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You're reading from  Business Process Automation with Salesforce Flows

Product typeBook
Published inDec 2023
PublisherPackt
ISBN-139781835089255
Edition1st Edition
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Author (1)
Srini Munagavalasa
Srini Munagavalasa
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Srini Munagavalasa

Srini Munagavalasa has more than 20 years of global IT experience in Salesforce CRM and PRM, SAP CRM, and HR. He has a passion for learning about new and emerging technologies and products and prototyping and implementing solutions that result in customer satisfaction and business benefits. He has authored 10+ articles on CRM, HR, and project management with Wellesley Information Services (WIS). He has also presented at Salesforce Dreamforce and SAP Sapphire/ASUG. He is currently working as a VP of Salesforce COE at MUFG Americas. He has a bachelor's degree in metallurgical engineering and holds a post-graduate diploma in operations management. He has worked with renowned companies such as CA Tech, IBM, The Walt Disney Company, and PwC.
Read more about Srini Munagavalasa

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Testing out our practical scenario

To test out the functionality, let’s open the Contact Sensitive Info custom object.

As an admin, I created a record on the Contact Sensitive Info object, as shown in Figure 7.6. I added Tax ID, Data of Birth, Pass Code, and signature verification image values for the existing contact record, King Valkyrie. Let’s call this record King Valkyrie_PII Data.

After I save this record, our record-triggered flow fires and completes, granting access to users to this new record. Now, these users will have access to this sensitive information record. Optionally, you can add notifications to these users from the flow:

Figure 7.6 - Contact Sensitive Info page (sample record)

Figure 7.6 - Contact Sensitive Info page (sample record)

We would like to grant access to only a limited number of users. Let’s see who has access to this King Valkyrie_PII Data record.

Our requirement is to grant access only to Contact Owner and Account Owner (see Figure 7.7) and no one...

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Business Process Automation with Salesforce Flows
Published in: Dec 2023Publisher: PacktISBN-13: 9781835089255

Author (1)

author image
Srini Munagavalasa

Srini Munagavalasa has more than 20 years of global IT experience in Salesforce CRM and PRM, SAP CRM, and HR. He has a passion for learning about new and emerging technologies and products and prototyping and implementing solutions that result in customer satisfaction and business benefits. He has authored 10+ articles on CRM, HR, and project management with Wellesley Information Services (WIS). He has also presented at Salesforce Dreamforce and SAP Sapphire/ASUG. He is currently working as a VP of Salesforce COE at MUFG Americas. He has a bachelor's degree in metallurgical engineering and holds a post-graduate diploma in operations management. He has worked with renowned companies such as CA Tech, IBM, The Walt Disney Company, and PwC.
Read more about Srini Munagavalasa