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            Customize the Goodwill Repair Flow for Dealers

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            Customize the Goodwill Repair Flow for Dealers

            For original equipment manufacturers (OEM), users are usually identified through Partner User records, where the Account is directly linked to the User profile. For dealerships, users are usually Standard Users. Since Standard User records don't natively link to a dealership Account, use the Branch Management data model to identify the dealership that the user represents. Update the Create Goodwill Repair Claim flow for enabling this.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To modify a flow: Manage Flows

            Update the Flow Element

            To identify the user's location, you must first find the link between the Running User and their assigned Branch.

            1. In Setup, in the Quick Find box, search for Flows, and then click Flows.
            2. Open the Create Goodwill Repair Claim flow and click Save As New Flow.
            3. Enter a label and API name.
            4. Save your changes.
            5. Click the plus icon after the Get User Details element, and select Get Records.
            6. Enter the details as follows.
              Field Value
              Label Get Branch Unit Business Member
              API Name GetBranchUnitBusinessMember
              Data Source Salesforce Object
              Object Branch Unit Business Member
              Condition Requirements All Conditions Are Met (AND)
            7. Under Filter Branch Unit Business Member Records, enter a condition with the following details.
              Field Value
              Field Branch Unit Business Member ID
              Operator Equals
              Value Running User > Id
            8. Optionally, enter a condition with the following details.
              Field Value
              Field Active
              Operator Equals
              Value True
            9. For How Many Records to Store, select Only the first record.
            10. For How to Store Record Data, select Automatically store all fields.
            11. Save your changes.

            Modify the Account Identification Formula

            Use the flow to find the account associated with a branch when you have the Branch Unit Business Member record.

            1. In the Create Goodwill Repair Claimflow, from the navigation menu, open the Toolbox panel.
            2. Under Formulas, click claimAccount.
            3. In the Formula field, enter BLANKVALUE({!Get_Branch_Unit_Business_Member.BranchUnit.Account.Id}, {!GetAccountIdFromAttributes.TextValue})
            4. Click Done.
            5. Save your changes.
            6. Activate your flow.
             
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