Automation Champion

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Automation Champion
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  • Tag: Send Email static action

    • 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 Process Builder – Part 26 (Custom Email Notification for Completed Tasks)

      Posted at 11:39 PM by Rakesh Gupta, on June 3, 2015

      Big Idea or Enduring Question:

      How do you send custom email notifications for the completed tasks to the Assignor?

      Objectives:

      After reading this blog post, the reader will be able to:

      • Create a Process Builder and Flow to send custom email notifications for the completed tasks to the assignor
      • Create an email template in Flow

      Business Use case

      Warren Mason is working as a System administrator at Universal Containers (UC). He has received a requirement to send out an email notification for completed tasks to the assignor. 

      Automation Champion Approach (I-do):

      A Lightning Flow or Process Builder will automatically take action when a record meets specified criteria. It has a great capability to send out email notifications to a lot of different objects. This will allow you to notify a person or groups of people via email whenever it meets the evaluation and rule criteria. 

      Salesforce doesn’t have out-of-the-box features to notify the assignor when the assignee completes a task. For example, let’s say the Sales manager (Daniela Ruah) assigned a task to a Sales rep (Jessica Smith) to follow-up with one of her key customers to check the status of last quarter’s bills. By default, when Jessica completes the assigned task, Daniela (sales manager) will not receive any email notifications. 

      There are a few possible solutions for the above business scenario, but I’ll use Process Builder and Flow to solve the above business requirement. You can also use Apex Triggers or Flow alone to resolve the above business use case. 

      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 2 steps to solve Warren’s business requirement using Flow and Process Builder. We must perform the following steps: Read the rest of this entry!

      Posted in Process Builder, Salesforce Flow | 10 Comments | Tagged Add Criteria Proces builder, ADM 201, adm 201 certification, adm 201 salesforce, App builder Exam, developer release exam, email for task wthout code, Email notification for Completed Tasks, Email notification for Completed Tasks Salesforce, email notification for Event, Email notification for task, Email notification for task using process builder, Email template in Flow, Enable Process Builder, Evaluate the rule when a record is, Evaluate the rule when a record is created, FLow and Process builder example, Getting started with Process Builder, How to activate Process builder, how to use Process builder, How to use Text template FLow, Lightning Process builder, Platform App Builder Exam, Process Builder example, Process Builder examples, Process Builder Salesforce, Process builder to send email alert for event, Process builder to send email alert for task, Process builder use case, salesforce Admin exam, Send email from flow, Send Email static action, Text Template in Flow
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)
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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 43 (Dynamic Approval Routing in Salesforce)
    • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
    • Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)
    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
    • Getting Started with Salesforce Flow – Part 1 (Understand, Create & Use Variables in Flow!)
    • Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)
    • Salesforce Spring’21 Release Quick Summary
    • Getting Started with Process Builder - Part 1 (Automatically Create a record)
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