Salesforce guided action list component enables agents to add, run the flows, and quickly execute business logic defined in it. In this post, you can see how auto-populate flows in the guided action list component.
Flows can be added to the guided action list component by clicking the add button and searching with flow name. Another way is to auto-populate the flow based on certain conditions.
Scenario:
As part of this article, we are auto-populating ‘Demo’ flow in the guided action list standard component when there is a change in the Priority field.
Steps:
Login to salesforce
To create a process builder on a case object, click on the gear icon, navigate to the setup
Search for Process builder in the quick find box and click on Process Builder under Process automation
Click on New button. In the pop up enter process name, API name and ‘The process starts when’ field value to ‘A record changes’
Click on Save button
Click on Add object and select the ‘case’ object and other details as mentioned below.
Click on save button
Click on Add criteria. Enter criteria name as ‘POC’, conditions are met as ‘Checked’ and set conditions as shown below
Click on save button
Click on Add action
Select Action Type ‘Create a Record’, Action name ‘Flow auto populate’, and Record Type ‘RecordAction’. Fill set field values data as per the screenshot below
In this case, we have selected parent record Id as case Id.
RecordAction – Is the object which stores the association between a case and the flow.
Parent Record ID – Is the field in the RecordAction object which stores the case Id or any parent object Id.
Basically, we are creating a record in the RecordAction object which associates the flow with the case object. Once it is executed, ‘Demo’ flow is auto-populated in the guided action list standard component.
Click on Save button and Click on Activate
Testing:
Navigate back to the case record page. Change priority picklist value and notice flow auto-population in the guided action list standard component
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