Create Disaster Relief Sample Survey Pckg dependent Flow Rules

[eehjunggnujhee]

Dependent on the Sample Survey - Include it to the Sample Survey pckg Use Cases for “Disaster Relief” Field Survey record type:

• Record-Triggered Flow that creates Cases depending on the different values that are inputted in the Priority of Needs” field Using the “Priority of Needs” field - parse out how many different Cases would need to be created I.e. If client inputs “Housing, Food, Medical” in the field, we can create formulas within the Flow to segment the priorities out to ensure the order of the Cases to create Use a Custom Metadata Type object to map the different priorities to either Case Type values or Case record Types This allows us to provide a few examples but will let the customer be able to easily customize their process without having to edit the Flow too much
• Record-Triggered Flow to create a task to reach out to the Organization that the client inputs in the “Name of Org You're Connected With” field Within the Flow include a Get Records element to check if the Organization is already an Account record within Salesforce or if we need to create a new record for it

Record-Triggered Flow to create a task to reach out to the Contact that the client inputs in the “Need to contact anyone outside the HH?” field

May Flow Notes

[eehjunggnujhee]

@kdveverka Good morning! Can we clarify how the priority setup? “Housing, Food, Medical" Priority of Needs is a text field that it will be hard to split word if there is no pattern from a user input. thank you!