Action Plans …. Reinvented Using Flows

INTRODUCTION:

If you have been using Salesforce for awhile, you may installed and used Action Plans by Salesforce Labs to automate standardized/repetitive processes. This appexchange app was and still is a very useful addon for any Salesforce instance. Customizing Action Plans to meet specific project needs while still keeping it’s simple universal appeal can be problematic. Especially if you are not comfortable with making changes to multiple APEX modules and VISUALFORCE pages.

Process Builders and Visual Flows to the rescue:

One of the best gifts Salesforce ever provided Administrators are Process Builders and Visual Flows. These two autmation tools allow users to automate Salesforce instances without needing a Salesforce Developers.

Business Need: Skeleton Bob has been asked to create a process that will allow product specific onboarding/change procedures. These procedures will consist of specific task to be completed by both non-Salesforce users and Non-Salesforce users.

After working with the line of business, Bob defined the resuable task templates, assigned user and/or teams for each product. He tried to use Action Plans, but the business line needed to many changes specific to them that would have changed Action Plans users in other line of businesses. Bob instead mimics Action Plan’s design using new objects and extends functionality with visual flows.

Design Components:

 

Design Components:

Note: A new blog post will be used for each component’s details

  • Objects:
    • Action Plan Flow Templates
      • Action Plan Flow Template Tasks
      • Action Plan Flows
        • Action Plan Flow Tasks
        • Links Parent Accounts
  • Custom Settings:
    • Action Plans Settings
      • Chatter Brag
      • Unassigned Tasks Defaults to Record Owner
  • Process Builders:
    • Action Plan Flow Template Task – PB
    • Action Plan Flow – PB
    • Action Plan Flow Task – PB
    • Task – PB
    • PARENT ACCOUNT
  • Visual Flows:
    • Action Plan Flow Template – Autolaunched Flow
    • Action Plan Flow Template Add Edit – Screen Flow
    • Action Plan Flow Template Task – Autolaunched Flow
    • Action Plan Flow Template Task Add Edit – Screen Flow
    • Action Plan Flow – Autolaunched Flow
    • Action Plan Flow Add Edit – Screen Flow
    • Action Plan Flow Task – Autolaunched Flow
    • Action Plan Flow Task Add Edit – Screen Flow
    • APFT Task Dependencies – Autolaunched Flow
    • APF Task Dependencies – Autolaunched Flow
    • APF Add Case Teams – Autolaunched Flow
    • APF HTML Emails – Autolaunched Flow

 

Associating Holidays With Business Hours

There are two ways to associate business hours and holidays.

Method 1 – Associate Business Hours Via Holidays

  1. Navigate to Setup | Administer | Company Profile | Holidays.
  2. Click on the holiday from the Holidays list
  3. It will open the Holidays detail page.
  4. Click on Add/Remove from the Business Hours list.
  5. In addition, add any Business Hours as per your needs.

Method 2 – Associate Holidays Via Business Hours

  1. Navigate to Setup | Administer | Company Profile | Business hours.
  2. Click on the Business Hours option from the available list:
  3. It will open Business Hours detail page.
  4. From the Holidays list, click on the Add/Remove button.
  5. It will redirect you to the next screen where you can associate the current business hours with multiple holidays:

Set Up Support Holidays in Salesforce.

Use Case:

Holidays let you specify the dates and times your customer support team is unavailable. After you create a holiday, you can associate it with business hours to suspend business hours and escalation rules during holiday dates and times. (Set Up Support Holidays)

Limits:

There are a few guidelines to keep in mind as you set up and work with holidays. (Guidelines for Creating Support Holidays)

  • Each set of business hours can associate up to 1000 holidays.
  • Holidays automatically acquire the time zone of the business hours with which they are associated.
  • You can only add business hours marked as Active to holidays.
  • Holiday names don’t need to be unique.
  • Currently, report results do not take holidays into account.
  • If you schedule a holiday to recur on a specific day of every month, the holiday will only recur on months that have that specific day.
  • Holidays that fall on a weekend
  • All users can view holidays via the API.

