Select Flows then click on the New Flow. You can get the code from my GitHub repo. Repeat the above steps and click the Test class. Copy code from GitHub and paste it into your Apex Class.In the Quick Find box, type Apex Classes.Step 3: Create an Apex class and Test class Set the Field-level Security for the profiles makes sure that the field is read-only.Select Text Area (Long) as Data Type, then click Next. The next step is to create a Text Area (Long) field to store deal analysis in plain text format, as mentioned below: Step 2: Create a Custom Field on the Opportunity Object to Store Deal Analysis in Plain Text Set the Field-level Security for the profiles.As a best practice, always input a description and Help Text.Enter Field Label and click the tab key, the Field Name will populate.Select Text Area (Rich) as Data Type, then click Next.Select Fields & Relationships, then click New.In the Object Manager, type Opportunity.Step 1: Create a Custom Field on the Opportunity Object to Store Deal Analysisįirst of all, we will create a Text Area (Rich) field to store deal analysis, as mentioned below: Add an update records element to update the opportunity.Add action – call an Apex class to remove HTML markup.Add a decision element to check if the length is greater than 0.Create a formula to determine the length of the Rich Text(Area) field.Define Flow properties for record-triggered flow.Create a custom Text Area (Long) field on the Opportunity object.Create a custom Text Area (Rich) field on the Opportunity object.There are 4 steps to solve Arda’s business requirement using After-Save Record-Triggered Flow. Let’s begin building this automation process. Please spend a few minutes going through the following Flow diagram and understand it. Check out this article to understand why we are using after-save record-triggered flow for this scenario.īefore discussing the solution, let me show you a diagram of a Process Flow at a high level. To solve this requirement, we will use the After-save Record-Triggered Flow. As of the current release, it is not possible to directly call String Class methods from the salesforce flow, that is why we are going to implement an invocable Apex class. This function is used to remove HTML markup and returns plain text. To strip out all the HTML tags from a string there is a specific string method i.e. Automation Champion Approach (I-do):Įarlier this week I needed to remove some HTML tags from a Rich Text (Area) field, the target string was already saved with HTML tags, and one of the requirements specifies that we need to render it as a raw text and store it in another field. He has a requirement to store values from Rich Text (Area) Deal Analysis in plain text to Long Text (area) Deal Analysis Text field. Arda is in the process of implementing opportunity management at GoC. Stripe out HTML tags from a rich text fieldĪrda Turan is working as a System Administrator at Gurukul on Cloud (GoC).Call an Invocable apex class from the flow.Understand how to check Text Area (Rich) ISNULL or ISBLANK.
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