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.
- Getting Started with Process Builder – Part 39 (Auto-assign a topic to a record)
- 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.
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.
|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.