Name Details
      UserPreferencesEnableAutoSubForFeed When true, the user automatically subscribes to feeds for any objects that the user creates.

      Before discussing it, 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 2 steps to solve Brenda’s business requirement using Salesforce Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow | 3 Comments | Tagged Automatically follow records that I create, Before save flow, EmailPreferencesAutoBcc, FederationIdentifier, flow, flow builder in salesforce, flow builders, Follow Chatter Group, follow records, Global Constant, IsPortalEnabled, Lightning Flow, Lightning Flow Designer, lightning flows in salesforce, New Flow, Pilot program, ReceivesAdminInfoEmails, Record Create, Record Delete, Record Lookup, sales force automation software, salesforce, salesforce automation, salesforce automation tools, Salesforce Flow, Salesforce Flow Example, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, Url, User, user object, UserPreferences, UserPreferencesEnableAutoSubForFeed, UserPreferencesTaskRemindersCheckboxDefault
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    • Recent Posts

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