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  • Tag: Visual Workflow Implementation Guide

    • Getting Started with Process Builder – Part 70 (Bypass Process for a Specific User or Profile)

      Posted at 11:45 AM by Rakesh Gupta, on June 29, 2017

      Big Idea or Enduring Question:

      • How can you bypass a Flow or Process Builder for a specific user tor profile? 

      Until now, we have created many processes using Process Builder. It is an easy and fun experience to create processes. These processes will execute as soon as they meet the criteria. There are some situations, however, when a business may want to bypass a process!

      Prerequisite

       Please go through this article first and make sure to create it:

      1. Getting Started with Process Builder – Part 47 (@Mention a related user in a Post to Chatter action

      Objectives:

      This blog post will help us to understand the following

      • Understand how to create a custom permission
      • Understand how to use custom permission to bypass flows or process
      • Understand how to clone an existing process 

      Business Use Case

      Pamela Kline is working as a System administrator at Universal Containers (UC). She has developed a Process (Getting Started with Process Builder – Part 47 (@Mention a related user in a Post to Chatter action) to auto-post Opportunity details to the UC Internal Announcement Chatter group whenever an Opportunity gets created with an amount greater than $ 100,000; and also, when a related user, Opportunity Approver (Custom field), is @ mentioned in that post.

      Pamela has now received a requirement to bypass this process for the system administrator. A system administrator usually creates hundreds of Opportunities every week. And therefore, business users want to avoid too many Chatter Feed generated by the Process that we created in Series 47. 

      Automation Champion Approach (I-do):

      It is easy to bypass a Process for a single user or a profile – in this case, a system administrator – by adding a condition in your process, as shown in the following screenshot: Read the rest of this entry!

      Posted in Process Builder | 4 Comments | Tagged Activate a Process, Add action Process Builder, Add Criteria Proces builder, ADM 201, adm 201 certification, adm 201 salesforce, Assign Custom Permission, Assign Custom Permission through Permission Set, Assign Custom Permission to a user, Automation Champion, Con 201, Custom Permission, Custom Permission in Apex, Custom Permission in Approval process, Custom Permission in Flow, Custom Permission in Process, Custom Permission in Salesforce, Custom Permission in Validation Rule, Custom Permission in Workflow Rule, Custom Permission with Flow, Custom Permission with Process Builder, dev 401, flow, getting Started with Flow, Getting Started with Visual Workflow, How to use Custom Permission, Lightning Process builder, Platform App Builder, Platform App Builder Exam, Process Builder, Process Builder examples, Process Builder rakesh, Process Builder Sales Cloud, Process Builder Salesforce, Process Builder Service Cloud, Process builder use case, Process Criteria, Process management, salesforce, salesforce Admin exam, salesforce certified developer exam, Salesforce Online Training, Salesforce Platform Developer I, Salesforce Platform Developer I Exam, Salesforce Training, Visual workflow, Visual Workflow Implementation Guide, when a record is created or edited
    • Getting Started with Process Builder – Part 69 (Auto Create a Case From Keyword Word Used in Chatter)

      Posted at 10:01 AM by Rakesh Gupta, on June 27, 2017

      What is a Custom Metadata Type? Why should one use it? How should one use it? And, last but not least, how is Custom Metadata Type related to, or different than, Custom Object? Well, let us explore these concepts together!

      Custom Metadata Type is similar to a custom object – it allows application developers to create custom sets of data, as well as to create and associate custom data with an organization. All custom metadata type data is available in the application cache. As a result, it allows efficient access to the data without the cost of repeated queries (SOQL) to a database.

      Custom Metadata Type is mainly used to store information that will be frequently accessed from Apex code. Custom Metadata Type performs better than a custom object because it is available in cache; and therefore, it does not have to be queried. The other difference, which you will notice between the custom metadata type and a custom object, is the difference in the suffix. Custom Metadata type has __mdt suffix at the end of the custom metadata type, as opposed to the usual __c for custom objects. As of the Summer’17 release, custom metadata is not yet available in Process Builder. However, it is currently available in Visual Workflow.

      Business Use Case

      Let us start with a business use case. Pamela Kline is working as System administrator at Universal Containers. At UC they are using Chatter extensively for internal communication to manage Sales and Support. Business Users are often using Chatter to ask help from Internal Salesforce team regarding how to use some feature. 

      Pamela has received a requirement to auto-create a case whenever a new Chatter post (not a comment) contains a keyword word. She received a list of keyword words (almost 11 words) from her manager. Pamela’s task is to ensure that only a single case is created even if Chatter posts contain numerous keyword words.

      Solution for the above business requirement

      There are various ways to solve preceding business requirement. Few of them are following:

      1. Create an Apex Trigger on the FeedItem object – We will work on this option in our upcoming Apex Series. 
      2. Use all 11 keywords in a Process Builder (On feedItem object) entry criteria and use the Create a Record action to auto-create a case. The problem with this approach, however, is that if, after few days, the business wants to add or remove a few keywords, then you have to start from scratch again. 
      3. Use Custom Setting to store the keywords and then use Process Builder to manage your logic. 
      4. Use Custom Metadata Type to store the keywords and then use Visual Workflow and Process Builder to manage your logic. Custom metadata provides the flexibility to add or remove keywords without having to change your Process definition or Flow.

      List of Keywords: – Ohana; Salesforcehelp; help; TrailheaDX, MidwestDreamin, SoutheastDreamin, IndiaDreamin, TDX17, SalesforceOhana, JDF17, dreamOlé

      To solve the preceding business requirement, we will take the 4th approach. We will use – (i) custom metadata type to store the keywords; use (ii) Flow to compare the keywords with the Chatter post body; and, use Process Builder to launch the Flow. Perform the following steps to solve the preceding business requirement:

      1. To create a new custom metadata type, navigate to Setup (Gear Icon) | Setup | PLATFORM TOOLS | Custom Code | Custom Metadata Types and click on the New Custom Metadata Type button. Now fill the form as mentioned in the following screenshot:
      2. Once you are done, click on the Save button. Read the rest of this entry!
      Posted in Process Builder, Salesforce Flow | 6 Comments | Tagged Activate a Process, Add action Process Builder, Add Criteria Proces builder, ADM 201, adm 201 certification, adm 201 salesforce, Automation Champion, Con 201, Custom Metadata Type, Custom Metadata Type in Apex, Custom Metadata Type in Approval process, Custom Metadata Type in Flow, Custom Metadata Type in Process, Custom Metadata Type in Salesforce, Custom Metadata Type in Workflow Rule, Custom Metadata Type with Flow, Custom Metadata Type with Process Builder, Custom Setting, Custom Setting in Apex, Custom Setting in Approval process, Custom Setting in Flow, Custom Setting in Process, Custom Setting in Salesforce, Custom Setting in Workflow Rule, Custom Setting with Flow, Custom Setting with Process Builder, dev 401, flow, getting Started with Flow, Getting Started with Visual Workflow, How to use Custom Metadata Type, How to use Custom Setting, Lightning Process builder, Platform App Builder, Platform App Builder Exam, Process Builder, Process Builder examples, Process Builder rakesh, Process Builder Sales Cloud, Process Builder Salesforce, Process Builder Service Cloud, Process builder use case, Process Criteria, Process management, salesforce, salesforce Admin exam, salesforce certified developer exam, Salesforce Online Training, Salesforce Platform Developer I, Salesforce Platform Developer I Exam, Salesforce Training, Visual workflow, Visual Workflow Implementation Guide, What is a Custom Metadata Type, when a record is created or edited
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