Automation Champion

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  • Tag: Screen

    • Getting Started with Salesforce Flow – Part 41 (Create a Survey Using Flow? Why Not?!)

      Posted at 8:56 PM by Rakesh Gupta, on December 2, 2020

      Big Idea or Enduring Question:

      How do you create a customer-facing survey in Salesforce using out-of-the-box features? 

      The survey helps you to drive your business forward by using a survey tool to capture the voices and opinions of the people who matter most to you. Some of the common types of surveys are:

      1. Customer Satisfaction Survey – How satisfied are your customers? This type of survey will allow you to connect easily with your customers and get direct feedback from them.
      2. Net Promoter Score Survey – The Net Promoter Score survey consists of a two-part questionnaire. The first part asks your customers to rate – the rating question – your business, product, or service on a scale of 0 to 10. The second question is a follow-up, open-ended question as to why the specific score was given.
      3. Employee Survey – Employees are the most important asset of any company, so their feedback is important. An online survey is a quick, convenient & cost-saving way to do this.
      4. Product Survey – To make your product the best it can be, it is important to get feedback from your customers. A product feedback survey will provide you with valuable information.
      5. Market Research Survey – The great thing about an online survey is that you can reach a worldwide audience to maximize the impact of your market research and collect a wide range of answers.

      Salesforce offers survey features which include 300 responses after that you have to purchase it. Refer Salesforce help article for more information. There are a few apps available on AppExchange for this purpose. In this article, we will create automation that allows the system administrators to create surveys in Salesforce using Salesforce Flow, Force.com Site, Visualforce Page, and Lightning Component. 

      Objectives:

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

      • Create a screen with few screen components
      • Automatically stores survey results in a custom object 
      • Open survey to people outside of your Salesforce org
      • How to use Lightning Email Template in an Email Alert  

      Business Use Case

      Sergio Armendariz is an App Developer at GurukulOnCloud (GoC). He received a requirement to create a survey that can be filled by anyone on this planet without giving them Salesforce access. The survey must contain the following fields:

      1. Name
      2. Email
      3. Rating
        1. Options – 1, 2, 3, 4, 5
      4. Comment 

      They also want to send out a thank you email to participants. 

      Automation Champion Approach (I-do):

      There are a few possible solutions for the above business scenario. However, our purpose, in this blog, is to learn Flow and its advanced/new features. Therefore, we will use Salesforce Flow, Force.com Site, Visualforce Page, and Lightning Component to solve the above business requirement.  

      Before discussing it, 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 7 steps to solve Sergio’s business requirement using Salesforce Flow. We must: Read the rest of this entry!

      Posted in Salesforce Flow | 46 Comments | Tagged Create a Survey - Salesforce, Create record through flow, custom object, Delete all data, Deleting Trial Data, developer release exam, email alert, Enable Survey Salesforce e, flow, flow trigger, New Flow, Radio Button, Record Create, Record Delete, Record Lookup, Salesforce Flow, Salesforce survey, Salesforce Survey Tool, Salesforce Survey using Flow, salesforce workflow rule, Screen, Set up Survey, Set up Survey Salesforce, site, Survey
    • Auto Add/Remove Permission Set – Part 2

      Posted at 4:26 PM by Rakesh Gupta, on August 14, 2014

      In the last article Auto Add/Remove Permission Set – Part 1 I have gone through the way to automate Assign Permission Sets process based on user defined criteria. In this article I will discuss a way to automate Unassign Permission Sets based on criteria.

      Business Use Case

      Management in Universal Container wants to automate permission set removal or Unassigned process so that their admin workload will be reduced.

      Solution for the above business requirement

      In this article, I will discuss how to auto Unassign/Remove Permission Sets from the user. First of all, create few fields on the User object to save condition to auto Unassign/Remove Permission Sets to the user. In this demo, I will create a few fields on the User object as shown in the below screenshot

      Custom Fields on User object

      Custom Fields on User object

      To solve this requirement we will use Visual Workflow and Workflow Rule (i.e Headless Flow).  Before going ahead with the solution you have to understand about PermissionSetAssignment Object. It represents the association between a User and a Permission Set. Below are the key fields from PermissionSetAssignment object

      Field Name Details
      PermissionSetId ID of the PermissionSet to assign to the user specified in AssigneeId.
      AssigneeId ID of the User to assign the permission set specified in PermissionSetId.

