Please note: Alfred is now known as Vinton.
The data captured by Alfred can be used to create Salesforce flows to automate other processes in your Org. In this blog we’ll explain how we created a Salesforce flow to automatically create an activity based on Vinton (Alfred) attending a video call.
In our flow, we start with a Record-Trigger which is against the Object – Audio Note and set to trigger when a record is created or updated.
Looking in more detail a the trigger, we can also see Entry Conditions which indicate this flow should only run when the Status of the Audio Note is equal to READY.
We also set the flow to run Only when a record is updated to meet the condition requirements and optimized the flow for Actions and Related Records.
The next step of our flow is to get Video Insights records. If you take a look at our data model blog, you’ll understand that the Video Insight records are those that contain the title, summary and email for the call.
We then fetch the Contact Recipient records associated with the created audio note that triggered the flow. Our flow then asks whether the note has contact recipients. If yes, the flow continues.
Next we loop on contact recipients and assign contact IDs to the list. (For more information about loops, check this Salesforce Ben blog.)
The next step fetches the contact IDs that we just added to a list in the loop.
We’ll create a variable to populate fields in the Activity object and we’ll add the call summary to the description, the subject from the call title, the contacts associated with the activity (i.e. participants to a call).
Finally we save the data to Activities in Salesforce.
Here’s how that flow works in practice, with a new Activity created from the flow.
