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  • Tag: Delete system generated post

    • Getting Started with Process Builder – Part 34 (Auto Delete Posts Generated From Quick Actions)

      Posted at 3:45 PM by Rakesh Gupta, on July 10, 2015

      Big Idea or Enduring Question:

      How do you automatically delete posts generated from quick actions? 

      A few months back, I had written an article Getting Started with Process Builder – Part 17 (Auto Delete System Generated Chatter Post) to discuss a way through which, we can auto-delete system generated Chatter posts. This article goes a step ahead and explains, how to auto-delete posts generated from Quick Actions for objects in which  Feed Tracking is not enabled.  

      Objectives:

      After reading this article, the reader will be able to:

      • Using Process Builder to auto-delete system-generated chatter posts
      • How to use get the delete element to delete records 
      • How to Launch a Flow from Process Builder 

      Business Use case

      Rachel Gillett is working as a System administrator at Universal Containers (UC). At UC they have created a custom object called Time Sheet, to allow their sales reps to enter the time they spent at a customer site (i.e. against Account object). The Time Sheet object has a lookup relationship with the Account object, and Feed tracking is turned off for the Time Sheet object. Rachel has received a requirement from the management when sales reps create a Time Sheet from an account object using quick action, the system auto-generates a chatter post similar to the following screenshot:

      Post generated from Quick Action

      Business wants to auto-delete posts generated from Quick Action.

      Automation Champion Approach (I-do):

      First of all, you have to understand the Feed object in Salesforce. All objects have a default related Feed object. All Feed objects for custom objects are named as CustomObject__Feed, where CustomObject__c is the name of the related custom object. All Feed objects for standard objects are named as LeadFeed, where Lead is the related standard object name.

      But the glitch is Feed object is by default available (You can access it from the API or Flow) for a standard object, even though Feed Tracking is turned off, but that is not the case with the custom object. If Feed tracking is turned off for a custom object, then the CustomObject__Feed object will not be available. So you can’t use the CustomObject__Feed object to delete the posts (On parent object) generated from Quick Actions. 

      There are a few possible solutions for the above business scenario, but I’ll use Process Builder and Flow to solve the business requirement. 

      Before discussing it, 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 Rachel’s business requirement using Flow and Process Builder. We must: Read the rest of this entry!

      Posted in Chatter, Process Builder, Sales cloud, Salesforce Flow | 0 Comments | Tagged Ability to delete all Chatter feed posts, AccountFeed, Add Criteria Proces builder, ADM 201, adm 201 certification, adm 201 salesforce, Advance flow, Advanced flow, Auto delete auick action posts, Auto delete posts generated from Quick Actions, Auto delete quick action post, Auto delete quick action posts, auto delete record followers, Auto Delete System Generated Chatter Post, call a flow thorugh PB, Chatter and Flow example, Chatter and Process builder example, CustomObject__Feed, Delete auto genearted post after lead conversion, Delete lead conversion Chatter post, Delete Quick action post, Delete quick action post on child object, Delete quick action post on Parent object, Delete quick action post when Feed Tracking disable, Delete quick action post when Feed Tracking disable on child, Delete system generated chatter post, Delete system generated chatter post for lead conversion, Delete system generated post, Delete system generated post on parent Account, Delete time based action process builder, Enable Process Builder, Evaluate the rule when a record is created, flow, Flow and PB examples, Flow and Prcoess Builder examples, FLow and Process builder example, flow builder in salesforce, flow builders, Flow Example, Flow examples, Flows, Getting started with Process Builder, How to activate Process builder, how to use Process builder, Hwo to delete system generated chatter post for lead conversion, Launch a Flow, Launch a Flow from Process builder, Launch flow from PB, LeadFeed, Lightning App, Lightning Flow, lightning flows in salesforce, Lightning Process builder, Map Lead Fields, New Flow, PB, Process Builder, Process Builder example, Process Builder examples, Process Builder Salesforce, Process builder use case, Record Delete, sales force automation software, salesforce Admin exam, salesforce automation, salesforce automation tools, salesforce certified developer exam, Salesforce Certified Sales Cloud Consultant, salesforce chatter, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, Salesforce release exam, Spring15 process builder, Spring15 Process builder enhancement, Time bassed process builder
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