Automation Champion

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  • Tag: salesforce chatter

    • Getting Started with Salesforce Flow – Part 38 (Reminder For Chatter Group Pending Membership Requests)

      Posted at 9:42 PM by Rakesh Gupta, on December 20, 2020

      Big Idea or Enduring Question:

      • How can you send an automatic email alert to Chatter Owners about pending membership requests?

      In Salesforce, a Chatter Group represents a group of users. It’s a great way to boost collaboration in your organization. You can add unlimited members to a Chatter Group, but a user can only join a maximum of 100 groups. If the Chatter Group is set to Private, then the user has to request to join. Salesforce will send an email to all group Owners and managers. However, what if the Group owners or managers forgot to take action? Salesforce never sends a reminder email.

      Objectives:

      After reading this blog, you’ll be able to: 

      • Use Schedule-Triggered Flow to check for Pending Chatter Group Requests 
      • Use Schedule-Triggered Flow to automatically send a reminder email to the Chatter Group Owner

      Business Use Case

      Pamela Kline is working as a System administrator at Universal Containers (UC). She has received a requirement to develop an automated process that will send email reminders to private Chatter Group owners of pending member requests to join the group. 

      Automation Champion Approach (I-do):

      There are multiple ways to solve the above business requirement. You can either use Apex trigger, Salesforce Flow, Process Builder, and more. To solve this requirement, we will use Scheduled-Triggered Flow.

      Before proceeding ahead, you have to understand the CollaborationGroupMemberRequest object. It represents an entry in the feed, such as changes in a record feed, including text posts, link posts, and content posts.

      Field Name Details
      CollaborationGroupId  The Id of the private Chatter group.
      RequesterId The ID of the user requesting to join the group
      Status The status of the request. Available values are: Accepted, Declined, Pending

      Also, understand CollaborationGroup object. It represents a Chatter group

      Field Name Details
      CollaborationGroup The type of Chatter group. Available values are: Public, Private, Unlisted 

      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 Pamela’s business requirement using Schedule-Triggered Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow, Schedule-Triggered Flow | 2 Comments | Tagged Advance flow, Auto reminder email, Chatter, Chatter Group, Chatter Group Pending Membership email reminder, Chatter Group Pending Membership reminder, Chatter Group Pending Membership reminder email, Chatter Internal, Cloud Flow Designer Workbook, CollaborationGroupId, CollaborationGroupMemberRequest, Create record, Decision element, email alert, Evaluate the rule when a record is, flow, Flow builder, flow builder in salesforce, flow builders, Flow examples, Flow exmple, group Owner, Lightning Flow, lightning flows in salesforce, Private Chatter Group, Private Chatter group Membership Requests reminder, Record Lookup, Reminder email for Chatter Group Pending Membership Requests, Reminder For Chatter Group Pending Membership Requests, request are pending to join the Chatter Group, request are pending to join the Chatter Group remincer, request to join, RequesterId, sales force automation software, salesforce, salesforce automation, salesforce automation tools, salesforce chatter, Salesforce Chatter Group, Salesforce Flow, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, Schedule Flow, Schedule-Triggered Flow, Schedule-Triggered Flow example, Send email, Send email flow enhancement, Send email from flow, Send Email static action
    • Getting Started with Salesforce Flow – Part 26 (Automatically Add a Record to Chatter Group)

      Posted at 8:30 PM by Rakesh Gupta, on December 3, 2020

      Big Idea or Enduring Question:

      How do you automatically remove records from the Chatter Groups?

      Salesforce allows you to add a record to Chatter Groups, which means you can now collaborate and discuss the records as a team in the group. You can only add Account, Contact, Contract, Campaign, Case, Lead, Opportunity, and Custom object records to chatter groups. 

      Objectives:

      After reading this article, the reader will be able to:

      • Use After-save Record-Triggered Flow to add the newly created opportunities to chatter Group
      • How to refer custom label in After-save Record-Triggered Flow
      • Use a Decision element to find – record variable or record collection variable contains a record or not

      Business Use case

      Steven Greene is working as a System Administrator at Universal Containers (UC). He has received a new requirement from the management, whenever an Opportunity is created or updated with an amount greater than $ 100,000, then automatically it to Chatter Group (UC Internal Announcements).

      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. 

      Let’s take a pause here, familiar yourself with the CollaborationGroupRecord Object in Salesforce. It represents the records associated with Chatter groups.

      Field Name Details
      RecordId It represents the Id of the record associated with Chatter Group.
      CollaborationGroupId The ID of the Chatter group.

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

      Posted in Chatter, Salesforce Flow | 11 Comments | Tagged Add new record to Chatter Group, Add Records to Chatter Group, Advance flow, Auto Add new record to Chatter Group, Auto Add Records to Chatter Group, Chatter and Flow, Chatter and Visual workflow, Chatter and Visual workflow example, Chatter Group, CollaborationGroupRecord, Flow builder, Flow Example, Flow varibale, Launch a Flow, Launch flow from PB, Launch flow from Process Builder, Opportunity, Process Builder, Record Create in flow, Records to Chatter Group, salesforce chatter, Salesforce Flow, Salesforce Flow Example, Set as start point flow, Spring'15 Release Salesforce, Universal container
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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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