Blockers with “Salesforce Flow” Module

Automated Processes for App, Experience & Portals

Hello fellow Trailblazers, welcome back.

Today, we are going to discuss the blockers with the?“Salesforce Flow”?Module. If you are pursuing any of the following trails-

1. Developer Beginner
2. Admin Intermediate
3. Automate Your Business Processes with Salesforce Flow

or if you are working to attain the?“Process Automation Specialist”?Superbadge, then you must complete this Module.

There are 4 units in this module (however, the first one is moreover information than exercise) and if you’re stuck in any of them and want to attain the above badge then please follow along. In this blog, I am going to discuss the blockers and their resolutions for these units.

So, let’s proceed.

Unit 1- Choose the Right Automation Tool

This unit is an introduction to various Automation Tools and explains the purpose and use case of each of them. There is nothing here that can be termed a blocker. The automation tools that are explained in this unit are

1. Approval Process
2. Processes Builder
3. Flow Builder
4. Apex

As the module focuses on Declarative tools, hence Apex would not be of any use for this module, still, I would highly recommend going through the unit and trying to understand the right automation tool for you. Don’t forget-

Knowing your tools is important but it is more important to understand when to use them.

Unit 2- Automate Simple Business Processes with Process Builder

As the name suggests this unit focuses on Processes and hence we are going to use Process Builder in this unit.

The challenge of this unit is asking us to “Create a process that updates child contacts’ mailing addresses when the parent account’s shipping address changes.”

If you use an existing playground to complete this challenge, deactivate any validation rules you created for the Contact or Account objects in the playground.

But, as I always suggest it's better to use a new TP for this whole module. It is always the safer approach.

So now, let’s start creating the process. To create a new process -

[Use the screenshots after the steps for reference]

1. Go to Setup and type Process in the Quick Find box.
2. Click on Process Builder.
3. Click on the New button on the top right.
4. A pop-up might suggest you “Try it in Flow Builder?”, and it’s the best option as well. But for the sake of this challenge, click on the “Continue in Process Builder” button.
5. Give any name to the process (It won’t be checked in the challenge), I have given the name “Account’s Process” to it.
6. From the “The process starts when” option, choose “A record changes”, and click on Save.
7. Now, we are ready to build our process.

On the process builder page -

[Use the screenshots after the steps for reference]

• Click on the “Add Object” option just below the Start. It will open a panel to the right.
• From the panel choose the “Account” as the Object.
• From the “Start the process” option, choose “when a record is created or edited”, and click on Save.
• Click on the “Add Criteria” Diamond box (Decision Box), it will open another panel on the right.
• From the panel
• (a) Give a criteria Name (any name), I have given “Account shipping address is updated”
• (b) From the “Criteria for Executing Actions” option choose the “Conditions are met” option
• (c) In the “Set Conditions” option choose “Shipping Street”, “Shipping City”, “Shipping State/Province”, “Shipping Zip/Postal Code”, and “Shipping Country” fields and for all the fields. Choose “Is Changed” as Operator, “Boolean” as Type, and “True” as value for all the fields.
• (d) In the “Conditions” section choose the “Any of the conditions are met (OR)” option and click on Save.
• Click on the “Add Action” under the “Immediate Action” on the right side (True side) of the Criteria added in the previous step. It will also open a panel on the right side.
• From the Panel
• (a) Choose “Update Records” as the “Action Type”.
• (b) In the “Action Name”, provide any name to the Action, I have given the name as “Update Contact’s Mailing”
• (c) Click on the “Record Type” lookup and on the “Select a Record to Update” modal choose the “Select a record related to the Account” option and choose “Contacts” from the drop-down that will appear below it.
• (d) From the “Criteria for Updating Records” option, choose the “No criteria just update the records!” option
• (e) Choose the Fields and Values as shown below and provide “Field Reference” as the type for all of them

Field (Mailing Street):: Value (Account Shipping Street)

Field (Mailing City):: Value (Account Shipping City)

Field (Mailing State/Province):: Value (Account Shipping State/Province)

Field (Mailing Zip/Postal Code):: Value (Acc. Shipping Zip/Postal Code)

Field (Mailing Country):: Value (Account Shipping Country)

• (f) Click on Save

Now, click on the Activate button in the top right corner to activate the Process and done. We are ready to check the challenge.

Unit 3- Guide Users Through Your Business Processes with Flow Builder

This unit is dealing with Flows, and for that, we are going to use Flow builder.

This challenge is asking us to “Build a flow that creates a lead with user-entered information and uploads a related file for the lead. Then add the flow to a Home page.”

