Automation Champion

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  • Tag: dev 401

    • 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
    • Getting Started with Salesforce Flow – Part 47 (Mass Transfer Chatter Files)

      Posted at 2:28 AM by Rakesh Gupta, on December 3, 2020

      Big Idea or Enduring Question:

      How do you allow Sales reps an easy to transfer their files to another user?

      The file allows you to Upload, Share, Follow files in Salesforce. The file helps the organization to discuss changes to the file in real-time, from whatever device they are using. It also cuts down on email traffic and keeps all comments with the related documents for easy reference.

      If a file is private, then the file owner and users with Modify All Data permission can find and view this file. However, if the file is in a private library, only the file owner has access to it. This is one pain point for System administrators how to migrate files from a user to another user because the business doesn’t want to lose all files owned by a user whom they are planning to deactivate.

      Objectives:

      This blog post will help us to understand the following

      • Use a Screen a flow to take the user input 
      • Create automation to mass transfer files
      • Learn more about the ContentDocument object. 

      Business Use Case

      Brenda David is working as a System administrator at Universal Containers (UC). As a part of the employee offboarding process, management wants to provide a tool to their employees so that they can easily transfer their files to another user. 

      Automation Champion Approach (I-do):

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

      Before proceeding, ahead, understanding ContentDocument objects in Salesforce. It represents a document that has been uploaded to a library in Salesforce CRM Content or Salesforce Files.
       
      Field Name Details
      OwnerId The Id of this document. 
      FileType Type of document, determined by the file extension.

      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 | 9 Comments | Tagged ADM 201, adm 201 certification, adm 201 salesforce, Advance flow, call Flow from custom link, Chatter, Chatter File Ownership, Chatter File Ownership Transfer, Chatter Files, Con 201, ContentDocument, Custom link, dev 401, DEV401, flow, Flow Example, Flow examples, Flow exmple, Home page component, Mass Chatter file Transfer, Mass Chatter files Transfer, Mass transfer Chatter File, Mass transfer Chatter File Owneship, Mass Transfer Chatter Files, Mass transfer Chatter Files Owneship, New Flow, Rakesh Gupta, Record Updated, Role Hierarchy, salesforce, salesforce certified developer exam, salesforce chatter, Salesforce Chatter Files, Screen Element, System administrator, Transfer Chatter, Transfer Chatter File Ownership, Transfer Chatter Files, Transfer Ownership of Chatter Files
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    • 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)
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      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 48 (Add a Topic to Multiple Records)
    • Getting Started with Process Builder - Part 1 (Automatically Create a record)
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    • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
    • Want to be an Early Adopter of the New Flow Builder? Welcome Aboard!
    • Getting Started with Salesforce Flow – Part 1 (Understand, Create & Use Variables in Flow!)
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    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
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