Automation Champion

Automating Salesforce One Click at a Time
Automation Champion
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  • Tag: Lightning Flow Designer

    • Getting Started with Salesforce Flow – Part 29 (Auto Select Automatically follow records that I create Checkbox)

      Posted at 11:16 PM by Rakesh Gupta, on December 2, 2020

      Big Idea or Enduring Question:

      • How can I auto-select Automatically follow records that I create checkbox for new users? 

      Objectives:

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

      • How you can follow a record on chatter 
      • Use Before-save Record-Triggered to update field(s)
      • Create an automation to update fields on the user object 

      Business Use Case 

      Brenda David is a System Administrator at Universal Containers (UC). She has received a requirement to develop automation that auto-select Automatically follow records that I create checkbox as soon as user record gets created. 

      Automation Champion Approach (I-do):

      In Chatter, you can follow the records and Chatter Groups. In this article, I will talk about how to follow the record and the automation around it. You can follow any record by navigating to a records detail page and clicking on the Follow button as shown below screenshot:

      Follow Records

      If you want to Automatically follow records that you create, to do that follow the below instruction

      • Click on My Settings | Chatter | My Feeds
      • Select Automatically follow records that I create checkbox, as shown in the following screenshot:

      There are a few possible solutions for the above business scenario. However, our purpose, in this blog, is to learn Flow and its advanced/new features. Therefore, we will use Before-save Record-Triggered Flow to solve the above business requirement.

      Before proceeding ahead, you have to understand the User object and some of its fields.  

      Field Name Details
      UserPreferencesEnableAutoSubForFeed When true, the user automatically subscribes to feeds for any objects that the user creates.

      Before discussing it, 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 2 steps to solve Brenda’s business requirement using Salesforce Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow | 3 Comments | Tagged Automatically follow records that I create, Before save flow, EmailPreferencesAutoBcc, FederationIdentifier, flow, flow builder in salesforce, flow builders, Follow Chatter Group, follow records, Global Constant, IsPortalEnabled, Lightning Flow, Lightning Flow Designer, lightning flows in salesforce, New Flow, Pilot program, ReceivesAdminInfoEmails, Record Create, Record Delete, Record Lookup, sales force automation software, salesforce, salesforce automation, salesforce automation tools, Salesforce Flow, Salesforce Flow Example, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, Url, User, user object, UserPreferences, UserPreferencesEnableAutoSubForFeed, UserPreferencesTaskRemindersCheckboxDefault
    • Getting Started with Salesforce Flow – Part 6 (A Christmas Present – Schedule an Autolaunch Flow!)

      Posted at 7:50 AM by Rakesh Gupta, on November 20, 2019

      Let us continue with my Salesforce Flow, ‘Getting Started’, series. We discussed how different types of Flows enable you to minimize code usage. Until the Winter’20 release, Scheduling Autolaunched Flows was out-of-scope. No more!

      As we all know, before the Winter’20 release, autolaunched Flows could only be launched using Process Builder or Apex. But, that was before! Let us open our present, shall we?

      What are Scheduled flows?

      Before we unwrap, let us understand what Scheduled Flows are. Scheduled Flows are not triggered by an Event on the data; they simply run when a scheduled time arrives.

      Scheduled Flows run as follows:

      • Once (On a particular date and time)
      • Daily (On a particular date and time)
      • Weekly (On a particular date and time)

      The best part about Scheduled Flows is that it allows you to specify an Object and a filter to only run for a set of records.

      Blog 6.2

      Remember, when a Flow starts, a Flow interview runs for each record that matches the filter criteria – no looping is required. The matching record is stored in the $Record global variable, so you can reference the variable, or its fields, throughout your flow.

      Why do we need Scheduled flows?

      Do you have Flows that are launched from Process Builder every time a record is created or edited – even though you need them to run only once a day or once a week (like Scheduled Apex provides)? If you had such requirements before winter’20 release, you would have to write Apex code. Or, you would have messed-up your Salesforce org with many unwanted Processes or Flows.

      Scheduled Flows provide you the flexibility to run auto-launched Flows on scheduled time (Like daily, weekly or once). Yes, now you have one more way to solve your business needs using clicks not code! Read the rest of this entry!

      Posted in Salesforce Flow, Schedule-Triggered Flow | 3 Comments | Tagged auto-launched Flows, Automated Process, Flow Designer, Flow management, Lightning Experience, Lightning Flow Designer, monitor Flows, Process Builder, salesforce, Salesforce Flow, Salesforce Flow Example, Salesforce Ohana, Scheduled Flow job, 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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    • Learning Flow
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    • 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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