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  • Tag: Launch flow from Process Builder

    • Getting Started with Salesforce Flow – Part 26 (Automatically Add a Record to Chatter Group)

      Posted at 8:30 PM by Rakesh Gupta, on December 3, 2020

      Big Idea or Enduring Question:

      How do you automatically remove records from the Chatter Groups?

      Salesforce allows you to add a record to Chatter Groups, which means you can now collaborate and discuss the records as a team in the group. You can only add Account, Contact, Contract, Campaign, Case, Lead, Opportunity, and Custom object records to chatter groups. 

      Objectives:

      After reading this article, the reader will be able to:

      • Use After-save Record-Triggered Flow to add the newly created opportunities to chatter Group
      • How to refer custom label in After-save Record-Triggered Flow
      • 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 from the management, whenever an Opportunity is created or updated with an amount greater than $ 100,000, then automatically it to Chatter Group (UC Internal Announcements).

      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. 

      Let’s take a pause here, familiar yourself with the CollaborationGroupRecord Object in Salesforce. It represents the records associated with Chatter groups.

      Field Name Details
      RecordId It represents the Id of the record associated with Chatter Group.
      CollaborationGroupId The ID of the Chatter group.

      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 Salesforce Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow | 11 Comments | Tagged Add new record to Chatter Group, Add Records to Chatter Group, Advance flow, Auto Add new record to Chatter Group, Auto Add Records to Chatter Group, Chatter and Flow, Chatter and Visual workflow, Chatter and Visual workflow example, Chatter Group, CollaborationGroupRecord, Flow builder, Flow Example, Flow varibale, Launch a Flow, Launch flow from PB, Launch flow from Process Builder, Opportunity, Process Builder, Record Create in flow, Records to Chatter Group, salesforce chatter, Salesforce Flow, Salesforce Flow Example, Set as start point flow, Spring'15 Release Salesforce, Universal container
    • 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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    • 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)
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      • Getting Started with Salesforce Flow – Part 51 (Add a Flow to a Lightning Page)
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      Converting 15 digit ID to 18 digit Salesforce ID
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    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
    • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
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