LET'S LEARN TOGETHER. THE BEAUTIFUL THING ABOUT LEARNING IS NOBODY CAN TAKE IT AWAY FROM YOU.

Solution Management in Salesforce Part IV - Automation


Automation in Solution is another important topic. It is actually used to let the Solution Manager know that a new Solution is created in the organisation. We can have a look how we can automate this process with workflow. Again I always believe in Use Cases as use cases are the best way to understand a concept in Salesforce. So here comes the Use Case -

Use Case -
In the organisation "XYZ Corporation", Jonathan Sasse is the Solution Manager. He should be notified through an email every time a new Solution is created in the organisation.

Implementation -
  • Create a new email template first with the name "New Solution notification to Solution Manager" as - 
  • Create Workflow Rule -
    • Click on Setup | Build | Create | Workflow & Approvals | Workflow Rules.
    • Click Continue.
    • Click New Rule.
    • Choose Solution from the dropdown for the object and click on Next.
    • Select Rule Name as "Notify Solution Manager" and put description as "Workflow rule to notify Solution Manager when a new rule is created.".
    • Under Evaluation Criteria, selected Created radio button.
    • Under Rule Criteria, select Run this rule if the following criteria are met
    • Choose Solution: Solution Status equals Draft as shown below -
    • Click Save & Next.
    • Click Add Workflow Action | New Email Alert
    • Put "Send email to Solution Manager" as description. Then select the newly created email template i.e. New Solution notification to Solution Manager.
    • For Recipient Type Search for User and select Jonathan Sasse from the available recipients.
    • Click on Save.
  • Recommendation: Since sending an email is done through Workflow, there is no way to track this activity. So it is always better to create a task with status "Completed", assigned to Solution Manager. This should be done as a Workflow action and intention is to track that email was send to the Solution Manager.
  • Finally click on Done and click on Activate to activate the Workflow Rule.

Done. Any feedback, please let me know. Thanks.
Share:

No comments:

Post a Comment

Follow Me

Enter your email address:

Delivered by FeedBurner

Popular Posts

Labels

Salesforce (105) Apex (45) admin (27) visualforce (21) ADM (20) dev 501 (19) integration (18) learn salesforce (18) 501 (16) SOAP (13) lightning (12) tutorial (11) Certification. (9) javascript (9) Certification (7) Trigger (7) test class (7) unit testing (7) Advanced Admin (6) Sharing and Visibility (6) design pattern (6) developer (6) report (6) salesforce release (6) security (6) trailhead (6) Advanced Apex (5) Kitchener Developer Group (5) New Features (5) SOQL (5) css (5) dashboard (5) debug (5) formula (5) mobile (5) service cloud (5) solution management (5) use case (5) JSON (4) Lightning Experience (4) Salesforce DX (4) WebSphere (4) best practice (4) cast iron (4) component (4) deployment (4) github (4) html (4) polymer (4) profiles (4) responsive (4) tdd (4) ui (4) Architect (3) Live Chat (3) Online Event (3) Opportunity (3) Performance (3) Products (3) REST (3) Role (3) Sales Cloud (3) Scratch Org (3) Study Notes. (3) Summer15 (3) Tips (3) Web Technology (3) dynamic apex (3) event (3) license (3) map (3) mapbox (3) singleton (3) version controlling (3) Asynchronous callout (2) Bulkify (2) Data Architecture and Management Certification (2) Devops (2) Distributed Version Controlling (2) ES6 (2) Eclipse (2) Einstein (2) Enterprise Territory Management (2) Financial Services Cloud (2) Force.com IDE (2) Governor Limit (2) Groups (2) IBM (2) Implicit Sharing (2) JourneyToCTA (2) Kitchener User Group (2) Lightning Design System (2) Live Agent (2) Metadata (2) PD II (2) Price Book (2) SOSL (2) Sharing (2) Spring 15 (2) Summer17 (2) Territory (2) ant (2) automation tool (2) basic (2) chatter (2) coding (2) communication (2) console (2) controller (2) documentation (2) flow (2) git (2) jquery (2) logging (2) object (2) permission (2) process builder (2) release (2) salesforce1 (2) strategy (2) xml (2) Action Plan (1) Action Plan Template (1) Advanced Currency (1) Agent Productivity (1) Analytics (1) Apex Sharing (1) Arrow (1) Asynchronous Apex (1) Aura Framework (1) Batch (1) Bots (1) Browser (1) Bulk data load (1) CTA (1) Calendar (1) Canon (1) Case Management (1) Celebration (1) Cheat Sheet (1) Classic (1) Community (1) Confetti (1) Constructor (1) Contact Center (1) Continuation (1) Continuous Integration (1) Convert (1) Cookie (1) Custom Metadata (1) Custom Object (1) Customer (1) Dated Exchange Rate (1) Decorator Design Pattern (1) Dev Hub (1) Diwali (1) Email (1) FSC (1) Function (1) Future (1) Goals (1) Guide (1) Household (1) Ideas (1) Improvement (1) KPIs (1) Large Data Volume (1) LastModifiedDate (1) Lightning Web Component (1) Manage Currencies (1) Manual Sharing (1) Metrics (1) Multi Currency (1) New (1) New Feature (1) OOPS (1) OWD (1) Omni-Channel (1) Partner (1) Person Account (1) Photo (1) Pipeline (1) Platform Developer I (1) Platform Developer II (1) Presentation (1) Product Schedule (1) Profile (1) Promise (1) Prototype (1) Public Site (1) Query Plan (1) Queueable (1) QuickReference (1) Reports (1) Retrieve (1) Role Hierarchy (1) SFDX (1) Salesforce Optimizer (1) Schedule (1) Session (1) Sharing Rule (1) Sharing Sets (1) Site (1) Skills (1) Snap-ins (1) Spring 17 (1) Summer14 (1) Summer16 (1) Summer19 (1) Switch (1) SystemModStamp (1) User License (1) Users (1) Webservice (1) Winter'15 (1) Winter'17 (1) access (1) actionFunction (1) actionPoller (1) actionRegion (1) actionSupport (1) agile (1) app (1) approval process (1) aura (1) awesome (1) backup (1) bitbucket (1) book (1) campaign (1) change set (1) code (1) code coverage (1) configuration (1) csv (1) custom button (1) custom settings (1) customization (1) data loader (1) database (1) delegate Admin (1) describe (1) dom (1) dreamforce (1) duplicate (1) dynamic (1) equals (1) error (1) field-level security (1) folder (1) ftp (1) generic (1) gift (1) global describe (1) hashcode (1) import wizard (1) jenkins (1) keynote (1) long running requests (1) monitoring (1) mysql (1) page layout (1) personal (1) power of one (1) record type (1) relationship (1) request (1) review (1) sub-tab (1) tab (1) username (1) visual workflow (1) workflow (1)

Blog Archive

Total Subscribers

Total Pageviews