Posted at 1:35 PM by Rakesh Gupta, on June 24, 2020
–> Special thanks to Arnab Bose (VP, Product Management at Quip) and his team for providing Quip Enterprise access to me.
Quip not only helps Sales teams to organize their work and integrate seamlessly with Salesforce. But, it also empowers the teams to be consistent, foster collaboration, and remain focused.
Quip is not only a collaboration tool but, it also has the capability to create slides, excel,sheets and connect with live apps, including Salesforce. Administrators can create a template, like a pre-sale discovery call, that everyone can use. The templates enable users to start a page with pre-populated values for a specific account, opportunity or a record for any object. Furthermore, users can take this a step further by creating templates with a set of filters like deal size, industry or add live apps like TaskRay into it. You can learn more about Quiphere.
WithSummer’19you can auto-createa Quip Folder, document and add it to a record based on your business requirement. No need to create a Quip document first and then, manually associate it with a record.
Let’s take a business use case to understand the concept – how can one auto-create a quip document and associate it to a record?
Business Use case
Suzanne Schneider is working as a System Administrator at Gurukul on Cloud (GoC). Suzanne is an experienced Salesforce Administrator and is proficient at using automation to eliminate manual processes.
Users at GoC use Quip document at the account level to improve reps’ productivity. However, they face the following challenge – whenever an account owner creates an account with TypeTechnology Partner, s/he has to manually perform the following tasks related to Quip:
Create a Folder in Quip for each new account.
Create a separate Quip document for each new account.
Associate the quip document to the account.
Let us help Suzanne to automate the above business requirement.
Posted at 8:45 PM by Rakesh Gupta, on April 15, 2019
Chatter is agreat way to boost collaboration in your organization.In this articleGetting Started with Process Builder – Part 13 (Post to Chatter), I had discussed a use case, whenever an event is created for the public calendar post its detail to a Chatter Group using theProcess Builder. Process Builder allows us to posts a message to a specified feed, such as to a Chatter group, a user’s feed or a lead record. This article goes a step ahead and explains, how someone uses Flow and Process Builder to post to Chatter Feed of Related Record. Let’s start with a business use case
Business Use case
Donna Serdula is working as System administrator at Universal Containers. She has received a requirement to post Opportunity details (with Opportunity link) to the related Account’s feed, whenever an Opportunity gets created with an amount greater than $100k.
Solution for the above business requirement
There are a few possible solutions for the above business scenario, but I’ll use Process Builder and Flowto solve it. Before proceeding, you have to understandFeedItemobjects in Salesforce. It represents an entry in the feed, such as changes in a record feed, including text posts, link posts, and content posts. Follow the below instructions to solve the above business requirement
1.Click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows 2.Click onNew Flow, it will open the Flow canvas for you. Now create few Text variables,as shown in the following screenshots
VarAccountID
VarAccountID
VarOpportunityID
VarOpportunityID
VarOpportunityName
VarOpportunityName
3. The next step is to post a message (Type: – Link Post) to Account Feed, for this we will useRecord Createelement. Drag-and-drop Record Create element (Enter the name Post to Chatter) onto the canvas and map the fields according to below details
Select object FeedItem
Body= An Opportunity gets created with amount more than 100K
LinkUrl= https://na17.salesforce.com/{!VarOpportunityID} [replace na17 with your Salesforce instance. In case if you want to dynamically fetch your Salesforce instance name then use Record Lookup as shown in the following screenshot]
Find Your Instance Name
ParentId= {!VarAccountID}
Title= {!VarOpportunityName}
Type= LinkPost, as shown in the below screenshot
Record Create – Create a LinkPost
Finally, yourFlowwill look like the following screenshot
4. Save your flow with namePost to Chatter Feed of Related Recordand close the canvas. Don’t forget to Activatethe Flow.
Launch a Flow from Process Builder
Our next task is to create a Process Builder on theOpportunity object to launch a Flow. To create a Process Builder on theOpportunity object follow the below instructions
1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder
2. To create a new process from scratch, click on theNew Button available on Process management page. A popup will appear where you have to enter the Name (Use Post to Chatter Feed of Related Record PB as name), API Name and Description as shown in the below screenshot
Define Process Properties
3. Click onObjectnode to add object and then selectOpportunity object. For the entry criteria, Select onlywhen a record is created, as shown in the below screenshot. Once you’re done, click on theSave button
Evaluation Criteria
4. The next task is to add ProcessCriteria. To do this click on Add Criteria, enter Name, Type of action and set filter conditionsas shown in the following screenshot.
[Opportunity].AccountId Is null Boolean False
[Opportunity].Amount Greater than or equal Currency $100,000.00
Process Criteria
5. The next step is to addan Immediate action to Process. Click onAdd Action(Under Immediate actions), Select the type of action to create (In our case Flows), and then fill out the fields to define the action, as shown in the following screenshot
Add action – Flows
6. Once you are done, click on theSave button, it will redirect you to Process canvas. Finally, theProcess will look like the following screenshot
Don’t forget to active the Process by clicking on the Activatebutton.
It’s time to test the Flow and Process
1) Navigate to the Opportunity tab, create a new Opportunity with an amount 200k and link it to an existing account
New Opportunity
2) Now navigate to the Account tab, then open the account that is linked to the Opportunity, which wascreated in the Previous step. It will look like the following screenshot
Post to Chatter Feed of Related Record
Note: – I will suggest you to implement this first on your developer org, test it and then move it to production.
