A number of Scheduled Actions Inside a Single Stream!

Final Up to date on April 2, 2023 by Rakesh Gupta

Huge Thought or Enduring Query:

How do you schedule a number of emails with Salesforce Stream? 

Goals:

On this article, the reader will be taught the next:

• How one can use Salesforce Stream to ship a number of e-mail alerts utilizing Scheduled Paths
• and far more

Pamela Kline is working as a System Administrator at Gurukul on Cloud (GoC). At GoC they’re utilizing Salesforce Stream to streamline Gross sales Processes. Pamela obtained a requirement – as quickly as a Case is closed, do the next duties:

• Ship a follow-up e-mail to the shopper 2 days after the Case Closed Date is populated.
• Ship a satisfaction survey to the shopper 15 days after the Case Closed Date.

Automation Champion Strategy (I-do):

Salesforce Stream is likely one of the strongest instruments supplied by Salesforce to implement enterprise necessities declaratively. By utilizing it, one can decrease utilization of codes of their Salesforce org. The perfect half is, you don’t have to jot down check courses to your Flows! Implementation of Salesforce Stream could be very straightforward – you create a Stream, check it, after which use a Change Set to deploy it to Manufacturing. To realize mastery of Salesforce Stream, it’s important to perceive its capabilities – reminiscent of, calling an Apex class, and so on. As we speak we’ll talk about one in all Salesforce Stream’s options – Scheduled Paths.

With Scheduled Paths, it’s simpler to – (1) optimize gross sales responsiveness; (2) automate follow-up actions on essential Instances and Alternatives; and (3) assist what you are promoting wants – all inside a single course of!

Earlier than discussing the answer, let me present you a diagram of the method at a excessive stage. Please spend a couple of minutes going by way of the next Stream diagram to know it.

It’s fairly straightforward to create two processes to unravel the above enterprise requirement; nevertheless, on this case, we’ll use one course of to include each the necessities!

Let’s start constructing the automation course of. 

Guided Follow (We-do):

There are 5 steps to unravel Brenda’s enterprise requirement utilizing After-Save Document-Triggered Stream. We should: 

1. Create an e-mail template for follow-up e-mail
2. Create an e-mail alert for follow-up e-mail
   
3. Create an e-mail template for satisfaction survey e-mail
   
4. Create an e-mail alert for satisfaction survey e-mail
   
5. Salesforce Stream Steps:
   1. Outline move properties for record-triggered move
   2. Add a scheduled path
   3. Add motion – follow-up e-mail alert
   4. Add motion – satisfaction survey e-mail alert

Step 1: Create an E mail Template for Comply with-up E mail

1. Within the App Launcher, sort E mail Templates.
2. Clicks on the New E mail Template button. 
3. Identify the E mail Template and,
   1. Choose the Public folder to retailer it in.
      
   2. Choose Case for the Associated Entity Sort.
4. Add a Topic line and different related data to your recipients.
5. Click on Save.

Step 2: Create an E mail Alert for Comply with-up E mail

1. Click on Setup.
2. Within the Fast Discover field, sort E mail Alerts.
3. Choose E mail Alerts, click on on the New E mail Alert button. 
4. Identify the E mail Alert and click on the Tab button. The Distinctive Identify will populate. 
5. For Object choose Case.
6. For the E mail Template select Comply with-up E mail. 
7. For Recipient Sort choose E mail Area: Contact E mail.
8. Click on Save.

Step 3: Create an E mail Template for Satisfaction Survey E mail

1. Within the App Launcher, sort E mail Templates.
2. Clicks on the New E mail Template button. 
3. Identify the E mail Template and,
   1. Choose the Public folder to retailer it in.
      
   2. Choose Case for the Associated Entity Sort.
4. Add a Topic line and different related data to your recipients.
5. Click on Save.

