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Persona + Need + Purpose

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  • Re-use the existing flow “Usyd Contact Address History Tracking”

  • Optimize the flow

  • Add the filter at the entry level/inside the flow depending on best practice - use isnew() and ischanged() fields to trigger when Mailing Address fields, Mobile, Business Email, School email, personal email, Other email updated to trigger this flow

  • If a duplicate review case exists append what has been changed to description

  • If no case exists create and add the information of what has been changed at the contact level(based on the current flow) into the case description.

  • If possible, do not create the case when only cosmetic changes have been made (do a case-insensitive comparison, space, and punctuation) - Hope Step “If a duplicate review case exists append what has been changed to description” help us not create a duplicate and just update the change instead

IMPLEMENTATION

  1. Create a new sub flow called “USYD Contact Address History Tracking (subflow)” equivalent to “USYD Contact Address History Tracking

  2. Actions inside this subflow should only be performed once there has been a change in the Email or Mailing Addresses or Mobile on the Contact record

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Component Name

API Name

Type

Parent Object

Operation (New/Update)

USYD Contact Address History Tracking (subflow)

USYD_Contact_Address_History_Tracking_subflow

Flow

Contact

New

UsydContactInvocableClass

UsydContactInvocableClass

Apex Class

N/A

New

UsydContactInvocableClassTest

UsydContactInvocableClassTest

Apex Class

N/A

New

USYD Contact Main Flow

USYD_Contact_Main_Flow

Flow

Contact

New