On this AutomationHour, we welcome back Salesforce MVP, Meighan Brodkey. This time, Meighan goes over a solution for Community Users with Flow and Platform Events. This was a fantastic presentation that touched on many great areas of automation in Salesforce.

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Logistics
▪ All lines will be muted.
▪ Post your questions in the Salesforce Automation Hour Trailblazer Community
▪ The recording will be posted after the session.
Resources:
▪ Trailblazer Community: Salesforce Automation Hour
▪ Web site: http://automationhour.com

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Automation Hour
Upcoming Sessions
▪ September 27: Shannon Hale & Jason Teller
▪ October 4: MVP Bonny Hinners
▪ October 18: Shruti Sridharan
▪ November 1: Rita Leverett
▪ December 6: Matt Godfroy
If you have a business use case with a cool automation solution you’d like to share,
please DM us.

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Our Sponsor
Concretio is a Salesforce trusted PDO and
ISV partner, who are offering expert
Salesforce implementation, custom
development and support services to
worldwide enterprises. Beyond usual
Salesforce clicks and code, Concretio Team
is expert in delivering sophisticated and
gorgeous solutions/apps using Lightning,
AngularJS, and Mobile SDK.

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Your Co-Hosts: David Litton, Jennifer Lee & Rakesh Gupta

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Meighan Brodkey
Practice Manager - Architecture, Xede Consulting
Group
Salesforce MVP, 2018
Blogger: https://meighanrockssf.com
System Dot Debug Co-Host
Presenter: Dreamforce 17, Dreamforce 18, Surf force,
World Tour Chicago, YeurDreamin, Forcelandia,
ForceAcademy LA, Camp Success Bellevue, Tahoe
Dreamin, North Africa Dreamin, Salesforce User Groups
Trailhead Addict – 430+ Badges,
Seattle WIT User Group Leader
Salesforce Community Club Member
OhanaSlack Founder

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Situation

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Forgot Username
Need to enter email, query for user that’s active with that email, then email that user their username
Community Members are Unauthenticated (Guest Users)
No OOTB Component for Forgot Username
Flow now Available for Guests!!
But Guest Access has limits

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Limits with Guests
Data can only be that which the guest profile has access to
Data can’t be confidential
Don’t want to expose confidential information
Can’t access the email address of a User

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Things Considered
● First to query the User email
● Query Contact and wait then check for user
● Second query the User email in a subflow
● SubFlow with a Wait
● Custom Lightning Component
Kept thinking about things….

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Why it wouldn’t work
● First to query the User email
○ No access
● Query Contact then User Email with User in Subflow to avoid mixed DML
○ Seems like too much and no access
● Second query the User email in a subflow
○ No luck
● SubFlow with a Wait
○ Problem - The wait message was yuck
○ Can’t do a wait unless it’s auto launched hence the sub-flow
● Custom Lightning Component
○ Really wanted to try to stay declarative for the POC

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Lightbulb

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Props to Kenton San Miguel

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The Flow
● Flow has a screen with email component
● Then Creates a record for Platform Event
● Then uses action for navigate to URL
○ Could easily use another screen here - I like
the back to login page action

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The Process
● Process is based on the Platform Event & User
● Platform Event Email (email entered) Matches User email
● Launches flow with the alert

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Flow 2
Sends notification
Why? You can’t use built in options with Platform Events like Email Alerts in PB’s

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The Platform Event
● Single Field “Email”

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What Are Platform Events & Gotchas
Similar to Objects where you create fields
Listen for messages
Subscribe to watch for events
Last item in a process
Can’t use fields from object in email
Can’t use built in tools so launch a flow

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Gotchas

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Gotchas
No standard actions with Platform Events and PB’s
You don’t assign access with Platform Events so you need to go back to Profiles

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Demo time!!

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Questions?