Create Feeds for Custom Entities

Many a times we will come across the scenario where in the clientwould like to see the feeds for custom entities.

Unfortunately, MS prevents us from creating an Activity Feed rule for custom entities. So we cannot configure this directly.

But, there is a perfectly safe workaround for this.

1.       Create a Workflow. i.e. if you want the feeds for creation of a custom entity then create a workflow to fire on create of the record.

2.       The workflow should create a post. Set the attributes as desired.

 

That is all there is to creating a post for a custom entity :)

Create New Business Processes / Modify existing processes

There are 3 steps involved in creating or modifying the existing business process flows.

In this case, I’ll be adding a sample process flow to the contact entity.

1. First step in the process is Adding the sales stage category values you need. i.e. the stage names. In the default solution, you will find an option set “processstage_category”. Add necessary values in the option set.
   
2. Creating a Business Process Flow. Go to SettingsàProcessesàBusiness Process Flows. Create New. 
   
   
3. Add the necessary stages and checks required for them.

The same can be done for OTB entities like Opportunity, Account etc. These Process flows can be controlled through security roles just like Forms.