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  • Tag: Salesforce Flow

    • 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 51 (Add a Flow to a Lightning Page)

      Posted at 9:15 AM by Rakesh Gupta, on January 11, 2021

      Big Idea or Enduring Question:

      How do you add a Flow to the Lightning Record Page?

      Flow can be run through custom action, Custom button, the flow URL, a Lightning page, a Visualforce page, etc. In this article Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow) I have promised to discuss the way to execute a flow from the lightning record page. 

      In the past, I have written a few articles related to the Chatter Group and Record. Why not check them out while you are at it?! 

      1. Getting Started with Salesforce Flow – Part 26 (Automatically Add a Record to Chatter Group)
      2. Getting Started with Process Builder – Part 42 (Auto remove a record from Chatter Groups)

      In this blog post let’s discuss how to add a flow in the lightning page to distribute to Lightning Experience or Salesforce app Users.

      Objectives:

      This blog post will help us to understand the following

      • Add a flow to the lightning record page 
      • define the filter condition to show the flow to specific users 

      Business Use Case

      Brenda David is working as a System administrator at Gurukul on Cloud (GoC). She has created a flow that allows their sales users to add an opportunity to multiple Chatter Groups. She has the following requirements: 

      • Make the flow accessible from the Opportunity lightning record page
      • Flow is only available for users who have the Standard User profile

      Automation Champion Approach (I-do):

      Any active screen flow can be added to a lightning page. In the scenario, we will add a ScreenFlow which we created in this article to an opportunity lightning record page. 

      Things to Remember:

      1. Only active screen flows are available to be added to the lightning record page.
      2. By default, flows display in one column.
      3. Flow’s input variables appear only if they allow input access.
      4. Pass record ID into this variable – This option is available only for Text input variables in Record pages. For simplicity, I recommend passing the ID to only one variable.

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

      Posted in Chatter, Salesforce Flow, Screen Flow | 1 Comment | Tagged Add a Flow to a Lightning App Page, Add a Flow to a Lightning Home Page, Add a Flow to a Lightning Page, Add a Flow to a Lightning Record Page, Advance flow, Call a flow, Call a flow through publisher action, Call flow from publisher action, Call flow through button, Call flow through link, Embed a Flow in a publisher action, embedding a flow, flow, Flow basics, Flow component, Flow Designer, Flows, Lightning App Builder, Lightning Flow, Lightning Flow example, Salesforce Flow, Salesforce Flow Example
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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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    • Salesforce Spring’21 Release Quick Summary
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    • Learning Process Builder
    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
    • Getting Started with Process Builder – Part 30 (Auto-generate Renewal Opportunity With Line Items)
    • Getting Started with Salesforce Flow – Part 33 (Prior Value of a Record in Record-Triggered Flows)
    • Add Record to Multiple Chatter Groups - Parsing Multi-Select Picklist fields (Flow)
    • Getting Started with Process Builder - Part 1 (Automatically Create a record)
    • Getting Started with Salesforce Flow – Part 1 (Understand, Create & Use Variables in Flow!)
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