In the aforementioned articles, I have discussed the new Lightning Flow designer tool – introduced by Salesforce in Spring’19 release and some basics concepts of Flow – to help you better understand the elements of a flow designer. If you didn’t get a chance to read it yet, do it now! It will significantly improve your knowledge of Lightning Flow. Once you master the art of leveraging Lightning 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 Lightning Flow by making it more robust compared to the Lightning 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!
Publisher Actionslet you haveQuick actionsto be taken from a Chatter or Home page or Record detail pages. You can create an action like create records, update records and log calls directly in the feed. There are two ways to create actions in Salesforce, those are followings
In this article, I am going to discuss how to use a quick action from a Process. Let’s start with a business use case
Business Use case
Warren Mason is working as System administrator at Universal Containers (UC). His organization wants to auto creates a private Chatter group, whenever a campaign gets created. For Chatter group name they want to use campaign name.
Solution for the above business requirement
There are few solutions possible for the above business scenario. We will use Global Action (NewGroup)and Process Builder to solve the above business requirement. You can also use publisher action with process builder to create, update records or Log a Call purpose. The benefits of using Global or Object specific action with Process builder over Create a Record or Update Records action are following
Global or Object specific 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 use Dynamic Dates When Inserting or Updating a record
Currently, it’s not possible with Process Builder to Create a Record or Update Records action (Workaround is to use Custom Formula field)
It allows you to create Chatter Group or Notes
Currently, Process Builder doesn’t support Group, Note object
Currently, this is not possible with Process Builder (Workaround is to use Custom Formula field)
Follow the below instructions to create a Process for the above business requirement 1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder, it will redirect you to theProcess Managementpage 2. Click on the New button, Enter Name, API Name and click on the Save button, as shown in the following screenshot
Define Process Properties
3. Click onAdd Object, selectCampaign object and for the entry criteria, Select only when a record is created, as shown in the below screenshot and also click on theSave button
4. The next task is to add ProcessCriteria, To do this click on Add Criteria, enter Name, Type of action and set filter conditions (In this case set [Campaign].Name Is null False) and click on theSave button, as shown in the following screenshot
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 Quick Actions), and then fill out the fields to define the action, as shown in the following screenshot
Add action – Quick Actions
6. Once you are done, click on theSavebutton, it will redirect you to Process canvas. Finally, theProcesswill look like the following screenshot
Don’t forget to active the Process by clicking on theActivatebutton
It’s time to test this App
Now onwards if a business user creates a campaign, then Process Builder will automatically trigger and create a Chatter group.
Note: – I will suggest you to implement this first on your developer org test it and then move it to Production.