Big Idea or Enduring Question:
How do you allow Sales reps an easy to transfer their files to another user?
The file allows you to Upload, Share, Follow files in Salesforce. The file helps the organization to discuss changes to the file in real-time, from whatever device they are using. It also cuts down on email traffic and keeps all comments with the related documents for easy reference.
If a file is private, then the file owner and users with Modify All Data permission can find and view this file. However, if the file is in a private library, only the file owner has access to it. This is one pain point for System administrators how to migrate files from a user to another user because the business doesn’t want to lose all files owned by a user whom they are planning to deactivate.
This blog post will help us to understand the following
- Use a Screen a flow to take the user input
- Create automation to mass transfer files
- Learn more about the ContentDocument object.
Business Use Case
Brenda David is working as a System administrator at Universal Containers (UC). As a part of the employee offboarding process, management wants to provide a tool to their employees so that they can easily transfer their files to another user.
Automation Champion Approach (I-do):
There are a few possible solutions for the above business scenario, but I’ll use Screen Flow to solve the business requirement.
|OwnerId||The Id of this document.|
|FileType||Type of document, determined by the file extension.|
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.