Setting up the holiday settings

To set up the holiday settings for your organization, follow these steps:

  1. Navigate to Setup | Administer | Company Profile | Holidays 
    or From Setup, enter Holidays in the Quick Find box, then select Holidays.
  1. Click on the New button or click Clone next to the name of an elapsed holiday .
    New Holiday.PNG
  1. Enter the following fields
    1. Holiday Name,
    2. Description,
    3. Date,
    4. Time fields.
    5. Recurring Holiday checkbox
      1. Frequency,
      2. Start Date,
      3. End Date fields
        Recurring Holiday.PNG
  2. Click on Save

 

 

Awesome Admin: Lightning Challenge – Day 10

 

Challenge: Share your favorite lightning feature!

Answer:

Hands down my favorite feature in Lightning Experience is the App Builder. (Followed closely by the new modern dashboards.)

Building on a known infrastructure with reusable components (out-of-the-box components & custom), the App builder allows #AwesomeAdmins to do so much more is less time.

With great power comes great responsibility. Gather the business need/customer stories. Take a step back and design solutions to accommodate as many business units as possible. Build today with an eye on the future.

 

 

Awesome Admin: Lightning Challenge – Day 9

Challenge: Create a new Lightning app page and assign to an app

For this challenge we revisit the same concepts we have covered in the previous posts.

Sample Solution:

  • Setup
  • Enter App Builder in the Quick Find box,
  • Screen 1
    • Select Lightning App Builder.
    • Click New.
    • Select App Page
    • Click Next
  • Screen 2
    • Select Main Column and Sidebar
  • Screen 3
    • Type Name
    • Click Finish
  • Add components as required
  • Activate
    • Page Settings
      • Assign a Name
      • Icon
      • Activate for Select Users
    • Lightning Experience
      • Add Additional Pages
    • Salesforce1
      • Add pages to Salesforce 1 App
  • Assign App Page to App
    • App Manager
      • New Lightning App
      • App Details & Branding
        • Name
        • Description
        • Icon
        • Color
        • Click Next
      • App Options
        • Click Next
      • Select Items
        • Select your newly created app page
        • Add any other pages needed
      • Assign to user Profiles
        • Select which profiles will use the app

And as always … test the final result.

Awesome Admin: Lightning Challenge – Day 8

Challenge:Create a new Lightning Dashboard

A picture is worth a thousand words. Dashboards provide an at-a-glance summary of key metrics. Lightning dashboards provide a creative and modern way to visualize data in a meaningful way.

Sample Solution:

  • Click Dashboards
  • Clicking New Dashboard to launch the drag-and-drop dashboard builder.
  • Enter a Name for your dashboard
  • Click Create.
    Dashboard editor

    Resource:Visualizing Your Data with the Lightning Dashboard Builder

  • Clicking +Add [1] to insert a new component on the dashboard.
  • Select a source Report to provide data for the dashboard component.
    • Note: Data is displayed based on the user who created the dashboard.
  • The component can be edited [2], re-positioned [3], resized anywhere on the builder [4].
    • Chart Types:
      • Bar Charts (Horizontal or Vertical)
      • Stacked Charts (Horizontal or Vertical)
      • Line Chart
      • Donut Chart
      • Gauge
      • Table
      • Metric
  • Each chart can be configured within the edit component popup using specific criteria. The available criteria differs based on chart type.
    • Titles, Subtitles and Footers
    • Data Dimensions
    • How data is Sorting
    • Max Values to display
    • Axis Data Sources
    • Stack by Field
  • Add charts as need to communicate what is needed.
  • Click Save
  • Click Done

 

Awesome Admin: Lightning Challenge – Day 7

Challenge: Assign a customized record page to a specific Lightning App

Activating a custom record page in the Lightning App Builder will present two options to your users:
  1. Default for All Users
  2. Assign the record page to one or more Lightning apps.

NOTE: The Assignments by App column in the Lightning Record Pages related list in the Object Manager to see which Lightning apps each record page is assigned to.

 

Sample Solution: Assign a customized record page to a specific Lightning App from the Lightning App Builder:

  • Setup
  • Enter App Builder in the Quick Find box,
    • Optionally you can get the page by following the object manager, object then lightning page 
  • Click edit next to the Custom Record Page you want to assign
  • Click the activation button
  • Assigned to App”
    • Select Assign page to specific apps if not previously assigned
    • Select Change the apps that this custom page is assigned to if the app was previously assigned to an app –
  • Enable the Checkbox  next to the app the page is to be assigned.
  • Click Next
  • Click Save