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  • Tag: Chatter and Process builder example

    • Getting Started with Process Builder – Part 55 (Post to Chatter Feed of Related Record)

      Posted at 12:15 AM by Rakesh Gupta, on June 23, 2016

      To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 34 (Post Opportunity Details to a Chatter Group).

      Big Idea or Enduring Question:

      • How can you automatically post a message to the Chatter feed of related records?

      Chatter is a great way to boost collaboration in your organization. In this article Getting Started with Process Builder – Part 13 (Auto Post a Message to Chatter When an Event is Created), I had discussed a use case, whenever an event is created for the public calendar post its detail to a Chatter Group using the Process Builder. This article goes a step ahead and explains, how someone uses Flow and Process Builder to post to Chatter Feed of Related Record.

      Objectives:

      This blog post will help us to understand the following

      • Create a Process Builder and Flow to auto-post message to chatter feed of the related record 
      • Understand how to use Flow to create a record

      Business Use Case

      Donna Serdula is working as a System administrator at Universal Containers (UC). She has received a requirement from the management to post opportunity details (with Opportunity link) to the related Account’s feed, whenever an opportunity gets created with an amount greater than $100k.

      Automation Champion Approach (I-do):

      There are a few possible solutions for the above business scenario. We will use Process Builder and Flow to solve it.

      Let’s take a minute’s pause here and understand FeedItem objects in Salesforce. It represents an entry in the feed, such as changes in a record feed, including text posts, link posts, and content posts. 

      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 2 steps to solve Donna’s business requirement using Process Builder and Flow. We must: Read the rest of this entry!

      Posted in Chatter, Process Builder, Salesforce Flow | 1 Comment | Tagged AccountFeed, Activate a Process, Add action Process Builder, Add Criteria Proces builder, ADM 201, adm 201 certification, adm 201 salesforce, Advance flow, Advanced flow, Automation Champion, call a flow thorugh PB, Chatter and Flow example, Chatter and Process builder example, Cloud Flow Designer Workbook, Con 201, dev 401, DEV401, developer release exam, Enable Process Builder, Evaluate the rule when a record is created, FeedItem, flow, Flow and PB examples, Flow and Prcoess Builder examples, FLow and Process builder example, Flow Example, Flow examples, Flows, Getting started with Process Builder, How to activate Process builder, how to use Process builder, Launch a Flow, Launch a Flow from Process builder, Launch flow from PB, Lightning Process builder, New Flow, PB, Platform App Builder, Platform App Builder Exam, Post to Chatter, Post to Chatter Feed of Related Record, Post To Chatter Group with Flow, Post To Chatter Group with PB, Post To Chatter Group with Process builder, Post to Feed of Related Record, Post to related record Apex Trigger, Post to related record Flow, Post to related record Process, Process Builder, Process Builder example, Process Builder examples, Process Builder rakesh, Process Builder Sales Cloud, Process Builder Salesforce, Process Builder Service Cloud, Process builder use case, Process Criteria, Process management, salesforce, salesforce Admin exam, salesforce certified developer exam, Salesforce Certified Sales Cloud Consultant, salesforce chatter, Salesforce Online Training, Salesforce Platform Developer I, Salesforce Platform Developer I Exam, Salesforce Training, when a record is created or edited
    • Getting Started with Process Builder – Part 54 (Update the Case Status Through Email-to-Case Response)

      Posted at 9:32 AM by Rakesh Gupta, on June 21, 2016

      Big Idea or Enduring Question:

      • How can you automatically update the case status when receives a response from customers via Email-to-Case?

      Objectives:

      This blog post will help us to understand the following

      • Create a Process Builder which fires on customer’s response to an email-to-case 
      • Understand how email-to-case works 

      Business Use Case

      Pamela Kline is working as a System administrator at Universal Containers (UC). She has just implemented an email-to-case process. Now she has received the following enhancements from the support agent:

      1. Automatically add customer response to the case email thread, when the customer replies to the email that has been sent from a case.
      2. Re-open a case when the customer responds to a support agent email, within five days of case closure.

      Automation Champion Approach (I-do):

      Email-to-Case allows you to create a case automatically when a customer emails in. It also populates some key information, for example, the email subject becomes the case subject, and the email body-mapped to the description. You can configure multiple Email-to-Case channels based on your business use case.

      Next, you have to understand the Thread ID. The thread ID is a unique ID generated for outbound emails within the case. The thread ID will look like ref:_00D90wAtk._500901Kc5WN:re. To automatically add customer response to the case email thread,  make sure that Email-to-Case has been configured correctly for customer email responses to be attached to the case.

      • Email Threading is an important part of Email-to-Case setup. Setting this up essentially means that, if a customer emails you more information about an existing Case, their second email will be attached to their existing Case instead of creating a new Case. If you want to auto add a unique Thread ID into your auto-responses and other outgoing emails, then navigate to Setup | Build | Customize | Cases | Email-to-Case and select the check-boxes as shown in the following screenshot

      Insert Thread ID in the Email Subject and Body

      • When you are replying to a customer make sure to change the address from the Owner to the Email to the Case support address.  If this is not changed, then the response from the customer will be sent to the owner of the case and will not be added to the Email Thread. Follow the below steps to add Email-to-Case support address to from address (Basically we are going to add Email-to-Case support address to Organization-Wide Addresses:
      1. Copy the Email Services Address (i.e. Long email address) from Email-to-Case as shown in the preceding screenshot.
      2. The next step is to add a new Organization-Wide Email Addresses. Use Email Services Address (Long address) in place of  Email Address, as shown in the following screenshot:Organization-Wide Email Addresses
      3. For verification purposes, Salesforce will send an email notification with a confirmation link to the above-mentioned email address Read the rest of this entry!
      Posted in Process Builder | 11 Comments | Tagged Activate a Process, Add action Process Builder, Add Criteria Proces builder, ADM 201, adm 201 certification, adm 201 salesforce, Auto reopen a case in Salesforce, auto repoen case salesforce, Automation Champion, Case email threading, Case Thread ID, Chatter and Process builder example, Con 201, dev 401, email-to-case, Email-to-case response an process builder, Email-to-Case response to case field update, Email-to-Case response to process builder, Email-to-Case Setup, Enable Process Builder, flow, Lightning Process builder, Organization-Wide Addresses, Platform App Builder, Platform App Builder Exam, Process Builder, Process Builder action, Process Builder example, Process Builder examples, Process Builder rakesh, Process Builder Record Updates action, Process Builder Sales Cloud, Process Builder Salesforce, Process Builder Service Cloud, Process builder use case, Process Criteria, Process management, Re-open a case when the customer responds to support agent email, salesforce, salesforce Admin exam, salesforce certified developer exam, Salesforce Online Training, Salesforce Platform Developer I, Salesforce Platform Developer I Exam, Salesforce Training, Update the case status, Update the case status through Email-to-Case response, Update the case status through Process, Update the case status through Process Builder, What is Process Builder, when a record is created or edited
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