Enhancement Request

[bottomlinebrokers]

First, my compliments to the chef. The Lock() PBB was fantastic; very convenient. I used it to lock/unlock document records in SF as soon as they are sent via DocuSign; this maintains record integrity with the document in transit...the fields will always match the content sent in the doc.

Enhancement request: Chatter functionality.

• I need to be able to add/remove following records inside Process Builder. So, uponCreate, follow that record.
• Also, need to add that record to an existing Stream uponCreate.
• Need to be able to remove the record from a Stream upon a field change (Opp.Stage->Complete, for example), and unfollow the record.
• Lastly, in an ideal world, would be able to create Streams for a User upon creation or upon a checkbox=TRUE. So, when a user is created, the standard streams for all users are created.

Thank you!

Mark
[email protected]

[jmc512]

Hi Mark,

I apologize this is an unrelated comment to your suggestion. I am actually having trouble deploying the PBB package from Github to my Sandbox environment. I click the deploy button and then log into my Sandbox and then the screen says my Deployment is Complete. However, when I navigate to the Installed Packages in my Sandbox, it doesn't show up at all. I was wondering how you got to deploy the package to your Salesforce?

Thanks!
Jennifer

[bottomlinebrokers]

Jennifer,

Eventually, I was unable to deploy the package into PROD, as it conflicted with our developer's test cases. My developer offered to edit the PBB test cases, but I simply found an alternative package that installed properly, and seems to be working: https://englhardconsulting.com/flow-and-lightning-components-package/

I know the developer, and he is competent and knowledgeable.

Note: My main purpose for using PBB was to use record lock / unlock within Process Builders.

Mark