In Salesforce Public Sector Solutions, automating the creation of violation records when certain conditions are met during an inspection can be efficiently achieved using Salesforce Flow. Building an auto-launched Flow allows for detailed customization and control over the logic and actions performed based on the inspection results. Here's how to set it up:
Create the Flow:
Navigate to Setup > Process Automation > Flows.
Create a new Auto-launched Flow.
Define the Trigger:
Use a Record-Triggered Flow if you want the flow to be triggered automatically when an inspection record is created or updated.
Get Assessment Questions:
Use a Get Records element to retrieve all assessment questions related to the inspection.
Decision Element:
Add a Decision element to check each question's result. If the result is marked as "Issue" or "Fail", proceed to create a violation record.
Create Records:
Use the Create Records element to generate a violation record for each failed or problematic assessment indicator.
Activate the Flow:
Save and activate the Flow.
This method ensures that the logic is flexible and can be modified without changing the underlying data model. It leverages Salesforce's powerful Flow Builder to create sophisticated automation rules.
Reference:
Salesforce Help: Create an Auto-launched Flow
Salesforce Public Sector Solutions Documentation