Jessie is Success Content Specialist at Salesforce.org. All opinions expressed on this blog are her own or those of the contributors. For twelve years, she has specialized in CRM, email marketing and fundraising platforms. Jessie co-led the Seattle Salesforce Non-Profit User Group in 2015-2016. She's working on writing her first novel.
Are you reading Samantha Shain’s blog The Data Are Alright yet? I LOVE how she talks through all the ups and downs of building her first flow – which is a really complicated one, by the way! She shares her thought processes, her research and her frustrations, pride and other feelings so openly. So if you see an increase in feelings shared here, you know who inspired me!
In Sam’s post, she mentions a few things that she had trouble figuring out. She uses a custom button or link with a URL to pass a record id to a Flow. As she guessed, there is a more elegant way to do it. So elegant even Lady Whistledown would approve.
CORRECTION: Sam tweeted “I got it from a Quick Action eventually on my own (I wish I had this resource then), but what I really needed was to pass in a *group* of ids from a list view… which afaik is not possible without code.”
Allow Recipients to Unsubscribe From All Email Sent via Salesforce
When the recipient clicks to unsubscribe, a flow will look for all contacts and leads who have this email in the Email field and mark them “Email Opt Out.” The email address owner will receive one confirmation email immediately. A custom object tracks when someone unsubscribes to allow you to report on it.
I built this really great app to allow email recipients to unsubscribe from all emails sent through Salesforce, but it hasn’t been exactly easy to set up or use. Introducing the first upgrade which makes it much more user friendly!
With the upgrade, your Salesforce users can now pull a merge field into their Lightning and Classic email templates to include the Unsubscribe Link. Bam. No more having to modify and clone confusing email templates.
I’m back from maternity leave and holy SMOKES (get it? The west coast is on fire): an update to Flow in Summer ’20 totally broke the Unsubscribe Link App. It’s okay, though. It’s fixed now and this Flow improvement is worth it.
It’s now much simpler to expose a Flow to folks who aren’t logged into Salesforce. They can click a link which launches a Flow that modifies, deletes and creates all sorts of records! (Be careful!)
All you have to do now is save your flow as System Context without Sharing–Access All Data. This eliminates the need to give a Site Guest User permission, adjust your sharing settings, and create sharing rules.
So my example is the Unsubscribe Link. You send an email through Salesforce with this link. Your recipient clicks on it and that launches the Flow which will update their contact and lead records with Email Opt Out. It’s pretty sweet.
Join me for a Salesforce.org webinar Intro to Flow on Thursday, Apr 9, 2020 9:00 AM – 10:00 AM PDT. Register here.
Remember back when there were community events and conferences? I had the honor to speak at Cactusforce in Phoenix in January — highly recommend this small event! So many MVPs, so many recognizable experts in one small event. And the weather was great.
Session Description: Flow Loops unlock incredible power previously held only by devs. Without using any code, Admins can create an automated process to loop through all related records and take actions based on what is found there!
No, I haven’t suddenly learned to write code (but I’m working on it!) I’ll be building a Flow and Kevin will be writing the equivalent code. We plan to build a solution for nonprofit customers and will let you know when we have more details.
Notice I said “PDT”? That’s Pacific Daylight Time because we’ll be springing forward this weekend in much of the states. This is the one where we lose an hour, unfortunately.