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: Chatter

    • Getting Started with Salesforce Flow – Part 50 (Welcome New Users by Default – Auto Follow them in Chatter!)

      Posted at 9:00 AM by Rakesh Gupta, on January 7, 2021

      Big Idea or Enduring Question:

      A warm welcome goes a long way in solidifying a company’s culture! If so then, why not provide existing users an ability to auto-follow new users in chatter?

      Chatter is a great way to boost collaboration in your organization. You can Post Status, Links, Files, and Comments on others’ posts, etc. The benefits of following the new users in Chatter are the following:

      1. Keep up with what new users are doing; your guidance will expedite, and streamline their on-boarding journey!
      2. Following new users will enable you to track their chatter activities; use this ‘crystal ball’ to help them to improve their productivity!

      In the past, I have written a few articles related to User, Chatter, 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 37 (Auto Remove Followers From Closed Opportunity)
        3. Getting Started with Salesforce Flow – Part 36 (Automatically Add New Users to a Chatter Group)
        4. Getting Started with Salesforce Flow – Part 30 (Reminder Email to Upload Chatter Profile Photo)

      On the Trailblazer community, several people have been wondering how to allow their users to auto-follow new users. Salesforce doesn’t have any out-of-the-box feature for this; so, I decided to take a crack at it. This article shows how to develop an app that allows your users to auto-follow news users without code.

      Objectives:

      After reading this blog post, the reader will be able to:

      • What is a MIXED DML error and how to avoid it?
      • Add a Time-dependent action in After-save Record-Triggered Flow
      • Get the list of user who has opted to follow new users in Chatter  
      • Use a Loop element to work with multiple records 
      • Use After-save Record-Triggered Flow to create a record (Bulk Safe)
      • Monitor Time-based flow queue

      Business Use Case

      Warren Mason, Gurukul on Cloud‘s (GoC) awesome System Administrator, received the following requirement – allow users to auto-follow new users in Chatter. And, make this an optional feature. 

      Automation Champion Approach (I-do):

      While this can be solved using various automation tools like Apex, etc, but we’ll use After-save Record-Triggered Flow to solve it. 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 the EntitySubscription object. The object represents a user‘s subscription – whether the user follows a record or other users.

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

      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 Warren’s business requirement using After-save Record-Triggered Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow, Schedule-Triggered Flow, User Management | 16 Comments | Tagged Advance flow, After save flow, Auto, Auto Follow and Auto Unfollow records based on Criteria, Auto follow Chatter user, Auto follow Chatter users, Auto follow new user, Auto follow new user in Salesforce, Auto follow new users, Auto follow new users in Salesforce, Auto follow user, Bulkify flow, Chatter, Cloud Flow, Collection variable, EntitySubscription, EntitySubscription object, Fast lookup, flow, flow builder in salesforce, flow builders, Flow bulkification, Flow Designer, Flow exmple, Flow triggers, Flow Triggers For Workflow, Flow varibale, FlowRockstar, Follow new user in Salesforce, Follow new users in Salesforce, Follow user in Chatter, Lightning Flow, Lightning Flow example, lightning flows in salesforce, Loop Logic, New Flow, sales force automation software, salesforce automation, salesforce automation tools, Salesforce Flow, Salesforce Flow Example, salesforce flows, salesforce lightning flow, salesforce lightning flow examples
    • Getting Started with Salesforce Flow – Part 38 (Reminder For Chatter Group Pending Membership Requests)

      Posted at 9:42 PM by Rakesh Gupta, on December 20, 2020

      Big Idea or Enduring Question:

      • How can you send an automatic email alert to Chatter Owners about pending membership requests?

      In Salesforce, a Chatter Group represents a group of users. It’s a great way to boost collaboration in your organization. You can add unlimited members to a Chatter Group, but a user can only join a maximum of 100 groups. If the Chatter Group is set to Private, then the user has to request to join. Salesforce will send an email to all group Owners and managers. However, what if the Group owners or managers forgot to take action? Salesforce never sends a reminder email.

      Objectives:

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

      • Use Schedule-Triggered Flow to check for Pending Chatter Group Requests 
      • Use Schedule-Triggered Flow to automatically send a reminder email to the Chatter Group Owner

      Business Use Case

      Pamela Kline is working as a System administrator at Universal Containers (UC). She has received a requirement to develop an automated process that will send email reminders to private Chatter Group owners of pending member requests to join the group. 

      Automation Champion Approach (I-do):

      There are multiple ways to solve the above business requirement. You can either use Apex trigger, Salesforce Flow, Process Builder, and more. To solve this requirement, we will use Scheduled-Triggered Flow.

      Before proceeding ahead, you have to understand the CollaborationGroupMemberRequest object. It represents an entry in the feed, such as changes in a record feed, including text posts, link posts, and content posts.

      Field Name Details
      CollaborationGroupId  The Id of the private Chatter group.
      RequesterId The ID of the user requesting to join the group
      Status The status of the request. Available values are: Accepted, Declined, Pending

      Also, understand CollaborationGroup object. It represents a Chatter group

      Field Name Details
      CollaborationGroup The type of Chatter group. Available values are: Public, Private, Unlisted 

      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 Pamela’s business requirement using Schedule-Triggered Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow, Schedule-Triggered Flow | 2 Comments | Tagged Advance flow, Auto reminder email, Chatter, Chatter Group, Chatter Group Pending Membership email reminder, Chatter Group Pending Membership reminder, Chatter Group Pending Membership reminder email, Chatter Internal, Cloud Flow Designer Workbook, CollaborationGroupId, CollaborationGroupMemberRequest, Create record, Decision element, email alert, Evaluate the rule when a record is, flow, Flow builder, flow builder in salesforce, flow builders, Flow examples, Flow exmple, group Owner, Lightning Flow, lightning flows in salesforce, Private Chatter Group, Private Chatter group Membership Requests reminder, Record Lookup, Reminder email for Chatter Group Pending Membership Requests, Reminder For Chatter Group Pending Membership Requests, request are pending to join the Chatter Group, request are pending to join the Chatter Group remincer, request to join, RequesterId, sales force automation software, salesforce, salesforce automation, salesforce automation tools, salesforce chatter, Salesforce Chatter Group, Salesforce Flow, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, Schedule Flow, Schedule-Triggered Flow, Schedule-Triggered Flow example, Send email, Send email flow enhancement, Send email from flow, Send Email static action
    ← 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

      • 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
      • Getting Started with Salesforce Flow – Part 56 (Merge Chatter Topics with the Help of Salesforce Flow)
    • 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 48 (Add a Topic to Multiple Records)
    • Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)
    • Salesforce Spring’21 Release Quick Summary
    • Add mass members into Queues through Data Loader
    • Getting Started with Process Builder - Part 1 (Automatically Create a record)
    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
    • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
    • Add/Remove user into Public Group or Queue from Salesforce1 app
  • Social Media

    • View Automationchampion’s profile on Facebook
    • View Automationchamp’s profile on Twitter
    • View Rakeshistom’s profile on GitHub