Automation Champion

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  • Tag: Record Lookup

    • Getting Started with Salesforce Flow – Part 56 (Merge Chatter Topics with the Help of Salesforce Flow)

      Posted at 9:01 AM by Rakesh Gupta, on February 2, 2021

      Big Idea or Enduring Question:

      How can users be allowed to Merge Chatter Topics?

      Topics for Objects allow us to organize the records using Chatter’s topic. Topics help to organize records in a better way and make the search easier for you. For example, if you post that you’re working on a presentation for Dreamforce20, you might want to add the hashtag topic #Dreamforce20 or #DF20 in your updates.

      Salesforce allowed you to delete the topic from the user interface – but not merge two different Chatter Topics. This article goes a step ahead and explains how to merge two chatter topics without using a single line of code. 

      I have written a few articles on automating Topic association and email notification in the past. Why not check them out while you are at it?! 

      1. Getting Started with Process Builder – Part 39 (Auto-assign a topic to a record)
      2. Getting Started with Process Builder – Part 41 (Email notification on TopicAssignment)

      Objectives:

      After reading this article, you will be able to:

      • Use Flow to merge two topics with preserving the associated links of records, posts, and files 
      • Learn how to work with the picklist component (Screen Flow)
      • 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 extract records from a record collection variable.
      • And, last but not least, discover how to use the Create Records element to create multiple records at once (Bulk Safe)

      Business Use case

      Rachel Gillett is working as a System administrator at Universal Containers (UC). Users at UC are using the Chatter hashtag to organize their posts, records, and files. She has received management requirements to allow their users to merge two topics from the Salesforce user interface (for example, #DF21 and Dreamforce21).

      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 the TopicAssignment object. It represents the assignment of a topic to a specific feed item, record, or file.

      Field Name Details
      EntityId Identifier of the feed item or record.
      TopicId Identifier of the topic.

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

      Posted in Chatter, Salesforce Flow, Screen Flow | 3 Comments | Tagged Advance flow, Chatter Topic, Chatter topics, Custom link, Decision element, Deleet Chatter topic, delete topics, flow, Flow Designer, Flow exmple, FlowRockstar, Home page component, Lightning Flow, Lightning Flow example, Loop Logic, Mereg Topic Application, Mereg Topic Applications, Merege Chatter topics, Merge Chatter Topic, Merge Chatter topic using click, Merge Chatter Topics, Merge Chatter topics using click, Merge multiple chatter topics, Merge Topic, Merge Topic in Salesforce, Merge topics, Merge Topics in Salesforce, Merge two Chatter Topic, Merge Two Chatter Topics, Merge two topic, Merge two topics, New Flow, New Flow Trigger, Record Create, Record Delete, Record Lookup, Reply, Salesforce Flow, Screen Element, Sobject Collection, Topic, TopicAssignment Object, Topics, Trigger Flow, Trigger ready flow
    • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)

      Posted at 9:01 AM by Rakesh Gupta, on January 26, 2021

      Big Idea or Enduring Question:

      How can we develop declarative functionality to add or remove followers from a record?

      In Salesforce, a user can follow Chatter groups or Records. Salesforce provides out-of-the-box functionality so that Chatter group managers can also add/remove people from the group. To manage a record’s followers/subscribers, Salesforce does not have any pre-built functionality to add or remove a follower/subscriber from object records.

      Objectives:

      After reading this article, you will be able to:

      • Use Flow to manually add or remove users as subscribers from a record
      • Understand the component visibility option to create a highly dynamic screen 
      • Learn how to use a Decision element to find whether a Record variable or a Record collection variable, contains a record
      • And, last but not the least, discover how to add a Flow to Lightning Record Page and display it to a set of users 

      Business Use Case 

      Elise Shelley, a Lead System Administrator at Universal Containers (UC) receives a requirement from his management, they want to develop an application for the user with the role of Direct Sales Director so that they can use it to add or remove followers/subscribers to Account records.

      Automation Champion Approach (I-do):

      First of all, I want to say thanks to Andrew Johnson for sharing his idea (7 years ago) and flow (Add follower to record), which he shared in the success community. In this blog, we will use Salesforce Flow to solve the above business requirement. My main aim is to show the various ways to use Salesforce Flow in your organization.

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

      Before proceeding ahead, you have to understand the EntitySubscription object. The object represents a user‘s subscription – whether the user follows a record or other users. A user can subscribe to a record or to another user.

      Field Name Details
      SubscriberId The Id of the User who is following the record or user.
      ParentId The Id of the record or user which the user is following.

      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 3 steps to solve Elise’s business requirement using Screen Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow, Screen Flow | 9 Comments | Tagged Add follower to record, Add subscriber, Add subscriber to record, adm 201 certification, adm 201 manuel, adm 201 training, Advance flow, App builder Exam, Call a Flow Quick Action, Decision element, EntitySubscription, flow, Flows, Follow Catter group, follow records, Lightning Flow example, New Flow, pass record id from quick action to Flow, Platfrom Developer exam, Platfrom Developer I, Record Create, Record Delete, Record Lookup, redirect url, remove follower, Remove follower to record, Remove subscriber to record, salesforce Admin exam, Salesforce Certified Sales Cloud Consultant, salesforce chatter, Salesforce Flow Best Practices, Salesforce Flow Example, Screen Flow Example, Service cloud
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    • Recent Posts

      • New Research: Salesforce Delivery Teams Excel in Speed but at the Expense of Quality
      • Improve Your Data Collection Strategy with Web Forms
      • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
      • Advancing Business Operations with Salesforce and QuickBooks
      • Getting Started with Salesforce Flow – Part 56 (Merge Chatter Topics with the Help of Salesforce Flow)
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      Converting 15 digit ID to 18 digit Salesforce ID
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  • Top Posts

    • Learning Flow
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    • Getting Started with Salesforce Flow – Part 48 (Add a Topic to Multiple Records)
    • Getting Started with Process Builder - Part 1 (Automatically Create a record)
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    • Want to be an Early Adopter of the New Flow Builder? Welcome Aboard!
    • Getting Started with Salesforce Flow – Part 1 (Understand, Create & Use Variables in Flow!)
    • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
    • Getting Started with Salesforce Flow – Part 27 (Want to Send an HTML Email from Salesforce Flow? Oh, yes! It can be done!)
    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
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