Automation Champion

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Automation Champion
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    • Getting Started with Salesforce Flow – Part 52 (Salesforce Flow Game Changer For Salesforce Admins and Developers)

      Posted at 1:00 AM by Rakesh Gupta, on January 2, 2021

      Big Idea or Enduring Question:

      Many of us are unaware of the power of Salesforce Flow (aka Lightning Flow). It allows you to minimize the code used in your organization by using flow. It’s a tool whereby drag and drop you can build an awesome screen without writing a single line of code. You can even insert, update, Delete a record in Salesforce, all you can do without writing code even Salesforce administrator can use flow very easily.

      Business Use Case

      Warren Mason, Gurukul on Cloud (GoC) awesome System Administrator, received the following requirement – business wants to update remaining opportunities to Closed lost except for the one whose stage is just updated to Closed won for the same account.

      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 how account and opportunity are connected. If an opportunity has AccountId populated means, it is connected to an account.

      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 Corey’s business requirement using After-save Record-Triggered Flow. We must: Read the rest of this entry!

      Posted in After-Save Flow, Salesforce Flow | 23 Comments | Tagged Advanced flow Training, Cloud Flow Designer Workbook, flow, Flow training, getting Started with Flow, Lightning Flow, Lightning Flow Training, New Flow, Opportunity, salesforce, Salesforce Flow, Start with Lightning Flow, Strat with Flow, Visual flow, Visual workflow
    • 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
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
      • 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)
    • Salesforce ID Converter Build on Lightning Flow

      Converting 15 digit ID to 18 digit Salesforce ID
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  • Top Posts

    • Salesforce Spring’21 Release Quick Summary
    • Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership and Permission Sets)
    • Learning Flow
    • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
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    • 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)
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