Posted at 9:43 AM by Rakesh Gupta, on August 12, 2020
The last thing you want your Sales teams to do is to get ensnared in manual – or procedural – activities; they are your horsepower, free them up to do what they do best – Sell! Does that mean activities – not directly related to selling – can be eschewed? Far from it!
Let us have our cake and eat it too – think automation!!
Multiple research affirms the positive impact of automation on the bottom line! By leveraging automation, we can ensure that activities – not directly related to sales – get done without burdening your sales team.
Let us take a simple use case – generating a quote PDF whenever a customer is ready to receive a formal proposal containing the most current pricing information and product quantities. To generate a quote pdfshould not require salespeople to click a button! And, thanks to Process Builder, we can make that a reality!
Objectives:
After reading this blog, you’ll be able to:
Understand what a Quote is
Use filters and conditions to design a process
Understand the Apex callout process in Process Builder
Business Use case
Martin Jones is a System Administrator at Gurukul on Cloud (GoC). He received a requirement to auto-generate a quote pdf whenever a quote gets created (only if Opportunity amount is greater than 0) so that salespeople can spend less time in Salesforce and more time selling.
What is a Quote?
A quote is a detailed list – of products or services with prices, shipping and billing addresses, payment terms and taxes, etc. – that is sent by a seller to a prospective buyer. Quotes usually have different statuses (Draft, In Review, Presented, Approved, Rejected, or Cancelled) depending on the stage of the sales process.
As of Summer’20 release, salespeople had to manually generate a quote pdf by clicking on the Generate PDF button. We can do better than that as automation champions – let us automate this process.
Automation Champion Approach (I-do):
Usually, with Salesforce, multiple approaches are available to solve a business requirement. Choose the ones that are simple, straight forward, and consume fewer resources.
Similarly in this scenario, either use Apex trigger or a combination of Flow and Process Builder.Read the rest of this entry!
Posted at 8:45 PM by Rakesh Gupta, on April 15, 2019
Chatter is agreat way to boost collaboration in your organization.In this articleGetting Started with Process Builder – Part 13 (Post to Chatter), I had discussed a use case, whenever an event is created for the public calendar post its detail to a Chatter Group using theProcess Builder. Process Builder allows us to posts a message to a specified feed, such as to a Chatter group, a user’s feed or a lead record. This article goes a step ahead and explains, how someone uses Flow and Process Builder to post to Chatter Feed of Related Record. Let’s start with a business use case
Business Use case
Donna Serdula is working as System administrator at Universal Containers. She has received a requirement to post Opportunity details (with Opportunity link) to the related Account’s feed, whenever an Opportunity gets created with an amount greater than $100k.
Solution for the above business requirement
There are a few possible solutions for the above business scenario, but I’ll use Process Builder and Flowto solve it. Before proceeding, you have to understandFeedItemobjects in Salesforce. It represents an entry in the feed, such as changes in a record feed, including text posts, link posts, and content posts. Follow the below instructions to solve the above business requirement
1.Click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows 2.Click onNew Flow, it will open the Flow canvas for you. Now create few Text variables,as shown in the following screenshots
VarAccountID
VarAccountID
VarOpportunityID
VarOpportunityID
VarOpportunityName
VarOpportunityName
3. The next step is to post a message (Type: – Link Post) to Account Feed, for this we will useRecord Createelement. Drag-and-drop Record Create element (Enter the name Post to Chatter) onto the canvas and map the fields according to below details
Select object FeedItem
Body= An Opportunity gets created with amount more than 100K
LinkUrl= https://na17.salesforce.com/{!VarOpportunityID} [replace na17 with your Salesforce instance. In case if you want to dynamically fetch your Salesforce instance name then use Record Lookup as shown in the following screenshot]
Find Your Instance Name
ParentId= {!VarAccountID}
Title= {!VarOpportunityName}
Type= LinkPost, as shown in the below screenshot
Record Create – Create a LinkPost
Finally, yourFlowwill look like the following screenshot
4. Save your flow with namePost to Chatter Feed of Related Recordand close the canvas. Don’t forget to Activatethe Flow.
Launch a Flow from Process Builder
Our next task is to create a Process Builder on theOpportunity object to launch a Flow. To create a Process Builder on theOpportunity object follow the below instructions
1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder
2. To create a new process from scratch, click on theNew Button available on Process management page. A popup will appear where you have to enter the Name (Use Post to Chatter Feed of Related Record PB as name), API Name and Description as shown in the below screenshot
Define Process Properties
3. Click onObjectnode to add object and then selectOpportunity object. For the entry criteria, Select onlywhen a record is created, as shown in the below screenshot. Once you’re done, click on theSave button
Evaluation Criteria
4. The next task is to add ProcessCriteria. To do this click on Add Criteria, enter Name, Type of action and set filter conditionsas shown in the following screenshot.
[Opportunity].AccountId Is null Boolean False
[Opportunity].Amount Greater than or equal Currency $100,000.00
Process Criteria
5. The next step is to addan Immediate action to Process. Click onAdd Action(Under Immediate actions), Select the type of action to create (In our case Flows), and then fill out the fields to define the action, as shown in the following screenshot
Add action – Flows
6. Once you are done, click on theSave button, it will redirect you to Process canvas. Finally, theProcess will look like the following screenshot
Don’t forget to active the Process by clicking on the Activatebutton.
It’s time to test the Flow and Process
1) Navigate to the Opportunity tab, create a new Opportunity with an amount 200k and link it to an existing account
New Opportunity
2) Now navigate to the Account tab, then open the account that is linked to the Opportunity, which wascreated in the Previous step. It will look like the following screenshot
Post to Chatter Feed of Related Record
Note: – I will suggest you to implement this first on your developer org, test it and then move it to production.
