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We have a visual flow that logs calls. In this flow a Case is created. For some cases they require someone to follow-up with the Contact on the Case. Therefore, we'd like to assign the Case to a subject matter expert. These experts are all members of a specific public group. The person running the flow (taking the call) knows which person needs to receive the Case (to whom it needs to be assigned). Is there a way, in a visual flow, to display all group members, by name, in a picklist? I can get the Group (by ID), and all of the GroupMembers (by Group.Id), but cannot make the next jump to get Names to go along with those group members (By UserOrGroupId). Conceptually, how can this be done? I've tried looping through group members, doing a lookup to User, Filtered Record Variables, ... I'm stuck. In SOQL this would be a join but don't know how to accomplish this in a Flow.

 

#Service Cloud  #Automation

4 Antworten
  1. 8. Sept. 2021, 18:08

    yeah, I was aware of hard coding those values and how much that violates best practices. You did say that wasn't ideal, and agreed, that may be forced upon me with the limited options. Just was hoping that there was a way to do this that I was somehow overlooking. I suppose we'll assign to a queue and require the user to manually select the owner on the Case record itself, just trying to eliminate that step. Thank you for your suggestions/ideas. Salesforce, let us run SOQL queries from within a flow. #ThanksSalesforce

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