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  • Tag: Record Lookup

    • Getting Started with Salesforce Flow – Part 54 (Auto-follow a Chatter Question After Reply)

      Posted at 5:31 PM by Rakesh Gupta, on January 19, 2021

      Big Idea or Enduring Question:

      How do you ensure a user is notified about additional replies to a Chatter Question she answered?

      With Chatter Questions, users can ask questions in their Chatter feed, in groups, and in records. Select Question from the Chatter publisher’s action menu, or click the Question tab. After a question is asked, moderators and the person who asked the question can select the best answer. The best answer is prominently displayed in the feed, allowing other users to quickly and easily find the information they need.

      Your users can organize their information with the question title and details about their question. They can ask the question to their followers, to a group, or to a specific person, as they can with other Chatter feed items. 

      In the past, I have written a few articles on automating Questions and automation. Why not check them out while you are at it?! 

      1. Getting Started with Process Builder – Part 29 (Auto Remove Followers from Questions with best replies)

      Objectives:

      After reading this article, you will be able to:

      • Use Flow to identify if a user is already following a question
      • If the user is not following the question, add the user as a follower
      • Automatically trigger a Flow upon a question being answered

      Business Use Case 

      Universal Containers is using Chatter Questions for their Internal support. When users answer questions, they don’t remember to go back and check for subsequent questions or feedback. Leadership has reminded everyone to follow the questions they answer, but people don’t usually remember. Therefore, Leadership has asked Steven Greene, a Lead System Administrator to come up with a solution so users are always added as followers to questions they answer.

      Automation Champion Approach (I-do):

      There are a few possible solutions for the above business scenario, but I’ll use After-save Record-Triggered Flow to solve the business requirement. 

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

      Let’s take a pause here, familiar yourself with the QuestionSubscription Object in Salesforce. It represents a subscription for a user following a Question.

      Field Name Details
      QuestionId The Id of the Question which the user is following.
      SubscriberId The Id of the User who is following the Question

      Whereas Reply represents a reply that a user has submitted to a question in an answers community. 

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

      Posted in After-Save Flow, Chatter, Salesforce Flow | 6 Comments | Tagged Advance flow, Answer Community, Answer Zone, Auto follow Answer, auto follow answers, Auto Follow Chatter Question, Auto follow Question, Auto follow question after answer, Auto follow Question after reply, Auto follow Question in Chatter Answer, Chatter answer, Chatter Answer Question, Chatter Answer Question email, Chatter Answers Email Notification Settings, Chatter Q&A, Chatter Question, Chatter Question and Answer, Chatter Reply, Cloud Flow, Decision element, Email alert for best answer, Email alert for new reply to question, Email Answers, Email Answers reply, Email Answers Threads, email for Best Answers, Email for new reply, email for new reply to question, Email for question you follow, Email Question reply, flow, Flow examples, Flow exmple, FlowRockstar, Follow ansswer after reply, Follow Question after reply, Follow Question in Chatter Answer, Get Answers, Get Answers reply email, Lightning Flow example, New Flow, QuestionSubscription, Record Create, Record Lookup, Reply, Salesforce Flow, Salesforce Flow Example
    • Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership and Permission Sets)

      Posted at 7:33 PM by Rakesh Gupta, on January 18, 2021

      Big Idea or Enduring Question:

      Want to quickly create a new user by cloning an existing user with Public Group, Queue, and Permission Set? 

      To Clone a record means to replicate it. Salesforce provides an out-of-the-box feature to clone object records – thereby, saving time and enhancing productivity. Generally, if someone wants to clone an Account with an Opportunity they would opt for an Apex Trigger But, we know better! Oh, Ya!

      Salesforce provides ‘Clone with Related‘ action. The action makes it simple to create recurring Opportunities and Campaigns.  By using the action, your Account reps will spare themselves from the trouble of finding and adding related items one–by–one to re-create the records. Unfortunately, Salesforce doesn’t have ‘Clone with Related‘ action for the User object Therefore, in this article, I will show you how to configure a deep clone feature in your org.

      In the past, I have written a few articles on automating User creation pre and post-process. Why not check them out while you are at it?! 

      1. Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)
      2. Getting Started with Process Builder – Part 19 (Automatically Add New User to Public Group or Queue)
      3. Getting Started with Process Builder – Part 28 (Auto Freeze Users Account)
      4. Getting Started with Process Builder – Part 43 (Auto Assign package license to New user)
      5. Getting Started with Salesforce Flow – Part 36 (Automatically Add New Users to a Chatter Group)
      6. Getting Started with Salesforce Flow – Part 50 (Welcome New Users by Default – Auto Follow them in Chatter!)
      7. Getting Started with Process Builder – Part 22 (Discover How to Auto Populate Delegated Approver Field on a New User Record!)

      Objectives:

      After reading this article, you will be able to:

      • Use Flow to deep clone User with Public Group, Queue membership, and associated Permission Sets
      • Understand the difference between a Permission Set that is owned by a User (User created) and a permission set that is owned by a Profile (System generated)
      • 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 create multiple records (or clone records)
      • And, last but not least, discover how to use the Create Records element to create multiple records at once (Bulk Safe)

      Business Use Case

      Steven Greene, a Lead System Administrator at Universal Containers (UC), received a requirement to create an automation that would allow System Administrators to quickly create users by cloning an existing user. In addition, the solution should also allow the Administrators to clone public group and queue memberships including associated permission sets.

      To get started we will copy the following fields from an existing User‘s Record:

      1. TimeZone
      2. Language
      3. Locale
      4. Profile
      5. Role
      6. UserLicense
      7. Email Encoding
      8. Manager

      Allow System Administrators to populate the following fields:

      1. First Name
      2. Last Name
      3. Email
      4. Username
      5. Alias
      6. Nickname

      Steven envisioned the new Flow screen similar to the following screenshot: 

      Automation Champion Approach (I-do):

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

      Before proceeding, you have to understand the PermissionSet objects in Salesforce. It represents an association between a User and a PermissionSet. There are two types of Permission Sets:

      1. Permission Set that is Owned by User (User created).
      2. Permission Set that is owned by Profile (System Generated) – Every profile is associated with a permission set that stores the profile’s user, object, and field permissions, as well as setup entity access settings. Permission sets that are owned by profiles can be queried but not modified. 

      By default, every user will be assigned to a Permission Set that is owned by the Profile, and this Permission Set will not be visible in the User Interface. If you query the Read the rest of this entry!

      Posted in Salesforce Flow, Screen Flow | 33 Comments | Tagged Clone record using Lightning Flow, Clone record using Salesforce Flow, Clone records using Lightning Flow, Clone with related records, clone without code, Custom clone using Flow, Custom clone using Lightning Flow, custome clone in salesforce, Deep clone, flow, Flow best practices, Flow examples, Record Create, Record Lookup
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 54 (Auto-follow a Chatter Question After Reply)
      • Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership and Permission Sets)
      • Getting Started with Pardot – Part 14 (How to Use Pardot Form Handlers)
      • Getting Started with Salesforce Flow – Part 51 (Add a Flow to a Lightning Page)
      • Getting Started with Salesforce Flow – Part 50 (Welcome New Users by Default – Auto Follow them in Chatter!)
    • Salesforce ID Converter Build on Lightning Flow

      Converting 15 digit ID to 18 digit Salesforce ID
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