Tutor and Tricks

• Drag and drop a Record Lookup ( Give the name Account Clone) on the window, to save account field values in variables that you created, as shown in below screenshot

• Likewise drag and drop another Record Lookup ( Give the name Opp Clone) on the window, to save opportunity field values in variables as shown in below screenshot

• Now we will create account record first, to do this drag and drop another Record Create ( Give the name Craete new account) on the window, pass the variable values in the fields and store new account id in a variable in my case it’s  NewAccountID as shown in below screenshot

• Final steps creates opportunity record. to do this drag and drop another Record Create ( Give the name Create opp) on the window, pass the variable values in the fields. In the AccountId field pass the newly created account id i.e. NewAccountID and select Stage as per your choice, as shown in below screenshot

• Now navigate to Error Message section and write the message you want to display when the formula statement evaluates to False, You can take help from below screenshot

• You can also use Rich text editor to define error message in a different  font, size and color.
• Likewise you can create Phone Number (Text) field and write validation rule, you can take help from below screen shot

• Create Amount (Currency) and make this field require by selecting Required check-box.

• If flow contains an invalid formula, then You can’t activate that flow.
• The formula expression must return a Boolean value.
• If the user leaves the field blank, and the field is not required, no validation is performed.
• A formula in a flow can’t contain more than 3,000 characters
• Formulas in flows don’t support the below mentioned functions. Using these functions results in your formula returning Null (GETRECORDIDS, IMAGE, INCLUDE, INCLUDES, ISCHANGED, ISNEW, ISPICKVAL, PARENTGROUPVAL, PREVGROUPVAL, PRIORVALUE, REQUIRE SCRIPT, VLOOKUP)

–> Branding – How to use Image in Visual Workflow

• Navigate to Resource tab, and create a variable with name ImageURL, Select data type as Text and under Default Value define an image tag as shown in the below screenshot

• Create Amount (Currency) and make this field require by selecting Required check-box.

• If flow contains an invalid formula, then You can’t activate that flow.
• The formula expression must return a Boolean value.
• If the user leaves the field blank, and the field is not required, no validation is performed.
• A formula in a flow can’t contain more than 3,000 characters
• Formulas in flows don’t support the below mentioned functions. Using these functions results in your formula returning Null (GETRECORDIDS, IMAGE, INCLUDE, INCLUDES, ISCHANGED, ISNEW, ISPICKVAL, PARENTGROUPVAL, PREVGROUPVAL, PRIORVALUE, REQUIRE SCRIPT, VLOOKUP)

–> Branding – How to use Image in Visual Workflow

• Navigate to Resource tab, and create a variable with name ImageURL, Select data type as Text and under Default Value define an image tag as shown in the below screenshot

–> Improve Visual Workflow UI

1. buttonLocation :- You can define location of navigation buttons in the flow user interface. Available values are Top, Bottom and Both.
2. buttonStyle :- You can define style to the flow navigation as a set. Can only be used for inline styling, not for CSS classes
3. FlowText :- You can define A field label.
4. FlowCurrency :- You can define A field label.

Note:- To learn more about “Customizing a Flow’s User Interface” click on the URL.

Now create a Visualforce Page and embed your Flow. To change the  label of Text field (Name (Text), Phone Number (Text)) defines one CSS class and use it in Visualforce page

<style type=”text/css”>
.FlowText {
  color: green;
}
</style>

Likewise you can define CSS class different attributes. finally our page looks like below screenshot

You can download the full code from Github or From Chatter. let me know if you are unable to download the code.

• The next task is to display all users where the User Full Name match with Screen1 enter follow name field. To do that again drag and drop Screen on canvas ( Give the name Choose Follower), add Radio button ( Give the name Choose Follower Name) as shown in below screenshot

• On the next screen, our main work is find out selected user’s ID. To do that we will use Record Lookupelement ( Give the name Find Selected user ID), under Loo up select User , enter search criteria Nameequal to Choosee_Follower_Name, and store recordID into some variable as shown in below screenshot

• The next task is to create a record into EntitySubscription object . it’s required Parentid andSubscriberId. we have SubscriberId, for ParentID we will use AccountID variable.  Now Drag and DropRecord Create element into the canvas ( Give the name Auto add follower into the record), under create select object EntitySubscription and assign value into Parentid and SubscriberId as shown in below screenshot 

• Click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows
• Click on New Flow, it will open flow canvas for you
• First create a variable with name AccountID and we will use into the flow
• Drag and drop a Screen ( Give the name Remove Subscriber) on window, and click on Add a Field ( Give the name Enter Subscriber User ID ) to enter a UserID from user as shown in below screenshot

• In the next screen we will remove this subscriber from the record. Drag & Drop Record Delete element into the canvas, and give the name Remove follower. Under delete drop-down selectEntitySubscription object and map the field as shown in below screenshot

Now create a button (Remove Follower) on the Account object to call this flow and assign {!Account.Id} into variableAccountID

Link will be /flow/Remove_follower?AccountID={!Account.Id}&retURL=https://ap1.salesforce.com/{!Account.Id}

Now it’s time to test this feature

Add Follower

1) To add follower to the record, navigate to the Accounts tab and click on any Account Name to open it’s detail page, and click on the Add Follower button as shown in below screenshot

2) Enter name of the user whom you want to add subscriber of that account record, you can take help from below screenshot  and click on Next

3) On the next screen you can select subscriber from the list of users based upon your search criteria, as shown in below screenshot and click on Next

4) You will drill down to account detail page and user will added as follower, below is the screenshot as a proof

Remove Follower

We will remove the same follower that we added on the last step.

1) To remove the follower from the record, navigate to the Accounts tab and click on any Account Name to open it’s detail page, and click on the Remove Follower button.

2) It will open Remove follower flow for you, enter UserID  whom you want to remove as a subscriber of the  record, you can take help from below screenshot and click on Next

3) You will redirect to account detail page, and the user is removed from follower list. You can check below screen shot

Note:- You can enhance Add/remove functionality by using Loop and collection  (Spring’14 pilot feature) to show the list of users that are not following record. Currently I am showing all users from an organization based on user name entered (Step 2 – Enter new subscriber name) .