Automation Champion

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Automation Champion
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  • Tag: Flow Designer

    • Getting Started with Salesforce Flow – Part 51 (Add a Flow to a Lightning Page)

      Posted at 9:15 AM by Rakesh Gupta, on January 11, 2021

      Big Idea or Enduring Question:

      How do you add a Flow to the Lightning Record Page?

      Flow can be run through custom action, Custom button, the flow URL, a Lightning page, a Visualforce page, etc. In this article Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow) I have promised to discuss the way to execute a flow from the lightning record page. 

      In the past, I have written a few articles related to the Chatter Group and Record. Why not check them out while you are at it?! 

      1. Getting Started with Salesforce Flow – Part 26 (Automatically Add a Record to Chatter Group)
      2. Getting Started with Process Builder – Part 42 (Auto remove a record from Chatter Groups)

      In this blog post let’s discuss how to add a flow in the lightning page to distribute to Lightning Experience or Salesforce app Users.

      Objectives:

      This blog post will help us to understand the following

      • Add a flow to the lightning record page 
      • define the filter condition to show the flow to specific users 

      Business Use Case

      Brenda David is working as a System administrator at Gurukul on Cloud (GoC). She has created a flow that allows their sales users to add an opportunity to multiple Chatter Groups. She has the following requirements: 

      • Make the flow accessible from the Opportunity lightning record page
      • Flow is only available for users who have the Standard User profile

      Automation Champion Approach (I-do):

      Any active screen flow can be added to a lightning page. In the scenario, we will add a ScreenFlow which we created in this article to an opportunity lightning record page. 

      Things to Remember:

      1. Only active screen flows are available to be added to the lightning record page.
      2. By default, flows display in one column.
      3. Flow’s input variables appear only if they allow input access.
      4. Pass record ID into this variable – This option is available only for Text input variables in Record pages. For simplicity, I recommend passing the ID to only one variable.

      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 Brenda’s business requirement using Screen Flow and Flow Component. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow, Screen Flow | 1 Comment | Tagged Add a Flow to a Lightning App Page, Add a Flow to a Lightning Home Page, Add a Flow to a Lightning Page, Add a Flow to a Lightning Record Page, Advance flow, Call a flow, Call a flow through publisher action, Call flow from publisher action, Call flow through button, Call flow through link, Embed a Flow in a publisher action, embedding a flow, flow, Flow basics, Flow component, Flow Designer, Flows, Lightning App Builder, Lightning Flow, Lightning Flow example, Salesforce Flow, Salesforce Flow Example
    • Getting Started with Salesforce Flow – Part 50 (Welcome New Users by Default – Auto Follow them in Chatter!)

      Posted at 9:00 AM by Rakesh Gupta, on January 7, 2021

      Big Idea or Enduring Question:

      A warm welcome goes a long way in solidifying a company’s culture! If so then, why not provide existing users an ability to auto-follow new users in chatter?

      Chatter is a great way to boost collaboration in your organization. You can Post Status, Links, Files, and Comments on others’ posts, etc. The benefits of following the new users in Chatter are the following:

      1. Keep up with what new users are doing; your guidance will expedite, and streamline their on-boarding journey!
      2. Following new users will enable you to track their chatter activities; use this ‘crystal ball’ to help them to improve their productivity!

      In the past, I have written a few articles related to User, Chatter, and automation. Why not check them out while you are at it?! 

        1. Getting Started with Salesforce Flow – Part 26 (Automatically Add a Record to Chatter Group)
        2. Getting Started with Salesforce Flow – Part 37 (Auto Remove Followers From Closed Opportunity)
        3. Getting Started with Salesforce Flow – Part 36 (Automatically Add New Users to a Chatter Group)
        4. Getting Started with Salesforce Flow – Part 30 (Reminder Email to Upload Chatter Profile Photo)

      On the Trailblazer community, several people have been wondering how to allow their users to auto-follow new users. Salesforce doesn’t have any out-of-the-box feature for this; so, I decided to take a crack at it. This article shows how to develop an app that allows your users to auto-follow news users without code.

      Objectives:

      After reading this blog post, the reader will be able to:

      • What is a MIXED DML error and how to avoid it?
      • Add a Time-dependent action in After-save Record-Triggered Flow
      • Get the list of user who has opted to follow new users in Chatter  
      • Use a Loop element to work with multiple records 
      • Use After-save Record-Triggered Flow to create a record (Bulk Safe)
      • Monitor Time-based flow queue

      Business Use Case

      Warren Mason, Gurukul on Cloud‘s (GoC) awesome System Administrator, received the following requirement – allow users to auto-follow new users in Chatter. And, make this an optional feature. 

      Automation Champion Approach (I-do):

      While this can be solved using various automation tools like Apex, etc, 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 EntitySubscription object. The object represents a user‘s subscription – whether the user follows a record or other users.

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

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

      Posted in Chatter, Salesforce Flow, Schedule-Triggered Flow, User Management | 16 Comments | Tagged Advance flow, After save flow, Auto, Auto Follow and Auto Unfollow records based on Criteria, Auto follow Chatter user, Auto follow Chatter users, Auto follow new user, Auto follow new user in Salesforce, Auto follow new users, Auto follow new users in Salesforce, Auto follow user, Bulkify flow, Chatter, Cloud Flow, Collection variable, EntitySubscription, EntitySubscription object, Fast lookup, flow, flow builder in salesforce, flow builders, Flow bulkification, Flow Designer, Flow exmple, Flow triggers, Flow Triggers For Workflow, Flow varibale, FlowRockstar, Follow new user in Salesforce, Follow new users in Salesforce, Follow user in Chatter, Lightning Flow, Lightning Flow example, lightning flows in salesforce, Loop Logic, New Flow, sales force automation software, salesforce automation, salesforce automation tools, Salesforce Flow, Salesforce Flow Example, salesforce flows, salesforce lightning flow, salesforce lightning flow examples
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
      • 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)
    • Salesforce ID Converter Build on Lightning Flow

      Converting 15 digit ID to 18 digit Salesforce ID
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    • Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership and Permission Sets)
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    • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
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    • Getting Started with Salesforce Flow – Part 31 (Auto Submit Record into Approval Process with Flow)
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    • Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)
    • Getting Started with Salesforce Flow – Part 33 (Prior Value of a Record in Record-Triggered Flows)
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