Jessie joined Salesforce.org in 2018 to give introductory webinars to nonprofit customers. She now is a Senior Solution Developer supporting nonprofits and education customers at Salesforce. All opinions expressed on this blog are her own or those of the contributors. She's spent 17 years more or less in CRMs and databases, but didn't meet Salesforce until 2011. Jessie co-led the Seattle Salesforce Nonprofit User Group in 2015-2016. She wrote a sh*tty first draft of a novel and hopes to turn it into a screenplay!
Snowfakery is a free and open source tool used to generate and insert fake data into Salesforce (and more!).
In this post I’m going to show you how to get started as quickly as possible using existing “recipes” or instructions for what data you want to create. Something like… I want a pinch of Accounts in Michigan, a heaping tablespoon of Contacts with ages ranging from 18 to 24, and 2 cups of Opportunities closed won.
Don’t know what to write to a customer or a major donor? Not sure how to be kind and encourage someone to try a little harder next time? ChatGPT can do that for you. And now you can use it right inside Salesforce to respond to your emails.
My colleague Brian Ricter wrote an apex class connecting Flow with ChatGPT. It takes a string, sends that as the prompt to ChatGPT and returns the response. You can use this apex action in a flow to do anything you want with ChatGPT!
I’ve utilized Brian’s apex action in a screen flow that helps you respond to a contact’s most recent email. And I’ve packaged it up for you to install easily.
A SOQL query pulls certain records and fields into Apex Code. This post explains a SOQL query that includes Contacts and their related Opportunities from the Year End Tax Receipt app, but I aim to help you understand SOQL in general.
Follow along with this post to modify which records will be displayed in the table of gifts last year. We’ll look at an example of only included gifts marked tax deductible.
Look at the original post to learn how to modify which columns appear in the gift table.
Understand the SOQL
Here’s my SOQL query. This is how I get the records and fields that I’m going to do something with later on in the code.
1 [SELECT LastName, id,Gifts_Last_Year__c,
2 (SELECT Id, CloseDate, Amount FROM Opportunities
3 WHERE CALENDAR_YEAR(CloseDate) =:year
4 AND IsWon = True
5 ORDER BY CloseDate)
6 FROM Contact WHERE npo02__OppAmountLastYear__c > 0
7 WITH SECURITY_ENFORCED]
UPDATE SUMMER ’23: This is no longer necessary! Read here.
When sending email from a contact record, it magically logs the message to your activity log. In classic, emails were/are automatically logged to the Activities related list. Well, flow doesn’t do that for you. Let me show you how to log it so you and your colleagues know when an email was sent to a contact.
After you add a “Send Email” action to your flow, add two more Create Records elements to the canvas. You will create records of these objects:
When you’re moving metadata between orgs that you control (related or not), try Visual Studio Code! Don’t worry about the “Code” part. You don’t have to read it or write it to use VS Code.
VS Code has lots of benefits that I don’t understand yet (somehow you can use it to move profiles and FLS). I will now teach you all I know. 1) How to deploy between two orgs. 2) How to paste in some code to deploy sections in Flows.
Huge thanks to Brian Ricter for teaching me how to do this!
Session Description: With Flow becoming the dominant declarative automation tool, business problems we are solving with automation are becoming more complex. We need to be able to build scalable Flows that are easy to maintain, upgrade and troubleshoot, but handling errors in Flows is not always intuitive and user friendly process. Flow Error Handling solution from Salesforce Labs helps Admins to discover Flow errors in faster and more straightforward way. In this session we will show how Admins can use this Salesforce Labs Flow solution to pinpoint exactly where the process went wrong and obtain crucial details of the recorded incident that will help with troubleshooting and fixing the problem in a timely manner.