Jared Matfess's Blog

Having fun with SharePoint, Office 365, and Microsoft Azure

Getting Salesforce Updates via E-mail with Microsoft Flow — February 10, 2019

Getting Salesforce Updates via E-mail with Microsoft Flow

This morning I woke to an excellent e-mail from Ragnar Heil paying me a compliment about a video I’d created about connecting to Salesforce using Microsoft Flow and then a question on how to take it to the next level. What Ragnar was hoping to accomplish was an e-mail when an opportunity is created in an account that he is interested in.

My starting point for figuring out how to do this was to first create a new Flow that grabs a single opportunity so that I could see the values, field names, etc. I logged into Salesforce, navigated to Opportunities, and then selected one for an account that I would want to “follow”. Next, I copied the Opportunity ID to my clipboard (it’s in-between the words Opportunity & View within the URL)

Lightning

My first step was “Manually trigger a Flow” so that I could kick it off and read the various values. The second action was “Get Records”. I added a Filter Query condition of ID eq ‘0061R00000m4IosQAE’ in order to pull back that single record.

Flow-Filter-Query

Next, I ran the Flow in order to see the values returned in order to help better understand the Opportunity object and the various columns associated with it.

Flow-Filter-Query-Run

Since I wanted to get Opportunities for a specific account I changed the Flow Trigger to be when a new record is created, pointed at the Opportunities Object Type, and filtered to just the AccountId for the customer I wanted to track: Record-Created-Account-Filter

From there you can create other actions such as send e-mails, write to Excel spreadsheets, etc.

Create a new Opportunity in Salesforce and watch your Flow fire! 🙂

Leveraging Microsoft Flow to Capture #YammerWins for Knowledge Management — August 18, 2016

Leveraging Microsoft Flow to Capture #YammerWins for Knowledge Management

First off – I want to give credit to Naomi Moneypenny for the idea of tagging threads in Yammer with #YammerWin. (Or at least I believe it was her) I think that’s a brilliant idea and helps to demonstrate that you would use a product like Yammer for more than just water cooler gossip. When I started to think about the job though of trolling Yammer for #YammerWins it occurred to me that it’s kind of a copy & paste intensive process. There’s also no quick way of getting a count of how many #YammerWins you have, etc. Sure you can click the #YammerWin hashtag in your group and then see all the different threads which certainly works but it’s not super organized.

I’m a consultant and development is what we tend to do – but to be honest, I don’t have the warm & fuzzies about doing custom development on top of Yammer. T

So then Microsoft Flow came along and I got a really cool idea. What if I could build a Flow that would do the data collection for me and then store it in a SharePoint list? Once it’s in a list I can do anything from kicking off workflows, to building mini-reports for management, etc. Talk about a #MicrosoftFlowWin

So I did & here’s what my Flow looks like:

YammerWin

  1. The trigger is when a new item is created in a Group (point at a Yammer Group)
  2. I include a condition, if the Message Text contains #yammerwin
  3. If yes, it creates an item in a SharePoint list

My SharePoint list has a few extra columns (MessageText, URL, and CreatedAt) and I map the following attributes from the Yammer post so that I can see the message text, when it was created, and the URL to the actual object.

YammerWin2

Once that’s all set I let the flow fire and when someone in the group sends a message which includes #YammerWin, the Flow picks it up and creates an item in SharePont:

YammerWinSharePoint

As many of you know – once the item is in SharePont, you can do anything! You can build custom reports to show management, have a workflow that assigns this to one of your Knowledge Management librarians for curation, etc. The URL also allows your librarian to go ahead and view the thread for context should the message text not contain all the information that they would need to help build the knowledge management record.

For those building Knowledge Management Portals in SharePoint – this is a really great way to start to capture your #YammerWins in a structured fashion.

Cheers to Naomi for the idea, and to the Microsoft Flow team for building the technology!

Well done! #MicrosoftFlowWin!