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 Schedule Paths.

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.