Automation Champion

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  • Tag: Lightning Flow Builder

    • Getting Started with Salesforce Flow – Part 33 (Prior Value of a Record in Record-Triggered Flows)

      Posted at 10:35 AM by Rakesh Gupta, on December 12, 2020

      To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 53 (Field history tracking for Multi-Select Picklist).

      Big Idea or Enduring Question:

      • How do you track what has been changed on a Multi-Select picklist? 

      Tracking field history is an out-of-the-box feature to track value changes in a field. You can select certain fields to track and display the field history in the History related list of an object. The field history data is retained for up to 18 months. Note that the Long text area, Rich text area, and Multi-select Picklist fields are tracked as edited, but their old and new field values are not captured when the record is updated. History tracking capture the following information:

      • Prior value 
      • Current value
      • Who has done the changes
      • When it was changed

      Objectives:

      After reading this blog, you’ll be able to: 

      • Understand how to track field value changes for Multi-select picklist
      • Use After-save Record-Triggered Flow to create a record
      • Access the prior value of a record in the record-triggered flow

      Business Use Case

      Pamela Kline is working as a System administrator at Universal Containers (UC). She has received a requirement to enable field history tracking for multi-select picklist (Country) on the Lead object, also capture country old and new values.

      Country - Multi-select picklist

      Automation Champion Approach (I-do):

      There are multiple ways to solve the above business requirement. You can either use Apex trigger, Salesforce Flow, Process Builder, and more. To solve this requirement, we will use the After-save Record-Triggered Flow. 

      Salesforce now (After Spring’21 Release) allows you to add access to the PRIOR Value of a record in the Salesforce Flow, similar to the Process Builder. This is a major enhancement that will ultimately bring Flow to the next level. 

      After selecting the object Salesforce will automatically create a record variable ($Record__Prior) of the type selected object. Now you can refer to it anywhere in the flow. 

      Before diving further, 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 Pamela’s business requirement using Process Builder. We must: Read the rest of this entry!

      Posted in Salesforce Flow | 3 Comments | Tagged Flow builder, Lightning Flow Builder, Prior Value in Flow, Prior Value of a Record in Record-Triggered Flows, Salesforce Flow
    • Getting Started with Salesforce Flow – Part 5 (Dynamic Flow Screen – What is Not to Love?)

      Posted at 8:38 AM by Rakesh Gupta, on October 15, 2019

      Let us continue with my Salesforce Flow, ‘Getting Started’, series. A few months ago, I published an article to help you better understand Flow screen elements by taking a real-time example. In that blog, we discussed how to create a static Flow screen – A Static Flow screen always displays previously added fields. 

      If you didn’t get a chance to read it yet, do it now! It will significantly improve your knowledge of Salesforce Flow. 

      • Getting Started with Salesforce Flow Designer – Part 2 (Do You Know How Screen Element Bestows Power on Flow Builder?!)

      Let us take our knowledge of Flow a notch up! Let us learn how to create a dynamic Flow screen. 

      Business Use Case

      Edward Backhouse is working as a System administrator at GurukulOnCloud. Edward’s Manager requested him to create a form that looks like the following screenshot:
      Screen Shot 2019-10-11 at 1.10.18 AM

      Edward has to accommodate one more requirement – display a ‘Street’ field whenever the City is Mumbai; or else, don’t display the ‘Street’ field. Read the rest of this entry!

      Posted in Salesforce Flow | 2 Comments | Tagged auto-launched Flows, Automated Process, Dynamic Flow Screen, Dynamic Screen, Filter FLow, Flow builder, Flow management, Lightning Component, Lightning Experience, Lightning Flow Builder, Lightning Flow Designer, monitor Flows, Process Automation Setting, Process Builder, salesforce, Salesforce Flow, Salesforce Ohana, Scheduled Flows, Scheduled Jobs, Winter 20 release
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
      • Streamline Data Collection with Salesforce-Connected Forms
      • Getting Started with Salesforce Flow – Part 56 (Merge Chatter Topics with the Help of Salesforce Flow)
      • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
      • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
    • Salesforce ID Converter Build on Lightning Flow

      Converting 15 digit ID to 18 digit Salesforce ID
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  • Top Posts

    • Learning Flow
    • Learning Process Builder
    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
    • Salesforce Spring’21 Release Quick Summary
    • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
    • Getting Started with Salesforce Flow – Part 4 (Need to Redirect a User to a New Record?)
    • Getting Started with Salesforce Flow – Part 10 (Launch a Flow from an Object-Specific Action)
    • Getting Started with Process Builder – Part 30 (Auto-generate Renewal Opportunity With Line Items)
    • Getting Started with Salesforce Flow – Part 33 (Prior Value of a Record in Record-Triggered Flows)
    • Getting Started with Salesforce Flow – Part 1 (Understand, Create & Use Variables in Flow!)
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