Customer Onboarding Feedback Flow - Update Flow & Custom Setting

Add the Input External Onboarding Feedback Apex Action to the Flow [Admin]

The next step is to add an Apex Action to the TaskRay Customer Onboarding Feedback Flow to Input External Onboarding Feedback.  With the Salesforce Winter '20 release, Salesforce enhanced guest user security to adhere to the principle of least access.  This means that Public Site Guest Users will no longer be able to directly edit TaskRay Projects, and the Onboarding Feedback Flow will need to use an Apex Action to update Projects when a Public Site Guest User inputs onboarding feedback.

Note: This step is required in order for External Feedback Forms to function correctly.

Follow these steps to add the Input External Onboarding Feedback Apex Action to the Flow:

1. From Setup, navigate to:
• Lightning: Process Automation | Flows.
• Classic: Build | Create | Workflow & Approvals | Flows.
2. Find the TaskRay Customer Onboarding Feedback Flow and click to open it.
3. In the Flow, scroll down to find the Assign Feedback to Project Fields Assignment node.
4. In the left sidebar, click and drag an Action node into the Flow.  Position the Action node below the Assign Feedback to Project Fields Assignment node and above the Success Screen node:
5. Use the search box to find the Input External Onboarding Feedback Action:
6. Enter a Label and optionally enter a Description.
7. For the Fields to Update input value, copy and paste the following text:
   

   TASKRAY__trExternalSentiment__c,TASKRAY__trExternalFeedback__c

8. For the TaskRay Project input value, find the recordvarTaskRayProject TaskRay Project Record Variable or copy and paste the following text:
   

   {!recordvarTaskRayProject}

   
   
9. Click Done.
10. Connect the Flow nodes:
    • Connect the Assign Feedback to Project Fields Assignment node to the new Input External Onboarding Feedback Action node.
    • Connect the new Input External Onboarding Feedback Action node to the Success Screen node.
    • Connect the Input External Onboarding Feedback Action node to the faultScreen Screen node to add a Fault path to the Flow.
      
11. In the top menu, click Save As.
12. Enter a Flow Label and optionally enter a Description.  Click Save.
13. In the top menu, click the Activate button to activate the new Flow Version.

Configure TaskRay Global Settings [Admin]

The next step is to enter the TaskRay Forms Public Site URL, TaskRay Forms Public Site User Id and Onboarding Feedback Flow in TaskRay Global Settings.

1. From Setup, navigate to:
• Lightning: Process Automation | Flows.
• Classic: Build | Create | Workflow & Approvals | Flows.
2. Find the custom Onboarding Feedback Flow that you saved in the previous step.  Use the menu on the right to View Details and Versions.
3. Find the Flow API Name and copy the value.
4. From Setup, navigate to:
• Lightning: Custom Code | Custom Settings.
• Classic: Develop | Custom Settings.
5. Click Manage next to TaskRay Global Settings.
6. Find the TaskRay Forms Public Site URL custom setting and enter the Forms Public Site URL.  This is the URL of your public site that you assembled and saved earlier.
7. Find the TaskRay Forms Public Site User Id custom setting and enter the Site Guest User ID.  This is the ID of the Site Guest User that you saved earlier.
8. Find the Onboarding Feedback Flow custom setting and paste the Flow API Name that you previously copied into the custom setting.
9. Click Save.
   
   
   Note: There are multiple TaskRay custom settings for configuring access to external sites. Ensure that you populate the TaskRay Forms Public Site URL and TaskRay Forms Public Site User Id custom settings to set up the Customer Onboarding Feedback Flow.