Step 4: Create an E mail Alert for Satisfaction Survey E mail

1. Click on Setup.
2. Within the Fast Discover field, sort E mail Alerts.
3. Choose E mail Alerts, click on on the New E mail Alert button. 
4. Identify the E mail Alert and click on the Tab button. The Distinctive Identify will populate. 
5. For Object choose Case.
6. For the E mail Template select Comply with-up E mail. 
7. For Recipient Sort choose E mail Area: Contact E mail.
8. Click on Save.

Step 5.1: Outline Stream Properties

1. Click on Setup.
2. Within the Fast Discover field, sort Flows.
3. Choose Flows then click on on the New Stream.
4. Choose the Document-Triggered Stream possibility, click on on Create and configure the move as follows:
   1. Object: Case
   2. Set off the Stream When: A report is created or Up to date
      
   3. Set Entry Standards
      1. Situation Necessities: All Circumstances Are Met (AND)
         1. Row 1:
            1. Area: IsClosed
               
            2. Operator: Equals
            3. Worth: {!$GlobalConstant.True}
   4. When to Run the Stream for Up to date Data: Solely when a report is up to date to fulfill the situation necessities
   5. Optimize the Stream For Motion and Associated Data
5. Click on Achieved.

Step 5.2: Salesforce Stream – Add Scheduled Paths

The aim of utilizing a scheduled path to ship e-mail alerts in several days.

1. Underneath Begin, choose Add Scheduled Paths (Non-compulsory).
2. Underneath Scheduled Path Particulars, enter the Label the API Identify will auto-populate.
3. Enter the next data
   1. Time Supply: Case: Closed Date
   2. Offset Quantity: 2
      
   3. Offset Choices: Days After
4. Click on the + within the left-side panel so as to add a second Scheduled Path, and repeat Step 2.
5. Enter the Label the API Identify will auto-populate.
6. Enter the next data
   1. Time Supply: Case: Closed Date
   2. Offset Quantity: 15
      
   3. Offset Choices: Days After
7. Superior Choices
   1. Batch Measurement: 200
8. Click on Achieved.

Step 5.3: Add Motion – Comply with-up E mail Alert

The subsequent step is so as to add follow-up e-mail alert to the Stream. We’ll use the Motion ingredient.

1. Underneath Comply with-up E mail node, choose Motion.
   1. Under Filter By, choose Sort. 
   2. Choose the E mail Alert.
   3. Choose the E mail Alert – Comply with-As much as Buyer from the drop-down menu (the e-mail alert which we created in Step #2)
2. Label the brand new motion Ship Comply with-up E mail.
3. Set Enter Values
   1. {!$Document.Id}
4. Click on Achieved.

Step 5.4: Add Motion – Satisfaction Survey E mail Alert

The subsequent step is so as to add satisfaction survey e-mail alert to the Stream. We’ll use the Motion ingredient.

1. Underneath Satisfaction Survey node, choose Motion.
   1. Under Filter By, choose Sort. 
   2. Choose the E mail Alert.
   3. Choose the E mail Alert – Satisfaction Survey from the drop-down menu (the e-mail alert which we created in Step #4)
2. Label the brand new motion Ship Satisfaction Survey.
3. Set Enter Values
   1. {!$Document.Id}
4. Click on Achieved.

 In the long run, Pamela’s Stream will appear like the next screenshot:

As soon as all the things seems good, carry out the steps under: 

1. Click on Save.
2. Enter Stream Label the API Identify will auto-populate.
3. Click on Present Superior.
4. API Model for Operating the Stream: 57
5. Interview Label: Case Shut Notifications {!$Stream.CurrentDateTime}
6. Click on Save.

Nearly there! As soon as all the things seems good, click on the Activate button.  

Proof of Idea

Now onwards, when a assist agent closes a case the processes will fireplace and schedule two actions.

1. Navigate to Setup (Gear Icon) | Environments | Monitoring | Time-Primarily based Workflow.
2. Click on Search.
3. Now search for your Scheduled Stream job displaying data as proven within the following screenshot:
4. Use the Delete button to delete the time-based Stream job from the queue.

Formative Evaluation:

I need to hear from you!

What’s one factor you discovered from this publish? How do you envision making use of this new information in the actual world? Be happy to share within the feedback under.