Flow Builder

you can use salesforce flow builder to automate different noticeboard processes common use cases include record triggered flows react to record creation or updates (e g , new opportunities, cases) scheduled paths execute actions at specified times relative to date fields (e g , auto publish or auto suspend) invocable apex actions use the noticeboard's invocable notice cloning action within flows for template based notice creation all legacy workflow rules and process builder automations have been deprecated; focus entirely on building flows to create, publish, and suspend notices flows examples flow type trigger / scenario result notice creation flow opportunity stage changes to closed won clones template, populates tokens, and sends a notice to the opportunity owner auto publish flow scheduled path on notice record when auto publish date c is reached updates status to published and sets published date c auto suspend flow scheduled path on notice record when auto suspend date c is reached updates status to suspended and sets suspended date c automation workflow create a template notice simplify automated set piece notice creation by cloning a template notice create cloning process use the flow builder to call the noticeboard api set api parameters use noticeboard api call parameters to define template notice, recipients and token values activate activate process automation to start publishing data driven notices create data driven notices 1\ create a template notice before building your flow, create a template notice this will help reducing the flow complexity recipients leave blank for dynamic assignment in flow publication settings auto publish/suspend dates will be ignored by the flow's scheduled logic approval disable approvals on the template tokens insert merge tokens ({1}, {2}, …) where dynamic values belong tokens correspond to flow variables in your noticeinfo string examples for an automated opportunity review alert banner action message alert {1} (opportunity name) summary opportunity at stage {2} (opportunity stage) signatory {3} (sales manager) detail please contact me to arrange closure planning strategy session for account {4} (account name) opportunity {1} stage {2} 2\ create a cloning flow as an example, this steps will show how to create an opportunity alert when probability exceeds 50% navigate to setup > process automation > flows click new flow to open flow builder select record triggered flow and click create choose the object you want as triggers the flow in this example, the opportunity object set the trigger to a record is created or updated configure entry conditions to define when the flow should run field probability operator is greater than or equal to value 50 or use field stagename operator equals value closed won set optimize the flow for actions and related records click done to save the trigger settings 3\ add an action element (call the noticeboard api) from the flow canvas, click the + icon to add an element select action under the apex action category, search for and select your noticeboard apex class (e g , ianb noticeboardapis ) label clone and publish notice api name cloneandpublishnotice (will auto populate) 4\ set input values for the noticeinfo input variable click the value field select formula enter this formula to construct the noticeinfo string and click done to finish "a1b2c3d4e5f6g7h8i9" / replace with your template notice id / \+ "^" + {!$record ownerid} / opportunity owner id for recipient / \+ "^" + text({!$record name}) / token 1 opportunity name / \+ " " + text({!$record stagename}) / token 2 opportunity stage / \+ " " + text({!$record owner manager name}) / token 3 sales manager / \+ " " + text({!$record account name}) / token 4 account name / notes replace a1b2c3d4e5f6g7h8i9 with your actual template notice id adjust recipient logic ({!$record ownerid}) as needed modify token values to match your template's token positions use ^ to separate template id, recipients, and tokens use to separate individual token values 6\ save and activate the flow provide a flow label, flow api name, and description click save and activate to make the flow active schedule publication use scheduled paths in your record triggered flow to handle timed publication for more information about this feature, see salesforce's documentation article on https //help salesforce com/s/articleview?id=platform flow concepts trigger scheduled path htm 1\ create the base flow navigate to setup > flows > new flow > record triggered flow choose the notice object (e g , notice c) as the trigger object set a record is created or updated as trigger configure entry conditions field status c operator equals value scheduled field auto publish date c operator is null value false set optimize the flow for actions and related records click done 2\ add scheduled path for publication from the flow canvas, click the + icon after the start element select add scheduled paths path label auto publish path time source auto publish date c (your custom date/time field) offset 0 hours after click done 3\ add decision element (optional) on the auto publish path, click the + icon add a decision element to verify publication criteria decision label ready to publish outcome name can publish condition {!$record status c} equals scheduled click done 4\ update records for publication from the can publish outcome, add an update records element label set notice to published how to find records use the notice record that triggered the flow set field values field status c value published field published date c value {!$flow\ currentdatetime} click done automate suspension you can also use scheduled path for automatic suspension 1\ add suspension scheduled path from the flow canvas start element, click + again select add scheduled paths path label auto suspend path time source auto suspend date c offset 0 hours after click done 2\ update records for suspension on the auto suspend path, add an update records element label set notice to suspended how to find records use the notice record that triggered the flow set field values field status c value suspended field suspended date c value {!$flow\ currentdatetime} click done 3\ save and activate provide a flow label, flow api name, and description click save and activate to make the flow active