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  • Tag: Sobject Collection

    • Getting Started with Salesforce Flow – Part 48 (Add a Topic to Multiple Records)

      Posted at 6:00 PM by Rakesh Gupta, on December 24, 2020

      Big Idea or Enduring Question:

      • How can you allow your users to add a topic to multiple records?
      • How do you pass record IDs from a list view to Salesforce Flow? 

      Topics for Objects, allow us to organize the records by using topics same as Chatter. Topics help to organize records in a better way and make the search easier for you. For example, if you post that you’re working on a presentation for Dreamforce20, you might want to add the hashtag topic #Dreamforce20 or #DF20 in your updates.

      Anyone can click on these topics to find out more information about Dreamforce20 and see what people and groups are talking about Dreamforce20. You can also find all records tagged with the topic Dreamforce20. 

      In the past written a few articles related to Topics and automation. You may want to check them out.  

      1. Getting Started with Process Builder – Part 39 (Auto-assign a topic to a record)
      2. Getting Started with Process Builder – Part 41 (Email notification on TopicAssignment)

      I have never found an out-of-the-box solution to Add a Topic to multiple records. In this article, we will create automation for similar functionality without using code.

      Objectives:

      This blog post will help us to understand the following

      • Launch a Flow from the list view and pass the selected record ids to Flow
      • Use a Screen a flow to take the user input 
      • Use a Decision element to find – record variable contains a record or not
      • Use Flow to Create Records (Bulk safe) 

      Business Use Case

      Brenda David is working as a System administrator at Universal Containers (UC). She has received a requirement from the management to create an automation that allows users to add a topic to selected records (Opportunities) in the list view. 

      Automation Champion Approach (I-do):

      There are a few possible solutions for the above business scenario. We will use Salesforce Flow, Custom Button, and ListView to solve the requirement. 

      Let’s take a pause here, familiar yourself with the TopicAssignment and Topic Objects in Salesforce. 

      Object Name Details
      TopicAssignment It represents the assignment of a topic to a particular feed item or record.
      Topic It Represents a topic on a Chatter post or record.

      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 3 steps to solve Brenda’s business requirement using Screen Flow. We must: Read the rest of this entry!

      Posted in Chatter, Salesforce Flow, Screen Flow | 0 Comments | Tagged access listview records, access listview records in Flow, Add same topic to multiple records, Add same topic to several records, Add Topic to multiple records, Add topic to record, Add Topics to multiple records, Add Topics to records in bunch, ADM 201, Advance flow, Assign Topic to multiple records, Assign Topics to multiple records, Bulkification Flow, Chatter Topic, Chatter topics, Cloud Flow, COn201, Custom link, Decision element, dev 401, DEV401, Fast lookup, flow, Flow Designer, Flow exmple, FlowRockstar, Home page component, Lightning Flow, Lightning Flow example, Loop Logic, multiple records, New Flow, New Flow Trigger, Pass listview records into Salesforce Flow, Pass listview records to Flow, Record Create, Record Lookup, Salesforce Flow, Salesforce Flow Example, Screen Element, sfdc Dev 401 exam, Slaesforce sales cloud consultant exam, Sobject Collection, SOQL 101, Topic, Topic Name, Topic object, Topic to multiple records, TopicAssignment Object, Topics, Topics for Object, Topics in Salesforce, Topics to multiple records, Tppics for objects, Using Topics to Organize Records
    • Getting Started with Salesforce Flow – Part 37 (Auto Remove Followers From Closed Opportunity)

      Posted at 2:33 AM by Rakesh Gupta, on December 6, 2020

      To understand how to solve a similar business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 29 (Auto Remove Followers From Questions With Best Replies).

      Big Idea or Enduring Question:

      How do you automatically remove followers from closed opportunities?

      In Salesforce a user can follow Chatter groups or Records. The chatter group manager can add or remove users to the group, for this Salesforce provides out-of-the-box functionality. To manage Follower on the record Salesforce does not have any inbuilt functionality, for example, a rule to auto Add or remove users to records.

      On Chatter, a user can follow a maximum of 500 Peoples, topics, and records. To effectively manage Chatter, an organization has to use some automation to auto-unfollow records. If you want to increase this limit log a support case with Salesforce support. 

      Objectives:

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

      • Use After-save Record-Triggered Flow to remove the followers from closed opportunities 
      • Use After-save Record-Triggered Flow Delete element to delete the record(s)
      • 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 to auto-remove the followers from closed opportunities. 

      Automation Champion Approach (I-do):

      While this can be solved using various automation tools like Apex or Flow, we will use After-save Record-Triggered Flow. Check out this article to understand why we are using after-save record-triggered flow for this scenario. 

      Before proceeding ahead, you have to understand EntitySubscription objects in Salesforce. It represents a subscription for a user following a record or another user.

      Field Name Details
      ParentId The Id of the record or user which the user is following
      SubscriberId The Id of the User who is following the record or user

      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 After-save Record-Triggered Flow. We must: Read the rest of this entry!

      Posted in Chatter, Sales cloud, Salesforce Flow | 9 Comments | Tagged 500 people user can follow on Chatter, ADM 201, adm 201 certification, adm 201 salesforce, admin release exam, Advance flow, and every time it’s edited, Assignement, auto delete record followers, auto deleteChatter record followers, auto unfollow Chatter record follower, auto unfollow record follower, auto unfollow record followers, Chatter, Cloud Flow Designer Workbook, Decision, EntitySubscription, Evaluate the rule when a record is, fast delete, Fast lookup, flow, Flow builder, Flow examples, Flow exmple, flow trigger, Flow Trigger Example, Flow Trigger Pilot, Flows, Followers, headless flow, New Flow, Opportunity, Record Lookup, salesforce, salesforce certified developer exam, Salesforce Flow, Sobject Collection, Sobject variable, SubscriberId, the Opportunity, Unfollow Chatter follower, Unfollow Chatter Record follower
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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
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    • Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership and Permission Sets)
    • Learning Process Builder
    • 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 11 (Count Number of records in a Record Collection Variable)
    • Getting Started with Salesforce Flow – Part 33 (Prior Value of a Record in Record-Triggered Flows)
    • Salesforce Winter'21 Release Quick Summary
    • Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)
    • Getting Started with Salesforce Flow – Part 31 (Auto Submit Record into Approval Process with Flow)
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