Automation Champion

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  • Tag: quick action

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

      Posted at 7:05 AM by Rakesh Gupta, on March 26, 2019

      Check out my previous articles: 

      • Want to be an Early Adopter of the New Flow Builder? Welcome Aboard!
      • Getting Started with Salesforce Flow Designer– Part 1 (Understand, Create & Use Variables in Flow)

      In the aforementioned articles, I have discussed the new Flow Builder tool – introduced by Salesforce in Spring’19 release and some basics concepts of Flow – to help you better understand the elements of a flow builder. If you didn’t get a chance to read it yet, do it now! It will significantly improve your knowledge of Salesforce Flow. Once you master the art of leveraging Salesforce Flow, you will be able to easily create an optimized flow!

      In this article, we will discuss the following topics:

      • What is a Screen Element?
      • What is the purpose of a Screen Element?
      • How to create a Screen Element?
      • Explore different ways to call Flow with Screen Element.

      What is a Screen element? 

      A Screen Element bestows power on Salesforce Flow by making it more robust compared to the Process Builder. You might be thinking how and why? Let’s see through a business use case.

      Business Use Case

      Edward Backhouse is working as System administrator at GurukulOnCloud. Edward received the following requirement from his manager – create a lead capture form which looks like the following screenshot: Read the rest of this entry!

      Posted in Salesforce Flow | 2 Comments | Tagged Custom button, Flow builder, Flow management, Inline Visualforce Page, Learning, Lightning Component, Lightning Flow, Lightning Flow Designer, Lightning Process builder, Process Automation, quick action, salesforce, Salesforce Flow, Salesforce Flow Example, Salesforce Flow use Case, Salesforce Ohana, salesforce release, Screen Element, training
    • Getting Started with Process Builder – Part 18 (Auto Creates a Private Chatter Group )

      Posted at 1:44 AM by Rakesh Gupta, on April 14, 2015

      Big Idea or Enduring Question:

      How do you auto-create a chatter group using Process Builder?

      Objectives:

      This blog post will help us to understand the following

      • Understanding Quick actions
      • How to use the quick action in Process Builder

      Business Use case

      Warren Mason is working as a System administrator at Universal Containers (UC). His organization wants to auto-create a private Chatter group, whenever an active campaign gets created. For Chatter group name they want to use the campaign name.  

      Automation Champion Approach (I-do):

      Actions allow users to perform certain activities very quickly – such as create records, update records, send an Email, log calls, call a Lightning component, execute Lightning Flow, and call a Visualforce page. With custom actions, users save precious time by getting quick access to important information. It also has the capability to pre-populate the data from the record.  

      There are two types of actions available to users: object-specific and global. 

      • Object-Specific Actions:- These actions have automatic relationships to other records. The actions let users quickly create or update records, send an Email, log calls, call Lightning components, execute Lightning Flow, and call a Visualforce page in the context of a particular object.
      • Global Actions – A System Administrator can create global actions in Setup. Then, s/he can put global actions anywhere on an object that supports actions. Using global actions, users can log calls, create records, send an email, call a Visualforce page, execute a Lightning component, and call Custom Canvas, all without leaving the page.

      While this can be solved using various automation tools like Apex or Flow, we will use Process Builder. This is not something that can be accomplished with Workflow Rules. The benefits of using Global or Object-specific action with Process Builder over create a record or update records action are the following: 

      Before proceeding, ahead, understanding the below-listed salesforce objects: 

      Action Create a Record or Update Records
      It allows you to set the Record Type without   hard code the ID Currently, you have to hard code the record ID
      It allows you to create Chatter Group or Notes Currently, Process Builder doesn’t support Group, Note object

      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 4 steps to solve Warren’s business requirement using Process Builder. We must: 

      1. Define process properties
      2. Define evaluation criteria
      3. Define process criteria
      4. Add action – quick actions 

      Step 1: Define Process Properties

      1. Click Setup.
      2. In the Quick Find box, type Process Builder.
      3. Select Process Builder, then click New.
      4. Name the Process and click the Tab button. The API Name will populate. 
      5. As a best practice, always input a description. 
      6. The process starts when A record changes.
      7. Click Save.

