Gorav Seth

Salesforce MVP (HOF) | Permaculture designer

Read this first

scheduled flow + vf email template demo

I have built out a demo scheduled flow that sends an email to each opportunity owner with a list of open opportunities, using a visualforce email template. This flow is much like a report subscription, but with more context, and without nearly as much work of scheduling subscriptions to N users. And - no 5 subscription limit!

The basic approach is covered in this article - which was built on custom objects in our HR system.

In order to avoid hitting the flow iteration limit from building a unique collection of owner Ids (which I can do using this hackish but inefficient approach), I built an invocable apex class that takes a sobject collection and a field, and returns a unique collection of values. This could have some other interesting uses, and opens this flow up to run on up to about 1990 unique active owners, which is pretty robust by my standards…Above that value, you will...

Continue reading →


scheduled flows + visualforce email templates

Many options exist to notify folks about salesforce data. I classify them as ‘popcorn’ (email alerts / chatter posts / notifications via workflows/flows/processes) or ‘consolidated’ (report subscriptions, that random opportunity email thing, custom visualforce emails with summarized info).

HR needed to automatically notify managers when people who reported to them had a contract that would expire in 90 days. Report subscriptions dont scale for this. Popcorn is a pain to build, and makes for a fractured user experience, so I wanted to send the manage a single summary email w all the data, on the first of the month.

The full-code way would be a scheduled batch job that sends the email, which can be all code. Nothing crazy, but i would guess a hundred lines or so,

Instead, I used scheduled flows and a visualforce email template in a regular old email alert, which leaves most of the...

Continue reading →


giving automated process user access to apex class

this post is just to reference this brilliant url hack by Matt - as eventually this approach will disappear in the comments on the idea to make it unnecessary, as it should be.

the link

Matt’s approach

Try opening the Developer Console to query for the autoproc Profile ID…
SELECT ProfileId FROM User WHERE Alias = ‘autoproc’
…then doctor the URL to get at its setup and enable the relevant Apex Classes:
/_ui/system/user/ProfileApexClassPermissionEdit/e?profile_id={autoproc_profile_id}

rtaImage.png

View →


Default outcome in decision elements

I don’t like using default outcome in decision elements. I want to expressly define which path should be taken, and dont want the flow to take a path because i did not anticipate something.

Then I ran into an issue where a flow was finishing early because there was no matching outcome, and i had not mapped the default outcome. This was skipping a final notification step that was critical to the process.

So now, I created a subflow that i can use to send an ‘error’ notification in any flow, and i pass in the flow name, running user name, and ‘error message’. I already have an object I use to log errors from my code, and just write to that object via flow.

This way I can provide a path for the default outcome that expressly triggers an error notification, but can also allow the flow to continue to the next step. Progress!

Continue reading →


soql to csv in cli

using the salesforce cli to export a soql query to a csv file is just magic.

sfdx force:data:soql:query -q “select id,parentId,parent.Name,createdDate from feeditem where createdById = ‘0051W0000065wTP’” -r csv > yourfilename.csv

that is it

sfdx
force:data:soql:query
-q “insert query here”
-r csv

boom!

View →


setting date field to null in flow assignment

in assignment elements, flow date fields do not accept globalconstant.empty string, or any values other than a proper date.

i needed to set one to null.

i was able to create a flow formula field, type = date, and value = NULL

and it worked!

nullDateFormula.png

full disclosure - maybe you can just leave it blank in the assignment element. didnt test that! tbd.

View →


flow external services

using flow and external services to cause minor mayhem

the use case : merge salesforce data into a word doc using flow

approach : use a flow button to callout to a microsoft power automate endpoint via external services

useful posts
https://katiekodes.com/flow-apex-defined-data-types/
https://help.salesforce.com/articleView?id=enhanced_external_services_example_schema.htm&type=5

the learnings :
a) no apex defined data types need to be created- the external service schema definition itself is the apex defined data type. just create a variable, type = apex-defined, and for the apex class, select ExternalService__YourExtServiceMethod - it will be waiting for you

View →


ISCHANGED and PRIORVALUE in Before Save Flows (not for after save flows)

Before save flows do not directly offer functions like ISCHANGED, ISNEW, and PRIORVALUE

ISNEW can be handled by checking if $record.id is null (h/t to Jen Lee)

To handle ISCHANGED or PRIORVALUE, use a get records element to get the current record, which gives you the values from before your auto-launched-before-save-flow updates it.

To do this, select your object, and filter for id = $record.id
make sure to only store the first record, you dont need a collection here!

getRecord.png

Now you can check if it was changed in a decision element by comparing the new value ($record.yourField) with the prior value (getRecord.yourField)

in my case i wanted to check if it was equal to a certain value, and changed, so i went with a decision like this

decIsChangedSpecificValue.png

to just test if a field is changed, create a boolean formula like this

IF(TEXT({!getPriorValue.Status__c})!=TEXT({!$Record.Status__c}),TRUE,FALSE)

and...

Continue reading →


Preventing duplicate junction object records

Native dupe management only allows you to reference a single lookup field. So it cannot prevent duplicate junction object records.

By using a (new in spring 20) before save flow to concatenate the two IDs into a single text field, you can prevent duplicate junction object records.

This cannot be done with workflow rules, because of the order of operations. Dupe rules are evaluated at step 6, and workflow at step 11 (as of Feb 2020)

Here are the steps

  1. create a text field named Compound Key on your junction object
  2. create a flow
  3. click on the start button and set the flow to launch on ‘new or updated records’ (you can decide if it fires on insert, update, or both)
  4. add an assignment element that sets Compound Key to a formula field which concatenates the two ID fields on the record
  5. create and activate a matching rule that matches on Compound Key (exact)
  6. create and activate a dupe...

Continue reading →


Stripe to Salesforce via Microsoft Power Automate

Stripe is a great payment processor. Integration with salesforce requires using a third party tool, of which there are many - though i have not explored them.

I recently discovered the inbound http request connector in Microsoft power automate, fka microsoft flow.

Like most things with flow, its got some quirks. I cannot find this connector for an automated flow, only for an ‘instant’ flow - which is supposed to be triggered manually but in this case fires automatically. So, yeah, onwards.

So create a new flow, type = instant, give it a name, and select ‘when http request received’ as the trigger.

flow1_instant.png

Add a connector, any connector (I chose weather), click save, and you have a REST API endpoint on Azure of your very own. (you have to have another connector to save)

Open up the HTTP connector, and you can see the endpoint (the HTTP POST URL). Copy that.

flow_httpReq.png

Now we need to enter...

Continue reading →