Learning Objectives

After completing this unit, you’ll be able to:

-       Create links from process steps to Org Model nodes

-       Understand how to spot conflicts

Step 2. WHAT

Creating Org Model links

Here is the Opportunity process in the example map we provided for you.

Elements is a multi-tab application. This is intentional as it is very useful to have multiple tabs to relate your Salesforce Org model to your process - and potentially multiple diagrams. The tabs in your browser will show which is which by hovering over the tab.

The following exercise is easiest and quickest if you use a large screen (or two screens) and have the process diagram open in one browser window and the Org Model open in another. But you can still do it by switching between tabs in the same browser.

Go to the main Elements App and click in "Salesforce Orgs" in the left blue panel.

Open up the Org Model. Then navigate down (clicking on the little black arrows) to find the following:

  • Object: Opportunity 
  • Page Layout: Opportunity Layout
  • Email template: Sales: New Customer Email
  • Profile: Standard User

Note you can also locate a specific node by using the search window at the top and selecting from the results. This will "root" the tree to that node, however. So for context and ease of navigation, most people prefer to drill into the tree structure.

To link a node to a process step - Select the node, then select the DOCUMENTATION tab in the right panel click on “Copy node link”. Alternatively right mouse click on the node in the tree and select “Copy node link”.  This will save the node in the clipboard. Then click on the tab in your browser that contains a process diagram. Make sure you are in edit mode and then go to a process step and right mouse click and select “Add Links” and “Org Model Node”. 

Attach the following Org Model nodes to the new process step “Review proposal” that you created. 

For each item below, find it in the Org Model, click “Copy node” link and then navigate to the process step and right mouse click and “Add attachment | Model node”

  • Object: Opportunity 
  • Page Layout: Opportunity Layout
  • Email template: Sales: New Customer Email
  • Profile: Standard User

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QUIZ

 

1.    How many process steps can an Org Model node (i.e. Salesforce metadata item) be connected to?

A.  1

B.  5

C.  as many as you want

2.   If an Org Model node (i.e. Salesforce metadata item) is connected to more than 1 process step it means?

A.  You can only connect one process to an Org Model node

B.  That Salesforce metadata item is used in multiple processes, there could be a conflict if it is changed and multiple reasons why it is configured in a certain way. This is valuable information to know.

C.  It is a very important node

  

3.   If an item is deleted in Salesforce and the Org Model is sync’d, what happens to the linked process steps?

A.  Nothing. The Org Model node is not deleted so the processes stay linked 

B.  The Org Model node is marked as Deleted and stays that way with all links retained (including Process Steps) until and unless the Org Model node is deleted manually.

C.  They are deleted

  

Answers

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NEXT - Unit 5 : WHY: Adding documentation to Salesforce customizations (15 mins)

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