Automatic Task and Board Role-Based Assignment
Assign and Reassign people to Taskfeed Boards and Tasks based on their role on the Account, Opportunity or another Salesforce record.
Available with Taskfeed Winter ‘18 (November 2017) versions and above
- This automation process can be created by Salesforce Administrators using Process Builder.
Step 1: Map Custom User Lookup Fields to Taskfeed Team Roles
Create one or more custom User Lookup field(s) (or identify existing ones) in the source object where your process typically begins. These can be user lookups in an Opportunity, Account or another standard or custom object that relates to Taskfeed.
The values selected in those lookup fields will be users who should have a role on the related Taskfeed Board for that record.
In our example below, Onboarding Manager, Account Manager and Implementation Manager are user lookup fields in the Opportunity object. Each of these field values will be automatically matched (with process automation) to their corresponding roles on the related Taskfeed Board.
We have selected Maggie Manager as the Onboarding Manager, Sally Seller as the Account Manager and Danny Data as the Implementation Manager for that Opportunity record.
Maggie, Sally and Danny will be assigned corresponding team roles on the Taskfeed Board related to this Opportunity and responsible for the tasks given to each of those roles on the board.
If your source object does not yet have the relevant user lookup fields defined, create a custom user lookup field.
Step 2: Configure Taskfeed Team Roles
Taskfeed Team Roles are defined so users can have a role on the Board and be assigned to specific tasks. Team Roles are configured separately and are not related to the Salesforce Role Hierarchy.
Salesforce User Permissions needed to Change Picklists:
The following are Taskfeed Team Roles that have been configured for a particular organization.
Step 4: Create the Role-Based Assignment Process using Process Builder
In our example process, a Taskfeed Team Role (“Onboarding Manager”) is mapped to the value populated in the “Onboarding Manager” lookup field in Opportunity records with related Taskfeed Boards (this works the same way if your process begins elsewhere, such as an Account, Case or a custom object).
When a Taskfeed Board is created, has the “Onboarding Manager” role (defined in any tasks included in this board) and is related to an Opportunity record, Process Builder will look if there is a value for the Onboarding Manager lookup in Opportunity. If “true”, that user will be added to the Board and to all tasks assigned Onboarding Manager role on the board. If the user is later reassigned at any point in time, the Onboarding Manager tasks on that Board will be automatically reassigned.
|User Permissions Needed|
|To create, edit, or view processes:||Manage Flow|
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Go to Setup and enter Process Builder in the Quick Find search bar.
Select Process Builder.
Click New to create a new process.
Name your process and select When a Record Changes for “The Process Starts When”.
Next, select the object - where the user lookup field(s) is located - to start the process. In our example, it is Opportunity, which is where the roles Onboarding Manager, Account Manager and Implementation Manager are located.
Select “when a record is created or edited”. Click Save.
For the first criteria node, set the condition to update the Board. In our example, the condition is when the Onboarding Manager user lookup field is changed (from blank to populated with a value or when the value changes to another user).
If there is more than one lookup field in Opportunity related to other Taskfeed Team Roles, add a new criteria node for each of those roles, and select “Evaluate the next criteria” after the previous Immediate Action.
Follow the Criteria instructions below and replace “Opportunity__c” with the API name for the object required in your process (if not Opportunity) and “Onboarding_Manager__c” with the API name for the Lookup Field in the same object.
Select Conditions are met:
[Opportunity__c].Onboarding_Manager__c is changed = TRUE
Conditions: All of the conditions are met (AND)
Click + Add Action
Select Apex for Action Type.
Give the action a name and select “Add Board Team Member from Lookup” for Apex Class.
Set the following Apex Variables:
Lookup Field Name | String | ID
Lookup Record ID | Field Reference | [Opportunity__c].Taskfeed_Board__c
Board Team Role | String | Onboarding Manager
New User ID | Field Reference | [Opportunity__c]. Onboarding_Manager__c
Previous User Id | Formula | PRIORVALUE([Opportunity__c].Onboarding_Manager__c )
Click Use this Formula then click Save.
Add another criteria node for any other user lookup fields in the source object. Mimic the first criteria.
Add another Action node and mimic the Apex Variables from the first action node.
Go back to the previous Action node and click the Stop button. Select Evaluate the next criteria, then click Save.
Repeat steps 14 through 16 for any other user lookup fields in the source object that you wish to map to Taskfeed Team Roles.