![]() ![]() On Flow Designer, click on the + iconand select Action element.For this, we will use the Create Quip Folder Core Actionelement. The next step is to create a folder for the account to save the Quip document specific to the newly created account. When to Execute Outcome: If the condition requirements are met. ![]() Condition Requirements to Execute Outcome: All Conditions Are Met (AND).Under Outcome Details, enter the Label the API Namewill auto-populate.Enter a name in the Label field the API Name will auto-populate.On Flow Designer, click on the + iconand select Decision element.Now we will use the Decision element to check the Type to ensure that it is equal to Technology Partner and the record is New. Step 3: Salesforce Flow – Using Decision Element to Check the Type Field Step 2: Salesforce Flow – Create Few Variables to Store Quip Folder Id and Document IdĬreate a few variables in the Flow, as shown in the following table: Name Optimize the Flow For Action and Related Records.Trigger the Flow When: A record is created or updated.Select the Record-Triggered Flow option, and click on Create and configure the flow as follows:.Select Flows then click on the New Flow.Step 1: Salesforce Flow – Define Flow Properties Add action – Attach Quip Document to Record.Add a Decision element to check account type.Create few Variables to store Quip Folder Id and Quip Document Link.Define flow properties for record-triggered flow.There are 6 steps to solve Suzanne’s business requirement using Salesforce Flow. Let’s begin building this automation process. To solve the above requirement, we will use the After-save Record-Triggered Flow. This is a basic use case to start with the Salesforce flow. Please spend a few minutes to go through the following flow diagram and understand it. There are a few possible solutions for the above business scenario, but I’ll use Salesforce Flow to solve the business requirement.īefore trying to understand the technical aspect of the solution, let us spend some time to understand the general flow at a high level. Let us help Suzanne to automate the above business requirement. Associate the quip document to the account.Create a separate Quip document for each new account.Create a Folder in Quip for each new account.Users at GoC use Quip document at the account level to improve reps’ productivity. However, they face the following challenge – whenever an account owner creates an account with Type Technology Partner, s/he has to manually perform the following tasks related to Quip: Suzanne is an experienced Salesforce Administrator and is proficient at using automation to eliminate manual processes. Suzanne Schneider is working as a System Administrator at Gurukul on Cloud (GoC). Let’s take a business use case to understand the concept – how can one auto-create a quip document and associate it to a record? Business Use case No need to create a Quip document first and then, manually associate it with a record. One can use Salesforce Flow to auto-create a Quip Folder, document and add it to a record based on your business requirement. Furthermore, users can take this a step further by creating templates with a set of filters like deal size, industry or add live apps like TaskRay into it. The templates enable users to start a page with pre-populated values for a specific account, opportunity or a record for any object. Administrators can create a template, like a pre-sale discovery call, that everyone can use. Quip is not only a collaboration tool but, it also has the capability to create slides, excel, sheets and connect with live apps, including Salesforce. But, it also empowers the teams to be consistent, foster collaboration, and remain focused. Quip not only helps Sales teams to organize their work and integrate seamlessly with Salesforce. ![]()
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