Temporary Edit Access with Teams

Design

As a Salesforce User
I want to provide temporary edit access to the case creator when it is in status 'Needs Review'
So that the case creator can update the case details

Given I am on a Case record page
When the Case status is 'Needs Review'
Then the Case creator has temporary edit access to the Case

Build

To-do:

• Create new Case Team Roles for read and write access
• Create a flow to add and amend the case creator team roles

Create Case Team Roles

Setup > Service > Case Teams > Case Team Roles > New

Member Role Name: Read/Write Access
Access Level: Read/Write

Flow

Flow Label: Case: Needs Review Edit Access
Description: Adds and removes the Case Creator from the Case Team when the Case status is 'Needs Review'

Type: Record Triggered Flow
Trigger: A record is updated
Object: Case
Conditions: All Conditions Are Met (AND) \

• Staus -> Is Changed -> True

Optimize the Flow for: Actions and Related Records

Element: Get Records
Label: Get Read/Write Role
Set Filter Conditions: \

• Name -> Equals -> Read/Write Access
  How Many Records to Store: Only the first record

Element: Decision
Label: Needs Review Status \

1. • Label: Moved Into Needs Review Status
   • {!$Record__Prior.Status} -> Does Not Equal -> Needs Review
   • {!$Record.Status} -> Equals -> Needs Review
2. • Label: Moved Out of Needs Review Status
   • {!$Record__Prior.Status} -> Equals -> Needs Review
   • {!$Record.Status} -> Does Not Equal -> Needs Review

Element: Create Records
Label: Create Case Team Member
How to set record field values: Manually **Object: Case Team Member **Set Field Values:**

• MemberId -> {!$Record.CreatedById}
• ParentId -> {!$Record.Id}
• TeamRoleId -> {!Get_Read_Write_Role.Id}

Element: Get Records
Label: Get Read/Write Memeber
Object: Case Team Member Condition Requirements

• ParentId -> Equals -> {!$Record.Id}
• TeamRoleId -> Equals -> {!Get_Read_Write_Role.Id} How Many Records to Store: Only the first record

Element: Delete Records
Label: Delete Read/Write Memeber
Object: Case Team Member
How to Find Records to Delete: Use the IDs stored in a record variable or record collection variable
Record or Record Collection {!Get_Sales_Read_Write_Memebr}

Test

Steps

1. Create a new Opportunity or edit an existing Opportunity
2. Save the Opportunity
3. Check the Opportunity Name field

Expected Results

1. The Opportunity Name is automatically formatted using the Account Name, Record Type, and Close Date
2. The Opportunity Name is consistent and easy to read
3. The Opportunity Name is displayed in the format 'Account Name | Record Type | dd/mm/yyyy'