      Step 2: Define Evaluation Criteria

      1. Click on the Add Object node to begin selecting the evaluation criteria.
      2. Select the Campaign object from the dropdown list.
      3. Start the process when a record is created or edited.
      4. Click Save.

      Step 3: Define Process Criteria

      1. Click the Add Criteria node to begin defining the process criteria.
      2. Name the criteria.
      3. The criteria should execute actions when the conditions are met.
      4. Set Conditions
        1. Row 1
          1. Field: Campaign | IsActive
          2. Operator: Equals
          3. Type: Boolean
          4. Value: True
      5. Select All of the conditions are met (AND). 
      6. Click Advanced. 
      7. Select Yes to execute the actions only when specified changes are made to the record.
      8. Click Save.

      The reason why we would select the Yes checkbox for the question — Do you want to execute the actions only when specified changes are made to the record? — is to allow the Process Builder to execute the actions only if the record meets the criteria now, but the values that the record had immediately before it was saved didn’t meet criteria. This means that these actions won’t be executed when irrelevant changes are made.

      Step 4: Add Action – Quick Actions

      1. Below Immediate Actions, click Add Action.
      2. For Action Type, select Quick Actions. 
      3. Name the action.
      4. Filter Search By: Global Actions
      5. Type: Create a Record
      6. Action: NewGroup
      7. Set Quick Action Field Values:
        1. Row 1:
          1. Field: Name
          2. Type: Field Reference 
          3. Value: Campaign | Name
        2. Click Add Row
        3. Row 2:
          1. Field: Access Type
          2. Type: Picklist
          3. Value: Private
        4. Click Add Row
        5. Row 3:
          1. Field: Related Record ID
          2. Type: Field Reference 
          3. Value: Campaign | ID
      8. Click Save.

      Almost there! Once everything looks good, click the Activate button. 

      Note:- Before you activate your process, you will want to make sure that you have assigned data in the correct format because Process Builder obeys validation rules. If some fields are required by using validation rules, then make sure you have added those fields. Conversely, if some fields are required on the page layout, you can ignore those fields. 

      Proof of Concept

      Now onwards, if a business user creates a campaign and makes it active, then Process Builder will automatically trigger and create a Chatter group.

      1. Now create a new campaign (Demo Campaign 1), as shown in the following screenshot:
      2. Navigate back to the Groups tab and check the newly created chatter group.

      Formative Assessment:

      I want to hear from you!  

      What is one thing you learned from this post? How do you envision applying this new knowledge in the real world? 

      Let me know by Tweeting me at @automationchamp, or find me on LinkedIn.

      Author: - Rakesh Gupta
      
      Have feedback, suggestions for posts, or need more information about Salesforce online training offered by me? Say hello, and leave a message!

      Posted in Chatter, Process Builder, Spring'15 Release | 12 Comments | Tagged Add Criteria Proces builder, Auto creates Chatter Group, Chater Global action, Chatter and Process builder example, Chatter Object Specific Actions, Enable Process Builder, flow, Getting started with Process Builder, Global action with PB, Global action with Process Builder, How to activate Process builder, how to use Process builder, Lightning App, Lightning Process builder, PB, PB and Quick action, PB and Quick actions, Process Builder, Process builder and Chatter', Process Builder and Quick action, Process Builder and quick actions, Process Builder examples, Process Builder Salesforce, Process builder use case, quick action, Quick Action in Flow, Quick Action in Process Builde, Quick Action in Process Builder, Quick Actions, Quick Actions in Process Builder, salesforce chatter, Spring15 process builder, Spring15 Process builder enhancement, Update Records, Use a Quick Action, Using a Quick Action
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    • Recent Posts

      • Getting Started with Process Builder – Part 60 (Allow Anyone to Add or Remove User into Public Group or Queue)
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      • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
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