Automation Champion

Automating Salesforce One Click at a Time
Automation Champion
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  • Tag: Opportunity

    • Getting Started with Salesforce Flow – Part 52 (Salesforce Flow Game Changer For Salesforce Admins and Developers)

      Posted at 1:00 AM by Rakesh Gupta, on January 2, 2021

      Big Idea or Enduring Question:

      Many of us are unaware of the power of Salesforce Flow (aka Lightning Flow). It allows you to minimize the code used in your organization by using flow. It’s a tool whereby drag and drop you can build an awesome screen without writing a single line of code. You can even insert, update, Delete a record in Salesforce, all you can do without writing code even Salesforce administrator can use flow very easily.

      Business Use Case

      Warren Mason, Gurukul on Cloud (GoC) awesome System Administrator, received the following requirement – business wants to update remaining opportunities to Closed lost except for the one whose stage is just updated to Closed won for the same account.

      Automation Champion Approach (I-do):

      While this can be solved using various automation tools like Apex, etc, we will use Screen Flow. 

      Before proceeding ahead, you have to understand how account and opportunity are connected. If an opportunity has AccountId populated means, it is connected to an account.

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

      Posted in After-Save Flow, Salesforce Flow | 23 Comments | Tagged Advanced flow Training, Cloud Flow Designer Workbook, flow, Flow training, getting Started with Flow, Lightning Flow, Lightning Flow Training, New Flow, Opportunity, salesforce, Salesforce Flow, Start with Lightning Flow, Strat with Flow, Visual flow, Visual workflow
    • Getting Started with Salesforce Flow – Part 40 (Email-to-Lead with the Help of Salesforce Flow)

      Posted at 2:51 PM by Rakesh Gupta, on December 17, 2020

      Big Idea or Enduring Question:

      How to utilize the Flow and set up email-to-lead in salesforce? 

      Salesforce Flow is a powerful feature provided by Salesforce to minimize the code in your organization. By using it you can create, update, delete records everything just drags and drop. With the recent enhancements (Record-triggered Flow, Schedule-triggered Flow) Salesforce giving more power to admins to create automation with NO code.

      Salesforce provides web-to-email features that allow organizations to capture leads from their website. At the same, Salesforce doesn’t offer the email-to-lead feature. There are a few apps available on AppExchange for this purpose. In this article, we will create an automation that allows users to create a lead by sending an email to a specific email address.

       Objectives:

      After reading this blog post, you will be able to understand:

      • When should you use Before-save vs after-save record-triggered flow?
      • How to setup Email-to-case in Salesforce 
      • Use After-save Record-Triggered Flow to create a record
      • Use After-save Record-Triggered Flow to delete a record

      Business Use case

      Corey Eridon is working as a System Administrator at Universal Containers (UC). He has received a new requirement to implement email-to-lead for the organization so that when sales reps send an email to leadstosalesforce@gurukuloncloud.com, it will automatically create a lead in Salesforce. Make sure to assign the lead to the sales rep who sent the email. 

      Automation Champion Approach (I-do):

      Salesforce now 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 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. Check out this article to understand why we are using after-save record-triggered flow for this scenario. 

      Before going ahead, take a moment here to understand how email-to-case captures the data from email and stores it in the case record. 

      Field Name Case Fields
      Email Subject Subject
      Email Body Description
      Email Web Email
      Name Web Name

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

      Posted in Sales cloud, Salesforce Flow | 8 Comments | Tagged Add Scheduled Path to Flow, Add Scheduled Paths, After-save flow After save flow, After-save Record-Triggered Flow, Case Origin, create lead from email, Email Services Address, email to lead salesforce, email to lead setup salesforce, email-to-case, email-to-case in Salesforce, email-to-case Lightning Flow Flow, email-to-case setting, email-to-case setting Salesfore, email-to-case using Flow, Email-to-lead, flow, Flow builder, flow builder in salesforce, flow builders, flow trigger, Lead, Lightning Flow, lightning flows in salesforce, New Flow, Opportunity, Record Create, Record Delete, Record Lookup, sales force automation software, salesforce, salesforce automation, salesforce automation tools, Salesforce Flow, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, Time based action to Flow
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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
    • Salesforce Spring’21 Release Quick Summary
    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
    • Getting Started with Process Builder - Part 1 (Automatically Create a record)
    • Getting Started with Salesforce Flow – Part 4 (Need to Redirect a User to a New Record?)
    • Getting Started with Salesforce Flow – Part 41 (Create a Survey Using Flow? Why Not?!)
    • Add Record to Multiple Chatter Groups - Parsing Multi-Select Picklist fields (Flow)
    • Getting Started with Salesforce Flow – Part 33 (Prior Value of a Record in Record-Triggered Flows)
    • Getting Started with Salesforce Flow – Part 31 (Auto Submit Record into Approval Process with Flow)
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