Automation Champion

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Automation Champion
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  • Tag: headless flow

    • 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
    • Getting Started with Salesforce Flow – Part 36 (Automatically Add a New Users to a Chatter Group)

      Posted at 9:48 PM by Rakesh Gupta, on December 2, 2020

      To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 24 (Automatically Add User to a Chatter Group).

      Big Idea or Enduring Question:

      How do you automatically add users into a Chatter Group? 

      Objectives:

      This blog post will help us to understand the following

      • Use After-save Record-Triggered Flow add users to a chatter group
      • Add a Time-dependent action in After-save Record-Triggered Flow
      • What is a MIXED DML error and how to avoid it?
      • Monitor Time-based flow queue

      Business Use case

      Brenda David is working as a System administrator at Universal Containers (UC). Her next assignment is to create a process to auto add a new user to Chatter Group (UC Internal Announcements).

      Automation Champion Approach (I-do):

      The process of creating a new user can involve many steps that have to be repeated for each person. This can become time-consuming for admins. However, this process can be made easier with automation.

      While this can be solved using various automation tools like Apex or Process Builder, 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, understanding CollaborationGroupMember objects in Salesforce. It represents a member of a Chatter group.

      Field Name Details
      CollaborationGroupId Represent Id of the Chatter Group
      MemberId Represent Id of the User (Group member)

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

      Posted in Chatter, Salesforce Flow | 92 Comments | Tagged Add Member into Chatter group, Add Member into Chatter group Salesforce1, Add Memeber into chatter Group, Add new user to Chatter Group, ADM 201, adm 201 certification, adm 201 salesforce, admin release exam, Advance flow, After-save flow After save flow, Auto add new user to Chatter Group, Auto add new user to Chatter Groups, Automatically add individuals to Chatter Group upon provisioning new user, Automatically Add New User to Chatter Group, Automatically Add New User to Chatter Group Salesforce, Chatter Group, Cloud Flow Designer Workbook, CollaborationGroupId, CollaborationGroupMember, Create record through flow, Evaluate the rule when a record is, flow, Flow builder, flow builder in salesforce, flow builders, Flow Decision Guide, Flow examples, Flow exmple, flow trigger, headless flow, Launch flow from Process Builder, Lightning Flow, lightning flows in salesforce, Mixed Dml, MIxed DML Error, Mixed DML Flow, Mixed DML Soution, New Flow, New User Creation, Process Builder, Process Builder example, Record Create, sales force automation software, salesforce, salesforce automation, salesforce automation tools, Salesforce Chatter Group, Salesforce Flow, salesforce flows, salesforce lightning flow, salesforce lightning flow examples
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      • Getting Started with Salesforce Flow – Part 56 (Merge Chatter Topics with the Help of Salesforce Flow)
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      Converting 15 digit ID to 18 digit Salesforce ID
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    • Getting Started with Salesforce Flow – Part 48 (Add a Topic to Multiple Records)
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