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  • Tag: flow

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

      Posted at 9:01 AM by Rakesh Gupta, on January 26, 2021

      Big Idea or Enduring Question:

      How can we develop declarative functionality to add or remove followers from a record?

      In Salesforce, a user can follow Chatter groups or Records. Salesforce provides out-of-the-box functionality so that Chatter group managers can also add/remove people from the group. To manage a record’s followers/subscribers, Salesforce does not have any pre-built functionality to add or remove a follower/subscriber from object records.

      Objectives:

      After reading this article, you will be able to:

      • Use Flow to manually add or remove users as subscribers from a record
      • Understand the component visibility option to create a highly dynamic screen 
      • Learn how to use a Decision element to find whether a Record variable or a Record collection variable, contains a record
      • And, last but not the least, discover how to add a Flow to Lightning Record Page and display it to a set of users 

      Business Use Case 

      Elise Shelley, a Lead System Administrator at Universal Containers (UC) receives a requirement from his management, they want to develop an application for the user with the role of Direct Sales Director so that they can use it to add or remove followers/subscribers to Account records.

      Automation Champion Approach (I-do):

      First of all, I want to say thanks to Andrew Johnson for sharing his idea (7 years ago) and flow (Add follower to record), which he shared in the success community. In this blog, we will use Salesforce Flow to solve the above business requirement. My main aim is to show the various ways to use Salesforce Flow in your organization.

      While this can be solved using various automation tools like Apex, etc, we will use Screen Flow.

      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. A user can subscribe to a record or to another user.

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

      Posted in Chatter, Salesforce Flow, Screen Flow | 6 Comments | Tagged Add follower to record, Add subscriber, Add subscriber to record, adm 201 certification, adm 201 manuel, adm 201 training, Advance flow, App builder Exam, Call a Flow Quick Action, Decision element, EntitySubscription, flow, Flows, Follow Catter group, follow records, Lightning Flow example, New Flow, pass record id from quick action to Flow, Platfrom Developer exam, Platfrom Developer I, Record Create, Record Delete, Record Lookup, redirect url, remove follower, Remove follower to record, Remove subscriber to record, salesforce Admin exam, Salesforce Certified Sales Cloud Consultant, salesforce chatter, Salesforce Flow Best Practices, Salesforce Flow Example, Screen Flow Example, Service cloud
    • 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
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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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    • Salesforce Spring’21 Release Quick Summary
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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)
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