Posted at 12:04 AM by Rakesh Gupta, on July 21, 2020
A few years back I wrote an articleUnconventional application of Two-factor Authentication!. It was a huge success – I received several emails from people requesting me to write another article to show something on restrictinglogin flow to once, based on the condition; instead of, running the flow more than once. Before we move ahead, do check outthis article to learn about Lightning Flow Designer and some hidden tips and tricks.
Login flow gives you the flexibility to build a custom post-authentication process that meets your business requirements. Login Flow, however, doesn’t give you the flexibility to define how many times, or when, you want to display the Flow. And sometimes, this creates a problem for newbie flow learners. Newbies don’t understand how to configure Login Flow to execute only once; or, control the execution based on specific requirement – For instance, configuring how to display a message three times using Login Flow with two days gap between each display:
Display message once in a day.
And, there should be two days gap between the display of each message.
Today, in this article, I am going to show you how you can configure to control the Login Flow to execute only once. Let us start with a business use case.
Business Use Case
Martin Jones is working as a System Administrator at Gurukul on Cloud (GoC). GoC is in the process of updating the employment agreement. Management at GoC wants to use Salesforce to make sure that every user reads the employee agreement and agrees to it. Until they agree, don’t allow them to login into Salesforce.
Solution for the above business requirement
To solve this requirement, we will use many ingredients – including,Lightning Flow, Login Flow, and a Custom field (Employment_Agreement__c)on the User object. Before trying to understand the technical aspect of the solution, let us spend some time to understand the general flow of our solution at a very high level. Please spend few minutes to go through the following flow diagram and understand it.Read the rest of this entry!
Posted at 11:16 PM by Rakesh Gupta, on August 13, 2019
Opportunities are the sales and pending deals that you want to track. By adding opportunities, you’re building your pipeline, which contributes to your sales forecast.Products are a catalog of items that your company can sell. An Opportunity Product is a specific item or service that is purchased and delivered to the client as it relates to that specific opportunity. TheOpportunity line item,also known asOpportunity Productin the user interface. Many Organization is using the opportunity for renewal business of assets, and software. There are no out of box feature that allows you to auto-generation of renewal opportunities based on the close date of a current opportunity or once an opportunity is successfully closed-won. Let’s start with a business use case
Business Use case
Steven Greene is working as a System administrator at Universal Containers (UC).He has received a requirement from the management, to auto-create/generate a new Opportunity with opportunity line items based on the close date of an existing opportunity.
Solution for the above business requirement
There are a few possible solutions for the above business scenario, but I’ll use Process Builder and Flow to solve the above business requirement. Before proceeding ahead, you have to understandOpportunityLineItemobjects in Salesforce. OpportunityLineItemrepresents an opportunity line item, which is a member of the list of Product2 products associated with an Opportunity. Follow the below instructions to solve the above business requirement
1.Click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows 2.Click onNew Flow, it will open the Flow canvas for you. Now create few Text variables VarT_AccountId, VarT_OldOpportunityId, VarT_NewOpportunityId, VarT_PricebookId, and VarT_OldOpportunityName to store the Account Id, old Opportunity Id, new Opportunity Id, existing Opportunity Price Book Id, and old Opportunity Name respectively. 3.The next step is to get all the Opportunity Line Items from the existing opportunity. To do this drag-and-drop Get Records element (Enter the name To get all Line Items from existing opportunity) onto the canvas and map the fields according to below details
Select Object OpportunityLineItem
For criteria selectOpportunityId = {!VarT_OldOpportunityId}, as shown in the following screenshot
4. The next step is to create a new Opportunity, for this we will use the Create Recordselement. Drag-and-drop Create Records element (Enter the name Create new opportunity) onto the canvas and map the fields according to the following screenshot:
5. Now we will use theDecision element to check the Record Collection Variable{!SOC_OLI}size. If the Record Collection Variable is not equal tonull, then we will go ahead else do nothing. You can take help from the following screenshot to add a Decision Element:
6. The next step is to extract the opportunity line items from Record Collection Variable{!SOC_OLI}one by one. For this, we will use theLoop Element. To do this Drag and drop aLoop Element( Give the nameExtract 1 by 1) onto the canvas and loop through Record Collection Variable{!SOC_OLI} and save the current value in a Record Variable {!Sov_OLI} as shown in the following screenshot
7. Now Drag and drop anAssignment Element ( Give the nameAssign data into a new Record Variable) onto the canvas and map the fields according to the following screenshot:
8. The next steps are to add all Record Variable into a Record Collection Variable, So at the end, we will create records inOpportunityLineItem. Drag and DropAssignment Element (Give the nameAll in one) on the window and assign the value from Record Variable {!NEWOLI} to Record Collection Variable{!SOCNewOLI}, as shown in the following screenshot
9. The final task is to create records in theOpportunityLineItemobject. For this, we will use the Create RecordElement. Drag and drop a Create Records ( Give the nameCreate New OLI) onto the canvas and map the field according to the following screenshot:
In the end, yourFlowwill look like the following screenshot
5. Save your flow with nameAuto-generate renewal Opportunity WIth OLI and close the canvas. Don’t forget to Activatethe Flow.
Launch a Flow from Process Builder
Our next task is to create a Process Builder on theOpportunity object to launch a Flow. To create a Process Builder on theOpportunity object follow the below instructions
1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder and click on the New button, Enter Name, API Name and then click on the Save button
Define Process Properties
2. The next step is to add the entry criteria. For this click onAdd Object, selectOpportunity object and for the entry criteria, Select when a record is created or edited, as shown in the below screenshot, once you are done click on theSave button
Record Evaluation Criteria
3. The next task is to add ProcessCriteria, To do this click on Add Criteria, enter Name, Type of action and set filter conditions(In this case set [Opportunity].CloseDate Is Null False ), also select the check-boxDo you want to execute the actions only when specified changes are made to the record?and click on the Save button as shown in the following screenshot
Process Criteria
4. The next step is to set the time for scheduled action. For this click on Set Schedule available under Scheduled actions. Set the time for scheduled actions as shown in the following screenshot
Define time-based Process Builder
5. Now we have to add a Time-based action into the Process to launch a Flow. Click onAdd Action(Under Scheduled actions), Select the type of action to create (In our case Flows) and then fill out the fields to define the action as shown in the following screenshot
Add action – Flows
6. Once you are done, click on theSave button, it will redirect you to Process canvas. Finally, theProcess will look like the following screenshot
Don’t forget to active the Process by clicking on the Activatebutton.
It’s time to test this feature
1. Now create an Opportunity with few line items via the UI
Create new Opportunity with Line Items
2. Once the Opportunity gets created, the system will schedule a time-based action to create a renewal Opportunity with Line Items. Below are the Proof of concepts
Proof of concept
Note: – I will suggest you to implement this first on your developer org, test it and then move it to production. Don’t try to implement this in Spring’15 org, otherwise, you will get an error.