So now let’s start creating the flow.

[Use the screenshots after the steps for reference]

1. Go to the setup page.
2. Type ‘Flows’ in the quick find and then click on Flows.
3. Click on the New Flow button.
4. Choose the “Screen Flow” option and then click on Create.
5. Choose Free Form from the Autolayout dropdown for better working. (optional)

On the Flow Builder Page-

[Use the screenshots after the steps for reference]

• From the Elements section, drag the “Screen” element on the canvas and provide the following details.
• (a) Provide the Label- “Lead Screen”
• (b) Add Text Screen Component
• - Label: Last Name
• - Require: Checked
• (c) Add another Text Screen Component
• - Label: Company Name
• - Require: Checked
• (d) Click on the Done button.
• From the Elements section, drag the “Create Records” element on the canvas and provide the following details.
• (a) Label- “Create Lead”
• (b) How many records to create- “One”
• (c) How to set the Record Fields- “Use separate resources and literal values”
• (d) Object- “Lead”
• (e) Field Values for the Lead
• - LastName: Last_Name of the Screen Component
• - Company: Company_Name of the Screen Component
• (f) Click on the Done button.
• From the Elements section, drag the “Screen” element on the canvas and provide the following details.
• (a) Label- Component Screen
• (b) Add ‘File Upload’ component
• - API Name: Upload_File
• - File Upload Label: Upload Related Files
• - Allow Multiple Files: {!$GlobalConstant.True}
• - Related Record ID: Lead Id from Create Lead
• (c) Click on the Done button.
• Join the flow lines as per the screenshot given below.
• Click on the Save button and then provide the details as shown in the screenshot given below.
• Click on the Activate button of the flow.

Now, as the flow is ready let’s move on and create a Lightning Home Page.

[Use the screenshots after the steps for reference]

1. Go to the setup page.
2. Type Lightning App in the ‘Quick Find’ and click on “Lightning App Builder”, and then click on ‘New’.
3. Click on Home Page and click Next.
4. Use Standard Home Page from the Page Template.
5. Click on Finish.
6. Drag Flow Component on the Page.
7. From the Properties of the flow component choose the New Lead.
8. Click on Save.
9. Click on Activate, and then assign as Org Default.

Now, just click on the Check the Challenge, and congratulations on clearing this Unit.

Unit 4- Customize How Records Get Approved with Approvals

I think you guessed it right, yes in this unit we are going to deal with the Approval process.

This challenge wants us to “Create an approval process to ensure that prospect accounts with more than 500 employees are approved before they’re converted to customers.”

So let’s start. But before proceeding with the task just make sure that ‘Prospect’, ‘Customer’, and ‘Pending’ values should be available in the Type picklist of the Account’s Object. For this Go to Object Manager. In Fields and Relationships for the Account object, check the Type field’s picklist values for Prospect, Customer, and Pending. Add any of these values that are missing.

Now, let's create an Approval Process.

[Use the screenshots after the steps for reference]

• Go to the setup page and type Approval in the Quick Find box.
• Click on Approval Process.
• From the “Manage Approval Processes For:”, select Account Object.
• From the “Create New Approval Process” dropdown select “Use Jump Start Wizard”.
• Provide the following details in the “Approval Process Information” section.
• (a) Name- Approve New Account
• (b) Approval Assignment Email Template- Any Template
• In the “Specify Entry Criteria” section provide the following details.
• (a) Account: Type equals Prospect
• (b) Account: Employees is greater than 500
• In the “Select Approver” section choose the “Automatically assign to approver(s).” option and select yourself as the user.
• Now click on Save and click on OK in the confirmation dialog box.
• Now click on the “View Approval Process Detail Page” button, which will take us to the Approval Process Setup Page.
• Provide the following field update action in the “Initial Submission Actions” section.
• (a) Name: Account Type To Pending
• (b) Update the Account: Type field to Pending
• Provide the following field update action in the “Final Approval Action” section.
• (a) Name: Account Type To Customer
• (b) Update the Account: Type field to Customer
• Edit the following information in the “Final Approval Action” section.
• (a) Name: Record Lock (Already Exists)
• (b) Unlock the record for editing
• Provide the following field update action in the “Final Rejection Action” section.
• (a) Name: Account Type To Prospect
• (b) Update the Account: Type field to Prospect

Once these steps are over your approval process would look something like the below-given screenshot.

And yes, don’t forget to activate the approval process.

All done, and we are now ready to check the final unit of the module.

And congratulations on clearing the module.

Don’t forget to leave your comments and give a clap to the blog, if you find it helpful.

Thank you so much