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  • Tag: Follow Catter group

    • 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 | 9 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
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