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 →

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 →

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.

Simple Before-Save Flow

Here’s a real quick intro to the Spring ’20 Before-Save Flow feature. Find in depth information on this topic from Jennifer Lee and Jodie Miners.

Basic gist: 

  1. Double click into the Start element and indicate to launch Flow on new record created (in this example).
  2. Use a Decision element to see if this record meets criteria.
  3. If so, use an Assignment element to update the field values. There is no “update records” – you just use an Assignment.
  4. Access the values of the Record by using $Record.Field__c when choosing a resource or variable.
  5. You cannot access $Record.Id because it doesn’t have an ID yet! It hasn’t been saved.

Continue reading →

I just said I don’t want any email!

Hip hip hurray! My unmanaged package Unsubscribe Link is now available for free on AppExchange! This package will allow your constituents to unsubscribe from all emails for your organization. Email with link to unsubscribe from all emails at the bottom.

The package includes an automatic confirmation email, but you can turn that feature off. Watch the video below and/or follow these instructions: Continue reading →

How to Include an Unsubscribe Link, Revised

Install now from the AppExchange.

Allow Recipients to Unsubscribe From All Email Sent via Salesforce

View demo.

When the recipient clicks to unsubscribe, a flow will look for all contacts and leads who have this as their preferred email address (if you’re in Nonprofit Success Pack) or in the Email field. All contacts or leads who meet that requirement will be marked “Email Opt Out.”  The email address owner will receive one confirmation email immediately.

Please try this in your sandbox, developer org or Trailhead playground first! 

Learn why you should consider including an unsubscribe link. 

Continue reading →

When to Include an Unsubscribe Link

The benefits of sending email directly from Salesforce are that you can automate when they go out, you can send up to 5,000 emails per day, and email templates are really simple to set up.

woman using white smartphone on front of table

Dear Asses and Donkeys Trust, I no longer want to receive your email. XOXO, Belinda

But any time you’re emailing groups of people, you should be mindful of the requirements of the CAN-SPAM law (which I just learned isn’t called the “Canned Spam” law). CAN-SPAM requires that emails, in certain scenarios, provide an option for the recipient to unsubscribe.

I am writing to you on my personal blog as a puzzle-solving Salesforce admin, not a Salesforce employee. Your decisions around unsubscribe options can have legal implications for your organization so please do not take anything from this post as legal guidance or means to make your communications legally compliant.  That decision is between you and your lawyers.

Continue reading →

Building My Dev Cred

…And building a trigger that creates a new task when an email was sent! 

In 2018, I’m focusing on building my “dev cred,” as Leah McGowen-Hare put it at Forcelandia a few years ago.

Next week is the final week of my RAD Women coding course and I am thrilled with how far I have come.

I am also building more connections in the Salesforce digital communities of Trailblazer, Power of Us Hub and Twitter.

So I was checking out the unanswered questions on the Trailblazer Community to see if I could help out and I ran into this one:

Is it possible to use Process Builder or Workflow in auto creating a task after an email is sent related to a record? The email (with a specific Subject filter) will be sent from (A) within Salesforce or (B) Gmail/Outlook but will be recorded in the Activity History. I tried to create a WR but it didn’t run after I sent an email.

The answer to that is ‘No.’ The end. Continue reading →

Sending Mass E-mail in Salesforce

Why use a 3rd party tool for sending mass e-mail when you can just use the built in Mass-Email?

I discuss the pros and cons, and give a demo on how to send Mass E-mail in this presentation from April 2017.

Caroline Renard kindly asked me to participate in HUB Office Hours, following up on a longer presentation I gave at the Seattle Non-Profit User Group around that time.

Also included in the conversation are Chris McCullough and Gorav Seth, moderated by Caroline Renard.

See the full video on youtube here.