Automation Champion

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  • Tag: CollaborationGroupMember

    • Getting Started with Salesforce Flow – Part 32 (Preschedule Chatter Posts)

      Posted at 10:25 AM by Rakesh Gupta, on December 11, 2020

      Big Idea or Enduring Question:

      How do you allow your users to preschedule Chatter posts?  

      Chatter is a great way to boost collaboration in your organization. You can Post Status, Links, Files, and Comments on others’ posts, etc. Many time I found on Trailblazer community people is asking about a way to Preschedule Chatter Posts. But Salesforce doesn’t have any out-of-the-box feature for this, so the next way is to use the AppExchange app.

      In this article, I will show, how you can develop your own app for scheduling Chatter Posts too without code.

      Objectives:

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

      • Use After-save Record-Triggered Flow to create a record
      • Use After-save Record-Triggered Flow to delete a record(s)
      • Add a Scheduled Paths action in After-save Record-Triggered Flow
      • Monitor Time-based flow queue

      Business Use case

      Pamela Kline is working as a System administrator at Universal Containers (UC). She has received a requirement from the management to allow their users to preschedule Chatter posts. Which will help them to schedule posts ahead of time, for example, birthday wishes, or other important announcements. 

      Automation Champion Approach (I-do):

      Salesforce now (After Spring’21 Release) allows you to add time-dependent actions in the Flows, similar to the Process Builder. This is a major enhancement that will ultimately bring Flow to the next level. 

      There are few solutions possible for the above business scenario, 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 FeedItem 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
      Body This is the message that appears in the feed.
      ParentId The ID of the object type to which the is related. For example, set this field to a UserId to post to someone’s profile feed, or a GroupId to post to a specific Group.
      Type The type of feed item. In our case it’s Textpost.

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

      Posted in Chatter, Salesforce Flow | 4 Comments | Tagged Advance flow, Chatter, Chatter Group, Chatter Post schedule, CollaborationGroupMember, Con 201, Create record through flow, Decision element, Dropdown List, dynamic choice, Fast Create, fast delete, Fast lookup, FeedItem, flow, Flow builder, Flow examples, Flow exmple, loop, New Flow, Preschedule Chatter Posts, Record Create, Record Delete, salesforce, Salesforce Flow, schedule Chatter Posts, Textpost
    • Getting Started with Salesforce Flow – Part 36 (Automatically Add a New Users to a Chatter Group)

      Posted at 9:48 PM by Rakesh Gupta, on December 2, 2020

      To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 24 (Automatically Add User to a Chatter Group).

      Big Idea or Enduring Question:

      How do you automatically add users into a Chatter Group? 

      Objectives:

      This blog post will help us to understand the following

      • Use After-save Record-Triggered Flow add users to a chatter group
      • Add a Time-dependent action in After-save Record-Triggered Flow
      • What is a MIXED DML error and how to avoid it?
      • Monitor Time-based flow queue

      Business Use case

      Brenda David is working as a System administrator at Universal Containers (UC). Her next assignment is to create a process to auto add a new user to Chatter Group (UC Internal Announcements).

      Automation Champion Approach (I-do):

      The process of creating a new user can involve many steps that have to be repeated for each person. This can become time-consuming for admins. However, this process can be made easier with automation.

      While this can be solved using various automation tools like Apex or Process Builder, 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, understanding CollaborationGroupMember objects in Salesforce. It represents a member of a Chatter group.

      Field Name Details
      CollaborationGroupId Represent Id of the Chatter Group
      MemberId Represent Id of the User (Group member)

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

      Posted in Chatter, Salesforce Flow | 92 Comments | Tagged Add Member into Chatter group, Add Member into Chatter group Salesforce1, Add Memeber into chatter Group, Add new user to Chatter Group, ADM 201, adm 201 certification, adm 201 salesforce, admin release exam, Advance flow, After-save flow After save flow, Auto add new user to Chatter Group, Auto add new user to Chatter Groups, Automatically add individuals to Chatter Group upon provisioning new user, Automatically Add New User to Chatter Group, Automatically Add New User to Chatter Group Salesforce, Chatter Group, Cloud Flow Designer Workbook, CollaborationGroupId, CollaborationGroupMember, Create record through flow, Evaluate the rule when a record is, flow, Flow builder, flow builder in salesforce, flow builders, Flow Decision Guide, Flow examples, Flow exmple, flow trigger, headless flow, Launch flow from Process Builder, Lightning Flow, lightning flows in salesforce, Mixed Dml, MIxed DML Error, Mixed DML Flow, Mixed DML Soution, New Flow, New User Creation, Process Builder, Process Builder example, Record Create, sales force automation software, salesforce, salesforce automation, salesforce automation tools, Salesforce Chatter Group, Salesforce Flow, salesforce flows, salesforce lightning flow, salesforce lightning flow examples
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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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    • Learning Flow
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    • Getting Started with Salesforce Flow – Part 1 (Understand, Create & Use Variables in Flow!)
    • 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 24 (Automatically Assign Permission Sets to New User)
    • Getting Started with Salesforce Flow – Part 31 (Auto Submit Record into Approval Process with Flow)
    • Salesforce Spring’21 Release Quick Summary
    • Getting Started with Salesforce Flow – Part 41 (Create a Survey Using Flow? Why Not?!)
    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
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