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  • Tag: Decision element

    • Getting Started with Salesforce Flow – Part 54 (Auto-follow a Chatter Question After Reply)

      Posted at 5:31 PM by Rakesh Gupta, on January 19, 2021

      Big Idea or Enduring Question:

      How do you ensure a user is notified about additional replies to a Chatter Question she answered?

      With Chatter Questions, users can ask questions in their Chatter feed, in groups, and in records. Select Question from the Chatter publisher’s action menu, or click the Question tab. After a question is asked, moderators and the person who asked the question can select the best answer. The best answer is prominently displayed in the feed, allowing other users to quickly and easily find the information they need.

      Your users can organize their information with the question title and details about their question. They can ask the question to their followers, to a group, or to a specific person, as they can with other Chatter feed items. 

      In the past, I have written a few articles on automating Questions and automation. Why not check them out while you are at it?! 

      1. Getting Started with Process Builder – Part 29 (Auto Remove Followers from Questions with best replies)

      Objectives:

      After reading this article, you will be able to:

      • Use Flow to identify if a user is already following a question
      • If the user is not following the question, add the user as a follower
      • Automatically trigger a Flow upon a question being answered

      Business Use Case 

      Universal Containers is using Chatter Questions for their Internal support. When users answer questions, they don’t remember to go back and check for subsequent questions or feedback. Leadership has reminded everyone to follow the questions they answer, but people don’t usually remember. Therefore, Leadership has asked Steven Greene, a Lead System Administrator to come up with a solution so users are always added as followers to questions they answer.

      Automation Champion Approach (I-do):

      There are a few possible solutions for the above business scenario, but I’ll use After-save Record-Triggered Flow to solve the business requirement. 

      Check out this article to understand why we are using after-save record-triggered flow for this scenario. 

      Let’s take a pause here, familiar yourself with the QuestionSubscription Object in Salesforce. It represents a subscription for a user following a Question.

      Field Name Details
      QuestionId The Id of the Question which the user is following.
      SubscriberId The Id of the User who is following the Question

      Whereas Reply represents a reply that a user has submitted to a question in an answers community. 

      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 Steven’s business requirement using Salesforce Flow. We must: Read the rest of this entry!

      Posted in After-Save Flow, Chatter, Salesforce Flow | 6 Comments | Tagged Advance flow, Answer Community, Answer Zone, Auto follow Answer, auto follow answers, Auto Follow Chatter Question, Auto follow Question, Auto follow question after answer, Auto follow Question after reply, Auto follow Question in Chatter Answer, Chatter answer, Chatter Answer Question, Chatter Answer Question email, Chatter Answers Email Notification Settings, Chatter Q&A, Chatter Question, Chatter Question and Answer, Chatter Reply, Cloud Flow, Decision element, Email alert for best answer, Email alert for new reply to question, Email Answers, Email Answers reply, Email Answers Threads, email for Best Answers, Email for new reply, email for new reply to question, Email for question you follow, Email Question reply, flow, Flow examples, Flow exmple, FlowRockstar, Follow ansswer after reply, Follow Question after reply, Follow Question in Chatter Answer, Get Answers, Get Answers reply email, Lightning Flow example, New Flow, QuestionSubscription, Record Create, Record Lookup, Reply, Salesforce Flow, Salesforce Flow Example
    • Getting Started with Salesforce Flow – Part 48 (Add a Topic to Multiple Records)

      Posted at 6:00 PM by Rakesh Gupta, on December 24, 2020

      Big Idea or Enduring Question:

      • How can you allow your users to add a topic to multiple records?
      • How do you pass record IDs from a list view to Salesforce Flow? 

      Topics for Objects, allow us to organize the records by using topics same as Chatter. Topics help to organize records in a better way and make the search easier for you. For example, if you post that you’re working on a presentation for Dreamforce20, you might want to add the hashtag topic #Dreamforce20 or #DF20 in your updates.

      Anyone can click on these topics to find out more information about Dreamforce20 and see what people and groups are talking about Dreamforce20. You can also find all records tagged with the topic Dreamforce20. 

      In the past written a few articles related to Topics and automation. You may want to check them out.  

      1. Getting Started with Process Builder – Part 39 (Auto-assign a topic to a record)
      2. Getting Started with Process Builder – Part 41 (Email notification on TopicAssignment)

      I have never found an out-of-the-box solution to Add a Topic to multiple records. In this article, we will create automation for similar functionality without using code.

      Objectives:

      This blog post will help us to understand the following

      • Launch a Flow from the list view and pass the selected record ids to Flow
      • Use a Screen a flow to take the user input 
      • Use a Decision element to find – record variable contains a record or not
      • Use Flow to Create Records (Bulk safe) 

      Business Use Case

      Brenda David is working as a System administrator at Universal Containers (UC). She has received a requirement from the management to create an automation that allows users to add a topic to selected records (Opportunities) in the list view. 

      Automation Champion Approach (I-do):

      There are a few possible solutions for the above business scenario. We will use Salesforce Flow, Custom Button, and ListView to solve the requirement. 

      Let’s take a pause here, familiar yourself with the TopicAssignment and Topic Objects in Salesforce. 

      Object Name Details
      TopicAssignment It represents the assignment of a topic to a particular feed item or record.
      Topic It Represents a topic on a Chatter post or record.

      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 3 steps to solve Brenda’s business requirement using Screen Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow, Screen Flow | 0 Comments | Tagged access listview records, access listview records in Flow, Add same topic to multiple records, Add same topic to several records, Add Topic to multiple records, Add topic to record, Add Topics to multiple records, Add Topics to records in bunch, ADM 201, Advance flow, Assign Topic to multiple records, Assign Topics to multiple records, Bulkification Flow, Chatter Topic, Chatter topics, Cloud Flow, COn201, Custom link, Decision element, dev 401, DEV401, Fast lookup, flow, Flow Designer, Flow exmple, FlowRockstar, Home page component, Lightning Flow, Lightning Flow example, Loop Logic, multiple records, New Flow, New Flow Trigger, Pass listview records into Salesforce Flow, Pass listview records to Flow, Record Create, Record Lookup, Salesforce Flow, Salesforce Flow Example, Screen Element, sfdc Dev 401 exam, Slaesforce sales cloud consultant exam, Sobject Collection, SOQL 101, Topic, Topic Name, Topic object, Topic to multiple records, TopicAssignment Object, Topics, Topics for Object, Topics in Salesforce, Topics to multiple records, Tppics for objects, Using Topics to Organize Records
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 54 (Auto-follow a Chatter Question After Reply)
      • Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership and Permission Sets)
      • Getting Started with Pardot – Part 14 (How to Use Pardot Form Handlers)
      • Getting Started with Salesforce Flow – Part 51 (Add a Flow to a Lightning Page)
      • Getting Started with Salesforce Flow – Part 50 (Welcome New Users by Default – Auto Follow them in Chatter!)
    • Salesforce ID Converter Build on Lightning Flow

      Converting 15 digit ID to 18 digit Salesforce ID
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