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