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Employee Onboarding Automation with Salesforce Flow using Standard Account Object
Solution
Create employee and designation objects. Your first task is to set up the essential Salesforce Custom Objects and fields, enabling efficient capture of Employee and Designation data. By creating the appropriate objects and custom fields, we will build a solid foundation for our employee management system.
Step-by-Step Implementation
Step 1: Setting Up the Flow
1. Access Flows: In your Salesforce org, search for ‘Flows’ in the setup option.
2. Create New Flow: Select ‘New Flow’ and choose ‘Record-Triggered Flow’.
3. Specify Trigger Event: Choose the ‘Account’ object and set the trigger to ‘Record Creation’.
Step 2: Creating the First Action
Action for Document Follow-Up:
1. Add an action to create a task for document follow-up.
2. Label the task as ‘Create Task Follow Up for Documents’.
3. Assign the task to the account owner and set the due date to 15 days from the account creation.
Step 3: Setting the Due Date
Create Due Date Formula:
1. Enable the due date option.
2. Use a formula to set the due date as the current date plus 15 days.
Step 4: Linking to the Account
Set Related Record:
1. Enable the ‘Related Record ID’ section.
2. Select the global variable of the account ID.
Step 5: Creating the Second Action
Action for Onboarding Kit:
1. Add a second action to share an onboarding kit.
2. Label it ‘Create Task Share Onboarding Kit’.
3. Assign it to the account owner with a due date set as the current date plus seven days.
Step 6: Saving and Activating the Flow
Finalize the Flow:
1. Save the flow with the name ‘Employee Onboarding Automation’.
2. Don’t forget to activate the flow.
Congratulations! You’ve now successfully implemented an automated employee onboarding process in Salesforce using the standard account object.
Connect and Validate with saasguru’s Salesforce labs
saasguru’s Salesforce labs are designed to provide real-time validation. It ensures that learners are not just absorbing information but mastering the skills necessary to tackle real-world Salesforce challenges. This approach allows learners to immediately apply and test their understanding in practical situations.
