One of, if not the best, Flow instructional video I have watched. Easy to follow, with explanations and examples to show where, why, and what to get to the final product.
i did a case reassignment flow from this because reopened cases kept going back to original owners even if they were inactive users! Just tested my flow with what you taught in this video and it worked ! I need to do a few more tests just to be on the safe side, but I'm very optimistic and relieved it working so far! Thank you!!
Thanks for the video Nick. I'm getting started with flows so this goes a long way! Hope you see this question and reply to it: Why do we need the "Find Queue" get records element beforehand? Couldn't we just simply go straight to "Update Task" update record element since all we are doing is updating the records that are NOT owned by the queue?
Hey thanks for the video, it was very useful. I have a question - so do the queue members get notified once a task is been created? if not how do we do that?
@nickfrates curious how to reassign to a queue based on criteria selected in the screen flow? Example: if user selects a specific campaign or type of product in the screen flow, when creating new record assign the new record to a product queue or marketing / data queue. 🤔
Hi, thank you for this great video. I was wondering is there a way to create a a flow for queue members to get notified if a task is created for a queue?
Same question as my other post -- can you please show how to do this on multiple *related* records (collection) without using a DML operation inside a loop? The trick is there are 2 things to loop through -- the Queues and the Tasks (or Leads, or other objects in my use case). In our case, I want to get all Leads assigned to specific queues (2 of them), then only update a Lead field on the original records that have matching related Email Message that meets a specific filter criteria (i.e. EmailMessage.LastOpenedDate < 7 days ago formula; note you can't use formulas in entry criteria in flow, making this trickier, because you can't specify it in the entry criteria). Can you please post how to do this, looping over both objects with filtered criteria, so you're only updating a subset of records related to the 1st object, or only ones that have relationships to the 2nd object (based either off a record-triggered or scheduled flow) and only performing 1 DML operation at the end outside the loop?
Hi Nick! Thanks for the video. I have a use case for the queue members to be able to view the tasks in their home page component "Today's Tasks" or at least be able to see the tasks as "assigned to me" or "assigned to my team". Any idea how to achieve this? 🤔 Thanks in advance!
You can use a Get Records element to query for multiple queues and use them for multiple records in the Flow. You can also leverage a formula or decision element in the flow to route one record to a specific queue out of many based on criteria you define.
