How To

Clone a Task/Log a Call for Multiple Accounts

Sometimes, a customer service rep (CSR) may service a person that is associated with multiple WhatIds (accounts, policies, opportunities, etc.) and when they create a task or log a call, they can only relate the task to one account, policy, opportunity, etc. There is no option to relate it to multiple things. Instead, they create the first log a call or task and relate it to the one account, policy, opportunity, etc. and then they clone the log a call/task and relate it to another account, policy, opportunity, etc. If there is another account, policy, opportunity, etc., they need to repeat the cloning step again. 

What if, we can make this more efficient for the CSR? 

What if, they can select the accounts, policies, opportunities, whatever they need to relate the task to on one screen and upon submit, it clones the tasks for each account, policy, opportunity, or whatever it is for them?

Mind blown!

Let’s delight those CSRs and increase their overall productivity so they can move onto the next customer.

How To

Send An Email with an Attachment When an Event is Created or Event Date Revised

This blog post was inspired by Yvonne Navas. Here are a few lessons learned from implementing this use case: Use an email alert with a Classic Email Template to send an email with a file attachment Use a record triggered after save/update flow to send the appropriate email Business Use Case:  Addison Dogster is the system… Continue reading Send An Email with an Attachment When an Event is Created or Event Date Revised

How To

Record the Last Event With A Contact

Your company has a business model where multiple sales people representing different channels or product focuses, or an internal/external sales team, may interact with the same individual. There is a business need to track calls to the contact or events with the contact. These two use cases will be covered in a 2-part article series.… Continue reading Record the Last Event With A Contact

How To

View the Uploaded File List After Uploading the Files via Screen Flow

Those flownatics who have used the OOTB file upload component know once the files are uploaded to the screen flow, that the files are not shown back to the user as a confirmation of the files uploaded. This can be achieved using OOTB flow by querying the documents, assigning the file title and extension to a text template adding it to a variable and then displaying that variable on a flow screen. 

How To

Run a Segment of Your After Save/After Update Record Triggered Flow at a Dynamically Scheduled Time Using Scheduled Paths

If you’ve created a time-dependent action on a workflow rule, a scheduled action in a process or a pause element in flow, now you can run part of your record-triggered after save/after update flow based on a dynamically schedule time using the new feature – scheduled paths – in Spring ’21! This new feature is… Continue reading Run a Segment of Your After Save/After Update Record Triggered Flow at a Dynamically Scheduled Time Using Scheduled Paths

How To

Reference Prior Value in a Before/After Update Record Triggered Flows

One of the long awaited flow features is coming in Spring ’21 — the ability to use prior value in before or after update record triggered flows. This brings us closer to be migrating our processes into flows as Flow Builder is the end state declarative automation tool. In a record triggered flow, you can… Continue reading Reference Prior Value in a Before/After Update Record Triggered Flows