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Automate Business Processes for a Recruiting App:    • Automate Business Processes for a Recruiti...  

Build an Automation for Creating Interviewer Records: https://trailhead.salesforce.com/cont...

First things first, deactivate a previously created validation rule.

From Setup, click the Object Manager tab.
Click Position then Validation Rules.
Click Every_Position_Must_Have_a_Hiring_Mgr to open this Validation Rule.
Click Edit.
Deselect the Active checkbox and Save.
Next, build a flow to create the interviewer record.

From Setup, enter flows in the Quick Find box and select Flows.
Click New Flow.
Select Record-Triggered Flow and click Create.
Enter and select Position for the Object.
Select A record is created in the Configure Trigger section.
In the Condition Requirements, select All Conditions Are Met (AND).
Set the conditions.
Field: Hiring_Manager__c
Operator: Is Null
Value: {!$GlobalConstant.False}
Ensure Actions and Related Records is selected.Completed Configure Flow Start screen
Click Done.
On the flow canvas, hover over Add Element and click Add Element to add an element.
In the Add Element search box, enter create and select Create Records.
Fill in the details for the new record:
Label: Create Interviewer Record
How Many Records to Create: One
How to Set the Record Fields: Use separate resources, and literal values
In the Create a Record of This Object section, search and select the Interviewer.
In the Set Field Values for the Interviewer section, click Add Field to add a 2nd field.
Fill in the details:
Field 1: Employee__c
Value 1: {!$Record.Hiring_Manager__c}
Field 2: Position__c
Value 2: {!$Record.Id}Completed Create Records screen.
Click Done.
Click Save.
Enter Create Interviewer Record for the Flow Label.
Click Activate.
Click back button to return to setup.
Test the Flow
Now that the flow is activated, you can test the automation you just created. But first, add a hiring manager user.

From Setup, enter Users in the Quick Find box and select Users.
Click New User and fill in the details.
Field Value
First Name

Kathy
Last Name

Cooper

Email

enter your own email

Username

kcooper@[your initials + your favorite color].com (e.g., [email protected])

Nickname

kcoop

Title

Customer Support Manager

Role

Customer Support, North America

User License

Salesforce Platform

Profile

Standard Platform User

Deselect Generate new password and notify user immediately.
Click Save.
Now test the automation you created.

Click app launcher to open the App Launcher, then select Recruiting.
Click the Positions tab, then New.
Select the record type Nontechnical Position, then click Next and fill in the details.
Field Value
Title

Super Support Supervisor

Status

New

Department

Support

Location

US

Hiring Manager

Kathy Cooper

Job Description

Manage a team that fields inquiries and cases from customers

Pay Grade

S-200

Click Save.
Click the Related tab.
00:00 Introduction
00:34 Click Position
02:05 Click New Flow
05:24 Test the Flow