      To develop this application follow the below instructions

      1) Click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows
      2) Click on New Flow, it will open flow canvas for you. Create Two Text type variable UserID (To pass User ID) and RemovalPermissionsetID (To pass  ID  of permission set which system admin want to remove from user)
      3) Drag and drop a Record Delete ( Give the name Delete Permission Set) onto the window to assign permission set to user and map the fields according to below details

      • Select Object PermissionSetAssignment
      • AssigneeId=  {!UserId}
      • PermissionSetId= {!RemovalPermissionSetID}, You can take help from the following screenshot
      Remove Permission Set

      Remove Permission Set

      4) Finally, our Flow will look like the following screenshot

      Remove Permission Set

      8) Save the flow with name Remove Permission Set and close the canvas.

      Create Workflow rule to fire our Flow

      Our next task is to create a workflow on the User object on the creation and every time it’s edited event. To create a workflow on the User object follow the below instructions

      1) Click on Name | Setup | App Setup | Create | Workflows & Approvals | New Rule
      2) Select object  User from the drop-down
      3) Enter Name, for Evaluate criteria  select Created, and any time it’s edited to subsequently meet criteria ( To create a time-dependent workflow), For Rule Criteria select End Date != False  and  Remove = False as shown in the following screenshot

      Workflow Rule1

      Workflow Rule1

      4) Now Add a time trigger to set Remove flag True after 0hr of End Date. To do this click on Add Time Trigger button and Set the length after how many days/hours workflow will fire  i.e.  in hours and days, I selected 0hr after the End Date. Now add one field update action for time-dependent workflow and set Remove flag to True. You can take help from the following screenshot

      Time based action

      Time-based action

      5) Save the workflow and activate it.
      6) Create another workflow (i.e. workflow Rule2 ) on the same object to fire our Flow, set entry criteria of trigger is Remove = True

      Workflow Rule2

      Workflow Rule2

      7) Add one Immediate Workflow Actions i.e. New Flow Trigger and Select Flow (Remove Permission Set) and set Variable (UserID and RemovalPermissionsetID ) value as shown in the following screenshot

      New Flow Trigger Action

      New Flow Trigger Action

      8) Add one Immediate Workflow Actions i.e. New Field Update and Set Remove flag to False.
      9) Save the workflow and activate it.

      It’s time to test this feature

      1) Go to the User’s detail page to whom you want to Unassign Permission Sets and fill the detail. In this demo I am going to Unassign Permission Sets with Name “Test“,  it will look similar to below screenshot

      Permission Set Removal Detail

      Permission Set Removal Detail

      2) To check time-dependent workflow queue Follow the path, Click on Name | Setup | Administration Setup | Monitoring | Time–Based Workflow and search the queue

      Time-Based Workflow Queue

      Time-Based Workflow Queue

      Note: -I will suggest you Implement this first on your developer org test it and then move it to Production. Let me know if you have any difficulty to Implement it.

      Have feedback, suggestions for posts, or need more information about Salesforce online training offered by me? Say hello, and leave a message!

      Posted in Salesforce Flow, User Management | 0 Comments | Tagged ADM 201, adm 201 certification, adm 201 salesforce, Advance flow, Auto Add/Remove Permission Set, auto remove Permission Set, Auto remove permission set based on date, auto remove permission set from user, Auto remove Permission Sets in Salesforce, Auto revoke permission set access, Auto revoke permission set on future date, auto Unassign Permission Set, auto unassign permission set based on date, Cloud Flow, Cloud Flow Designer Workbook, Con 201, dev 401, DEV401, flow, Flow Designer, Flow examples, Flow exmple, Flow Triggers For Workflow, FlowRockstar, FlowTrigger, FlowTriggerPilot, FlowX Flow Triggers, headless flow, Headless Flows, New Flow, PermissionSetAssignment, PermissionSetId, Record Create, remove permission set, Remove permission set based on date, Remove permission set from user, remove permission set in future, remove permission sets, Revoke permission set access, Salesforce Flow, Screen, screenshot, Sp14FlowHackathon, Trigger Flow, Trigger ready flow, Unassign Permission Set, Visual flow, Visual Work Flow, Visual workflow, Visual workFlow examples, Visual Workflow Flow Cloud Flow Designer, Visual Workflow Implementation Guide, workflow rule
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