Today's Accounts to Visit
Focus of This Tutorial: 'Today's Accounts to Visit' Screen Flow
This tutorial enhances the daily workflow of Sales Representatives by building a 'Today's Accounts to Visit' screen flow. This flow, developed using Avonni components within Salesforce’s Flow Builder, organizes a list of accounts for sales visits based on the day's scheduled events in Salesforce.
Step-by-Step Guide to Building the 'Today's Accounts' Screen Flow:
Step 1: Creating the 'Get Today's Events' Records Collection:
Purpose: To gather today's relevant events for the current user, aiding in effective task management.
Implementation: This collection interacts with the Salesforce Event object, applying filters:
OwnerId Field
equals{!$User.Id}
to target the current user’s events.ActivityDate Field
equals{!$Flow.CurrentDate}
to concentrate on today's events.
Step 2: Adding the Custom Avonni Apex Action 'SObject Collection to Text Collection':
Function: This action simplifies data by transforming complex SObject records (like events) into a more manageable text collection, such as a list of account IDs. It enhances data accessibility for later steps in the flow.
Implementation: Named "Today's Account Ids", it translates event details into usable account IDs. Select the collection from Step 1 and choose the "Related to ID" field.
Step 3: Creating the 'Get Accounts' Records Collection:
Purpose: To retrieve a list of accounts using the IDs obtained from the previous step.
Functionality: Linked to the Account object, it filters accounts using the
IN
operator with the text collection variable from "Today's Account Ids".
Step 4: Adding a Screen Element to Display Today's Accounts:
Visual Display: This step involves configuring the Avonni Header and Avonni List components to create a user-friendly UI for Sales Reps.
Configuration:
Avonni Header: Set the title as "Today's Accounts to Visit" and check 'Is joined' to add a line on the Header.
Avonni List: Displays the accounts using the 'Get Accounts' collection data. Map the data to show account name (Label), billing city (Description), and include account avatars.
Enhancing Functionality with an Action Button: Add an action button to each item in the Avonni List. This button can trigger a flow for Sales Reps to mark an account as visited, removing it from the day's list to maintain focus.
Conclusion: This screen flow, utilizing Flow Builder and Avonni components, exemplifies Salesforce customization to boost Sales Representatives' productivity. Providing a clear view of daily account visits optimizes time management and ensures critical touchpoints are addressed.
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