PhoneTools: Queue a Screen Immediately with a Salesforce Flow

Automated phone screening functionality covered so far in this installation walkthrough will screen records nightly that have not yet been screened or have their Next Screen Due Date in the past. Whilst practical, this leaves a space of time between the record being inserted/updated where the numbers won’t be screened until the next nightly batch job or user interaction.

That’s where flows come in to fill the gap.

Create a flow to screen the record

Go to Salesforce Setup | Flows.
Select New Flow.
Choose Record-Triggered Flow.
Search and select the object that you are configuring the process for.
Set Trigger the Flow When to A record is created or updated.

The flow will now be ready to start adding elements to.

Under the Start element add a new element, selecting Decision Logic.
Label: Is NULL or Overdue
API Name: IsNULLorOverdue

Under New Outcome:

Label: True
Outcome API Name: True
Condition Requirements to Execute Outcome: Any Condition Is Met (OR)
Resource: {!$Record.pw_pss__NextPhoneScreenDue__c} Note: this field will be the Next Screen Due Date field which may be custom dependant on your configuration.
Operator: Is Null
Value: {!$GlobalConstant.True}
Select Add Condition
Resource: {!$Record.pw_pss__NextPhoneScreenDue__c}
Operator: Less Than or Equal
Value: {!$Flow.CurrentDate}

The decision element is complete, leave the default outcome as originally stated.

Now we need to add the Phone Screening element to the flow.

Under the True decision element, add a new Action element.
In Action, search for Phone Screening and select the suggested item.
Label: Screen Phone Numbers
API Name: ScreenPhoneNumbers
ID of Record to Screen: {!$Record.Id}

The Screen Phone Numbers element is now complete in the flow.

The flow is now configured and ready to Save and Activate. Repeat this process for each object that needs the functionality enabling for.

Summary of the functionality

When inserting or updating a configured record in Salesforce, this flow will now queue a task to screen the record immediately. This functionality relies on Salesforce Future Methods. Due to this dependency the results may not always appear visible immediately after record insert or update and the page may need to be refreshed before the statuses update. It is still advised to rely on the automated batch job to pick up all overdue records on its nightly run.

Back to the PhoneTools (v2.4 onwards) installation walkthrough