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

 

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

Awesome Admin: Lightning Challenge – Day 6

Challenge: Customize a standard or custom record page using Standard Lightning Components

Sample Solution: Create a Custom Lightning Home Page

  • Setup
  • Enter App Builder in the Quick Find box,
    • Screen 1
      • Select Lightning App Builder.
      • Click New.
      • Select Home Page
      • Click Next
    • Screen 2
      • Select Standard Home Screen
      • Click Next
    • Screen 3
      • Name your home page.
      • Click Finish
  • Add the components your new Home Page
    • Top Right Region:
      • Drag Upcoming Events to the top right region.
      • Drag Today’s Tasks below the events in the top  right region.
      • Drag Assistant below Tasks in the top right region.
    • Top Left Region
      • Drag News to the top left region
      • Drag Chatter Publisher below News in the top left region
    • Lower Left Region
      • Drag a Report Chart to the lower left region
      • Drag Quarterly Performance to the lower right region.
  • Click Save
  • When the page saves, the activation dialog box will appear.
    • Click Activate

en-us4c88bd9e80a5ff1de87bc5431f0a38a0

  • Assign Your Custom Home Page to a Profile
    • When activating a Home page, you have two options:
      • Default for everyone,
      • Assign to one or more profiles

en-usf57bac4ede9522af0d56742b9779c35c

  • Select Assign this Home page to specific profiles
    • click Next.
    • Find and Select  the System Administrator profile in the list of profile
    • Click Next
    • Review the assignment
    • Click Activate

 

Preview the new Custom Lightning Home Page:

lightning_challenge_day6_final

Trailhead Resource:

Building a Custom Home Page for Lightning Experience

Awesome Admin: Lightning Challenge – Day 5

Challenge: Customize a standard or custom record page using Standard Lightning Components

Sample Solution: Create a Custom Lightning Record Page

  • Setup
  • Enter App Builder in the Quick Find box,
  • Screen 1
    • Select Lightning App Builder.
    • Click New.
    • Select Record Page
    • Click Next

day5_challenge_step1

  • Screen 2
    • Choose the Header, Subheader, Two Columns template

day5_challenge_step2

  • Screen 3
    • Name your page New Account Page – Awesome Admin Accounts PL.
    • Select Account.
    • Click Finish.

day5_challenge_step3

  • When Finished your screen should look like this
  • day5_challenge_step4NOTICE: Custom Components do not appear since we have not deployed Salesforce’s MY DOMAIN settings,
  • Standard components available for account record pages are located in the components pane (Upper half of left sidebar)
    • Drag the Highlights Panel component into the top region of the page.
      • Highlight section provide the most basic information about an account.
    • Drag the Report Chart to the middle region of the page.
      • Section the report in the report details pane.
      • Select how the report will be associated with the record.
      • Note: This component requires a valid lightning report with a chart.
    • Drag a Tabs component to the Lower Left region.
      • In the Tabs component details pane
        • Click Add Tab.
          • Add News Tab:
            • Click the second Details tab  and from the Tab Label drop-down menu, select Custom, and give the tab a new label: News.
            • Click Done
            • Drag the News tab to the top of the Tabs list in the properties pane.
            • Add a News component to the News tab.
          • Update Details Tab
            • Move Details to the second item on the list
            • Add a Record Detail Component to the Details tab.
          • Update Related Tab
            • Add Related Lists component to the Related tab
    • Create an Activity pane to the Lower Right region.
      • Add Activities component to the Activity Pane
    • Click Save
    • Activate.

Final Result:

Day5_Challenge_Day5_Final.png

Source Resource:

Building a Custom Record Page for Lightning Experience