Account Hierarchy

Open

The Record-Triggered Flow ensures that an account folder hierarchy is created with some properties from the Salesforce record. Read below on what the flow does step-by-step.

Accounts Folder (Create Folder)

Creates the root accounts folder if it does not already exist. The folder will hold all Salesforce account folders. This action might be unnecessary as it’s a static root folder and will only help the first account creation, you might want to consider creating this folder manually once to save process time.

Account folder (Create and Pin Folder; Update Metadata)

The Salesforce account folder gets its folder name by referencing the account name. In addition, the folder is pinned to the account record, ensuring that the folder is automatically opened when end-users load the record. After the folder creation, the folder column Category is updated to reflect the Account Type.

Sub Folders (Create Folder)

Cases, Opportunities, General, Price Lists, Financial, and Products are all sub-folders underneath the account folder. Cases and Opportunities are left out if the account has the type Competitor.

Sharing (Unshare by Id; Share by Salesforce Id)

After folder creation, we share and unshare the account folder, so that the account owner has Contribute rights and the Visitor group does not have access.

Commit (Commit as Queueable Group)

We end the process with a commit as a Queueable Group linked to the account id. All previous actions are queued and processed. See Queueable Groups to see the expected behavior.

Result

Based on the account type you get different results.

Actions

Open

The top root folder for accounts. This will store all Salesforce account folders.