Automation Champion

Automating Salesforce One Click at a Time
Automation Champion
  • Home
  • About Me
    • Testimonials
    • Resources
  • Process Builder
  • Salesforce Flow
  • Pardot
  • Apex
  • Training Details
    • Salesforce Administrator
    • Salesforce Advanced Administrator
    • Platform App Builder
    • Lightning Flow
    • Pardot
    • Sales Cloud
    • Service Cloud
    • Community Cloud
    • Hands-on Excercises
  • My Books
  • Contact Me
  • Tag: fast delete

    • 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 37 (Auto Remove Followers From Closed Opportunity)

      Posted at 2:33 AM by Rakesh Gupta, on December 6, 2020

      To understand how to solve a similar business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 29 (Auto Remove Followers From Questions With Best Replies).

      Big Idea or Enduring Question:

      How do you automatically remove followers from closed opportunities?

      In Salesforce a user can follow Chatter groups or Records. The chatter group manager can add or remove users to the group, for this Salesforce provides out-of-the-box functionality. To manage Follower on the record Salesforce does not have any inbuilt functionality, for example, a rule to auto Add or remove users to records.

      On Chatter, a user can follow a maximum of 500 Peoples, topics, and records. To effectively manage Chatter, an organization has to use some automation to auto-unfollow records. If you want to increase this limit log a support case with Salesforce support. 

      Objectives:

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

      • Use After-save Record-Triggered Flow to remove the followers from closed opportunities 
      • Use After-save Record-Triggered Flow Delete element to delete the record(s)
      • Use a Decision element to find – record variable or record collection variable contains a record or not

      Business Use case

      Steven Greene is working as a System Administrator at Universal Containers (UC). He has received a new requirement to auto-remove the followers from closed opportunities. 

      Automation Champion Approach (I-do):

      While this can be solved using various automation tools like Apex or Flow, 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, you have to understand EntitySubscription objects in Salesforce. It represents a subscription for a user following a record or another user.

      Field Name Details
      ParentId The Id of the record or user which the user is following
      SubscriberId The Id of the User who is following the record or user

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

      Posted in Chatter, Sales cloud, Salesforce Flow | 9 Comments | Tagged 500 people user can follow on Chatter, ADM 201, adm 201 certification, adm 201 salesforce, admin release exam, Advance flow, and every time it’s edited, Assignement, auto delete record followers, auto deleteChatter record followers, auto unfollow Chatter record follower, auto unfollow record follower, auto unfollow record followers, Chatter, Cloud Flow Designer Workbook, Decision, EntitySubscription, Evaluate the rule when a record is, fast delete, Fast lookup, flow, Flow builder, Flow examples, Flow exmple, flow trigger, Flow Trigger Example, Flow Trigger Pilot, Flows, Followers, headless flow, New Flow, Opportunity, Record Lookup, salesforce, salesforce certified developer exam, Salesforce Flow, Sobject Collection, Sobject variable, SubscriberId, the Opportunity, Unfollow Chatter follower, Unfollow Chatter Record follower
    • Search

    • Upcoming Trainings

      Salesforce Administrator Certification
      Salesforce Advanced Administrator Certification
      Salesforce Platform App Builder Certification
      Lightning Flow & Process Builder
      Advanced Lightning Flow
      Pardot Specialist & Consultant Certification
      Sales Cloud Consultant Certification
      Service Cloud Consultant Certification
      Community Cloud Consultant Certification
    • Sponsor #1

    • Sponsor #2

    • Sponsor #3

    • Sponsor #4

    • Order Now!

    • Buy My Book

    • Buy My Book

    • 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
    • Blog Archives

    • Categories

  • Information

    • About Me
    • Affiliate Disclaimer
    • Contact Me
    • Privacy Policy
  • Top Posts

    • Learning Flow
    • Learning Process Builder
    • Salesforce Spring’21 Release Quick Summary
    • Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)
    • Add Record to Multiple Chatter Groups - Parsing Multi-Select Picklist fields (Flow)
    • Getting Started with Salesforce Flow – Part 31 (Auto Submit Record into Approval Process with Flow)
    • Add mass members into Queues through Data Loader
    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
    • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
    • Getting Started with Pardot – Part 15 (Setting up Tracker Domain aka CNAME)
  • Social Media

    • View Automationchampion’s profile on Facebook
    • View Automationchamp’s profile on Twitter
    • View Rakeshistom’s profile on GitHub