Skip to main content

Working on Process Builder and Flow with Effiency

It's long therefore I split it to different module that you can click instead of scroll,

Problem statement

I was working on requirement which involving on after trigger update and suddenly have to stop when I hit governer limit in Process Builder that not related to the current changes.

Too many SOQL queries: 101

Usually when I got this type of error I will worry and start looking into my code which is not wrong approach at all. However it is good to start with the Process Builder that hinting the exception although the changes that we are working on seem like not relevant. Actually it is relevant when it involves process builder , flow , trigger and workflow (everything that involve DML)

Let say that is current data model , please ignore the sense of object name,field name as I just renamed it from actual name. Pay attention on the relationship.
  • Product Proposal is a parent object of Proposal Review. It holds Region and Country.
  • Audit Question is lookup field in Proposal Review
  • Process Builder is fired whenever Proposal Review is created to populate correct field for Email Note and Reviewer Email.
  • However for region related question, the notification email need to be sent to Sales Ops that in charge on specific Region or even narrow down to the Country level.

The current implementation is :

Process Builder

Fires autolauched flow without any specific criteria and it passes several info to flow such as :
  • VarReviewerId = Proposal_Review__c.Id
  • VarQuestionId = Proposal_Review__c.Audit_Question__r.Id
  • VarUserId = Formula field to pass specific user Id based on Region and Country

CASE( TEXT(Proposal_Review__c.Product_Proposal__c.Region) ,
"UK", "0054xxxxxxxxxxk",
"USA", "0051xxxxxxxxxxt",
IF(TEXT(Proposal_Review__c. Product_Proposal__c.Country) = "Australia", "005xxxxxxxxxxxt", "05xxxxxxxxxxxf"),

Autolaunched Flow
  1. Get Records : Retrieve Audit Question using varAuditId to get 
    •  Email Note
    • Reviewer Email
    • Question Code
  2. Decision :
    • Check if the Question Code is AUD-009 (Region Question)
  3. If Question Code AUD-009 , get Record from User by passing varUserId to get
    • User Email
    • Then update Proposal Review with values with
      •  Reviewer Email with User Email 
      • Email Note that retrieved from Step 1
  4. If other Question Code : Update Proposal Review with values that retrieved from Step 1.
    • Reviewer Email with default email
    • Email Note

As you can see many redundancy in this flow. The flow achieved the requirement however it can be done be better. 

What can be improved from this current implementation
  • Some of the action in the Flow can be moved to Process Builder because the logic is to update Proposal Review that initiate the Process Builder.
  • Remove query in Flow to retrieve Audit Question as it can be retrieved in Process Builder.

Process Builder



Popular posts from this blog

Search Solution Basics

When is it a good time to create a customized search solution? You're developing an external knowledge base for user support. You're in the mood for a fun Friday night. The sales reps just started using the Sales Cloud in Lightning Experience. You want to put your company branding in the search bar. What differentiates SOSL from SOQL? Syntax SOSL searches the search index instead of the org database. SOSL searches more efficiently when you don't know in which object the data resides. All of the above. SOSL works with: REST only SOAP only REST, SOAP, and Apex SOQL only What does a search for a single object look like in SOSL? FIND {cloud} RETURNING Account FIND in ACCOUNT RETURNING "cloud" FIND "cloud" in ACCOUNT FIND (cloud) RIGHT NOW! What does a search for multiple objects look like in SOSL? FIND {sneakers} RETURNING ALL ARTICLES FIND {sneakers} in ALL OBJECTS FIND {sneakers} RETURNING Product2, Content

Process Builder is not fired when field update is called from Approval Process

Scenario In Final Approvals section ; in Approval Process we have field update to update Status field. In Process Builder , we have some action that need to be done when Status field is updated in Approval Process.However this process builder is not fired. Solution To handle this, in Field Update in Approval Process , check Re-evaluated Workflow Rules after Field Change as picture below. What happen if field updated from Approval Process. Workflow - does not fires untill Re-evaluate workflow checkbox is ticked on your field update Process Builder - does not fires untill Re-evaluate workflow checkbox is ticked on your field update Trigger - will fire if conditions are matched This is explained in article here  . Field Updates That Re-evaluate Workflow Rules If  Re-evaluate Workflow Rules After Field Change  is enabled for a field update action, Salesforce  re-evaluates all workflow rules on the object if the field update results in a change to the value of the fi

Tips and Tricks : Test class for Invocable method

Issue : I got 100% coverage in my sandbox but when run validation for deployment it returns 0% coverage It turn out that in my sandbox, I am depending on Process Builder to Invocable Apex class, as long I manipulate test data that fire Process Builder it will call Invocable class. This is not useful when deploying it to Production although it gets deployed together with Process Builder. The correct way is to direct call Invocable method inside test class itself. Example of class : 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 global class MyCustomObject_StatusUpdate_Util { @InvocableMethod ( label = ' Update Quote Status ' ) public static void updateQuote ( Request [] requests ) { Set < Id > setOppId = new Set < Id >(); List < SBQQ__Quote__c > listQuoteToUpdate = new List < SBQQ__Quote__c >(); for ( Request request : requests ) {