Blog

Pass Record Id to Flow in Quick Action

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.

Netflix marketing image of the TV show Bridgerton. A bunch of fancy people looking fancy.
Look to Miss Daphe Bridgerton, this year’s prize debutante, for the most tawdry yet elegant flow solutions in the ton.

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.”

Continue reading Pass Record Id to Flow in Quick Action

Your Flow Finished

In this scenario, I launch a Flow from a Visualforce page and finish the flow on a different Visualforce page instead of the standard “Your Flow Finished” page.

In earlier versions of my Unsubscribe Link app, the “Finish” button would take you a screen that said “YOUR FLOW FINISHED” which many of you pointed out, is less than ideal.

Screen one:

Screen two (old version):

And click “Finish” to get this beauty:

Continue reading Your Flow Finished

Unsubscribe Link

JULY 30, 2021 UPDATE: This version is now outdated! Please go here for the latest.


Unsubscribe Link 2.2 (OUTDATED)

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.

Image of five star review from AppExchange. Title of review: Great solution - easily modified for other objects. Body of review: Was looking for a solution to add an unsubscribe link to survey invitations. Implementation of this solution was super easy thanks to the extensive documentation. Very easy to manipulate to work for any object with a contact lookup!

See How It Works

UPDATE: 1/28/21 I realized how to send the confirmation email from someone other than “Site Guest User.” More in this post.

Continue reading Unsubscribe Link

The Wonderful World of Conga Composer Parameters

As the insanity that would be the year 2020 begins to wind down, now is a great time to reflect on all that you’ve learned this year and the work you’re especially proud of. I’ve gotten the opportunity to work on a lot of functionality and development of features this year, but for me the project that stands out the most is the configuration of a doc gen solution that involved Conga Composer and Conga Trigger. I had some previous experience with Conga Composer, but through this project, I learned more specifically about how robust Conga parameters are. Quick breakdown of how this solution works: the parameters are used to control the behavior of your doc gen solution (i.e., when and in what format your document generates and/or sends out via email) and can be built into a custom button that, when clicked, triggers generation with the parameters you’ve put in place. You can also go one step further with the use of Conga Trigger, which involves converting the custom button into a formula field, then integrating that field into a Workflow Rule and Action.

Continue reading The Wonderful World of Conga Composer Parameters

Test the Newest Unsubscribe Link App, Please?

This is the third iteration of my app to allow all users to opt out of email sent through Salesforce.

Last week I posted an add-on to the existing app to improve it. Here I have a totally new version with all the bells and whistles.

Could you please install it and test it for me? It should take about 10-15 minutes. After collecting enough feedback, I’ll submit this version to the AppExchange for security review.

Continue reading Test the Newest Unsubscribe Link App, Please?

Upgrade Unsubscribe Link

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.

See how easy it is to add the Unsubscribe Link to a List Email? Your users will love this.
Continue reading Upgrade Unsubscribe Link

Now Easy to Expose Flows Outside of Salesforce

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.

baby in salesforce onesie with unicorn emoji blocking his face.
Here’s my little one disguised as a unicorn

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.

How to Build your own externally visible Flow

  1. Create a screen Flow. (This is the hard part).
  2. Set up My Domain (it’s probably already set up).
  3. Create a Site domain.
  4. Create a new Site.
  5. Create a Visualforce Page to house the Flow.
  6. Build your link that includes variables for your flow. That looks like:
https://yourSiteDomain/YourVisualforcePageName?flowVariable1={{{MergeField1}}}&FlowVariable2={{{MergeField1}}}

In the Unsubscribe Link app, that looks like this. recordId and Email are two variables in my Flow. Everyone who sets up the app will substitute their site domain for “yourSiteDomain.”

http://yourSiteDomain/Unsubscribe?recordId={{{Recipient.Id}}}&Email={{{Recipient.Email}}}" 

When I put in my site domain and the fields are merged in the email, it looks like this:

https://powerfulsolutions-developer-edition.na139.force.com/Unsubscribe?recordId=0034W000029huR8&Email=georgeBailey@bbbs.com

Read the instructions on the Unsubscribe Link App for details on how to create a Site and Site Domain.

Sunshine Stories: Lashonna McBride is paying it forward

Lashonna is a Technical Analyst for the run:CRM team at Slalom. In her role, she assists with various areas of Salesforce customization and maintenance, including composing user stories, testing, and building out enhancements for existing orgs. Lashonna was recently appointed as a board member for the non-profit organization, Amplify, which helps to empower underrepresented voices in tech, and provide resources to those who may not otherwise have access.


Company: Slalom
Title: Technical Analyst
Years of Experience with Salesforce: 1-2

LinkedIn Profile

Twitter @LashonnaMcbride

Trailblazer.me

Continue reading Sunshine Stories: Lashonna McBride is paying it forward

Is there a good, fast, cheap solution for web forms?

transportationchoices
Transportation Choices used a web designer to make their Salesforce Web-to-Lead form all fancy.

QUESTION: How can I make the simplest, cheapest “contact us” web form that will generate a new lead record in Salesforce and that people would actually want to use?

BACKGROUND RESEARCH: I’ve tested Salesforce’s web-to-lead many times in free Google Sites, but research indicates most nonprofits are using WordPress.

HYPOTHESIS: A WordPress site and Salesforce’s ancient web-to-lead form will get the job done.

WEBINAR PLUG: Tomorrow Get Started with Engagement:  Build Web Forms. Tue, Apr 14, 2020 9:00 AM – 10:00 AM PDT Continue reading Is there a good, fast, cheap solution for web forms?

Learn Flow Loops Video

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!

Towards the end of the video I talk about Spring ’20 amazingness with Flow that you can read more about here and here.

Go Ahead: Loop Through that Collection in Flow – Jessie Rymph from Marisa Hambleton on Vimeo.