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  • Tag: loop

    • Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)

      Posted at 9:01 AM by Rakesh Gupta, on April 13, 2021

      Big Idea or Enduring Question:

      How do you provide a way to clone Chatter group with members to your users? 

      Chatter Group is primarily geared towards boosting collaboration among users within an organization. Similar to a public group, a Chatter group comprises a set of users. Indeed, one can add unlimited users to a Chatter Group.

      Some time you or users want to quickly create a Chatter group by cloning an existing Chatter Group. There are a few apps available on AppExchange for this purpose, but nothing comes out of the box. This article will create a screen flow that allows users to quickly create a Chatter group by cloning an existing Chatter group.

      I have written a few articles on automating Chatter Group and automation. Why not check them out while you are at it?! 

      1. Getting Started with Salesforce Flow – Part 26 (Automatically Add a Record to Chatter Group)
      2. Getting Started with Salesforce Flow – Part 34 (Post Opportunity Details to a Chatter Group)
      3. Getting Started with Salesforce Flow – Part 46 (Is Your Chatter Group Data Clean? No? Use Flow to Do So!)
      4. Getting Started with Process Builder – Part 18 (Auto Creates a Private Chatter Group )
      5. Getting Started with Process Builder – Part 24 (Automatically Add User to Chatter Group)
      6. Getting Started with Process Builder – Part 82 (Recipes for Automating Chatter Group Management)
      7. Getting Started with Process Builder – Part 92 (Streamline the Process of Auto-Adding Chatter Group Members to Public Group!)

      Objectives:

      This blog post will help us to understand the following

      • Use a Screen a flow to take the user input to create a Chatter Group 
      • Learn how to work with the picklist component (Screen Flow)
      • Learn how to use a Decision element to find whether a Record variable or a Record collection variable contains a record
      • Find out how to use the Loop element to extract records from a record collection variable.
      • And, last but not least, discover how to use the Create Records element to create multiple records (add user to new chatter group) at once (Bulk Safe)

      Business Use Case

      Brenda David is working as a System administrator at Universal Containers (UC). She has received a requirement from the management to create a wizard that allows users to create a Chatter Group with members by cloning them quickly.

      Automation Champion Approach (I-do):

      While this can be solved using various tools:
      1. Lightning Web Component 
      2. Apex Code
      3. Data Loader
      4. AppExchange App

      We will use Salesforce Flow to solve it. 

      Before proceeding, ahead, understanding CollaborationGroup and CollaborationGroupMember objects in Salesforce. It represents Represents a member of a Chatter group.

      Field Name Details
      CollaborationGroupId ID of the associated CollaborationGroup
      MemberId ID of the group member
      NotificationFrequency The frequency at which Salesforce sends Chatter group email digests to this member. Can only be set by the member or users with the Modify All Data permission. The valid values are:

      • D—Daily
      • W—Weekly
      • N—Never
      • P—On every post

      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 Brenda’s business requirement using Screen Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow, Screen Flow | 8 Comments | Tagged ADM 201, adm 201 certification, adm 201 salesforce, admin release exam, Advance flow, Advanced Flow Examples, App Builder certification, Assignment, Assignment in flow, Call Flow via Action, Chatter, Chatter Group, Chatter Group Clone, Chatter Group Clone with members, Chatter Group Clone with Membership, Chatter Group Cloning, Clone Chatter Group, Clone Chatter Group Membership, Clone Chatter group with members, Cloning Chatter Groups, Cloning of Chatter Group, Cloning of Chatter groups, Cloning of Chatter groups with members, Cloud Flow Designer Workbook, Create record through flow, dynamic choice, dynamic choice picklist, flow, flow builder in salesforce, flow builders, Flow examples, Flow exmple, Lightning Flow, Lightning Flow Examples, lightning flows in salesforce, loop, Loop in flow, Making a Dynamic Choice, New Flow, Path2CTA, Picklist Choice Set, Radio Choice Set, Record Create, Record Create in flow, Record Lookup, Record lookup in flow, sales force automation software, salesforce, Salesforce Architect, salesforce automation, salesforce automation tools, salesforce chatter, Salesforce Chatter Group, Salesforce Flow Example, Salesforce Flow trainer, Salesforce Flow training, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, Salesforce Solution Architect, Screen, Screen Flow Example
    • Getting Started with Salesforce Flow – Part 32 (Preschedule Chatter Posts)

      Posted at 10:25 AM by Rakesh Gupta, on December 11, 2020

      Big Idea or Enduring Question:

      How do you allow your users to preschedule Chatter posts?  

      Chatter is a great way to boost collaboration in your organization. You can Post Status, Links, Files, and Comments on others’ posts, etc. Many time I found on Trailblazer community people is asking about a way to Preschedule Chatter Posts. But Salesforce doesn’t have any out-of-the-box feature for this, so the next way is to use the AppExchange app.

      In this article, I will show, how you can develop your own app for scheduling Chatter Posts too without code.

      Objectives:

      After reading this blog post, the reader will be able to:

      • Use After-save Record-Triggered Flow to create a record
      • Use After-save Record-Triggered Flow to delete a record(s)
      • Add a Scheduled Paths action in After-save Record-Triggered Flow
      • Monitor Time-based flow queue

      Business Use case

      Pamela Kline is working as a System administrator at Universal Containers (UC). She has received a requirement from the management to allow their users to preschedule Chatter posts. Which will help them to schedule posts ahead of time, for example, birthday wishes, or other important announcements. 

      Automation Champion Approach (I-do):

      Salesforce now (After Spring’21 Release) allows you to add time-dependent actions in the Flows, similar to the Process Builder. This is a major enhancement that will ultimately bring Flow to the next level. 

      There are few solutions possible for the above business scenario, but we’ll use After-save Record-Triggered Flow to solve it. 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 the FeedItem object. It represents an entry in the feed, such as changes in a record feed, including text posts, link posts, and content posts.

      Field Name Details
      Body This is the message that appears in the feed.
      ParentId The ID of the object type to which the is related. For example, set this field to a UserId to post to someone’s profile feed, or a GroupId to post to a specific Group.
      Type The type of feed item. In our case it’s Textpost.

      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 2 steps to solve Pamela’s business requirement using After-save Record-Triggered Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow | 4 Comments | Tagged Advance flow, Chatter, Chatter Group, Chatter Post schedule, CollaborationGroupMember, Con 201, Create record through flow, Decision element, Dropdown List, dynamic choice, Fast Create, fast delete, Fast lookup, FeedItem, flow, Flow builder, Flow examples, Flow exmple, loop, New Flow, Preschedule Chatter Posts, Record Create, Record Delete, salesforce, Salesforce Flow, schedule Chatter Posts, Textpost
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      • Getting Started with Process Builder – Part 60 (Allow Anyone to Add or Remove User into Public Group or Queue)
      • Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)
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