Problem: As an Sales Support Analyst, I would like to mass transfer opportunities between users. Salesforce 'Mass Transfer Records' ( Setup | Mass Transfer Records) does not provide opportunity mass transfer and usage of Dataloader is not an option. Solution: A simple flow can do the trick. The flow can be added to the Home Page (conditionally rendered for certain Admin profiles) or a custom lightning App. Step 1: Navigate to Setup | Flow | New Flow | Screen Flow | Auto-Layout . Step 2: Click the 'New Resource' button on the Toolbox Step 3: Click 'Add Element' and select 'Screen'. Drag 2 Picklist components into the canvas Step 4: Add 'Update Records' to the flow Step 6: Add the flow to Home page for testing Final flow:
Custom notifications are sent to desktop or mobile for anything that needs an user's attention. To get started we need to create a Custom Notification Type by navigating to Setup | Notification Builder | Custom Notifications | New . Creating a custom notification type lets us pick the channels for the notifications (Desktop or Mobile or Both). Problem: Once we have the custom notification created, we need the CustomNotificationTypeId for using it with "Send Custom Notification" action in the flow . We can use Developer Console or Workbench to fetch the Id. Problem with fetching the Id and using it hardcoded or storing it in a metadata and using it on a flow are as follows The Id will change when the flow is moved from a sandbox to production environment causing the flow to fail. Refreshing a sandbox will carry the production Id to sandbox and the flow will fail in sandbox. Solution: Using "Get Record" flow component to get the custom notification record. Ge
What are Shared Activities? Shared activities is a feature that allows association of multiple contacts to a single task. This feature can be turned on by navigating to Setup | Feature Settings | Sales | Activity Settings. Turning on this feature may take up to 48 hours depending on the number of tasks that already exist in the Org. Problem: Standard LastActivityDate field in contact object does not get updated on all contacts when a task is associated to multiple contacts. Only the primary contact's LastActivityDate is updated by default. Reports using LastActivityDate will have wrong Activity Date. Solution: Create a custom datetime field and update the field using the flow to track contact activities. LastActivityDate is a read only field and cannot be updated. Expanded view of flow components for reference: Record-Triggered Flow Get Related Task Who Records Iterate Task Who Collection Check if the Who type is 'Contact' Bulkify the Contact Update Collection by creat
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