Keep these design considerations in mind when you collect health verifications to return to work.
Employee Object
This solution kit uses the Employee object in the Work.com solution to achieve the desired result. This solution kit can be modified to work with other objects in Salesforce, including, but not limited to:
- Users
- Person Accounts
- Contacts
- Custom Objects
Health Verification Object Permissions
The Health Verification object in this solution kit is a Custom Object. Implement this solution kit with the standard Employee, User, Person Account, or Contact Objects and use the Health Verification object as a related list. Do so by setting your permissions structure so that only authorized personnel can view this sensitive employee data. Salesforce recommends that you consult with your human resources and legal counsel to determine who can access and verify this information.
Options for Displaying the Health Verification Flow to Employees
The Health Verification Lightning Flow can be presented to employees in multiple ways. Popular display methods include:
- Community Page within the Work.com Employee Workspace
- Community Page within an Employee Community
- Lightning App Page within a Work.com org
- Custom login flow assigned to specific profiles
Flow Security in Communities
Override the run flow permission to assign access to specific flows based on permission set or profile as a best practice. Avoid allowing access to all flows based solely on the run flow permission. When using flows, remember to keep flow limits and Apex governor limits in mind.
Enable Field History Tracking
Field history tracking is used to monitor changes in specific field values. Companies can use Field History Tracking to understand health verification record field changes for auditing purposes.
Agent Experience
To improve the agent review experience, companies can set up Quick Actions on the Health Verification objects to quickly update the Health Verification Status Field.
See Also
- Salesforce Help: How Does Flow Security Work?
- Salesforce Help: Track Object Field History
- Salesforce Help: Create Object-Specific Quick Actions
- Salesforce Help: Employee Workspace
- Salesforce Help: Understand the Work.com Data Model
- Salesforce Help: Lightning Page Types
- Salesforce Help: Custom Login Flows
- Salesforce Help: General Flow Limits