“Here is the use case: sending a family of a deceased relative one letter with all the names of people who have donated in memoriam. So, one letter to the family for many people who gave. Client is a large hospice so this is happening weekly. Open to different options — apps? exports & merge? other? Thanks!”
This post is building on the work of the super-smarty Narender Singh aka ForcePanda aka @Nads_P07. With Spring ’21 rich text emails, you can now send tables with lists of child objects.
I followed his tutorial and built two Flow’s specifically using Nonprofit Success Pack (NPSP) objects. The first one is a list of payments and the second is a list of completed volunteer activities. I’ll blog about the second one later. Also on the to-do list is to make one that lists all the gifts received in memory or in tribute to someone else.
Let’s say your organization has 4 (virtual) workshops a year. When a new Contact is created from your website, you want to invite them via email to the NEXT workshop.
We’ll use a record trigger flow and two flow elements to do that. No loop!
Let’s get even fancier: we’ll use Scheduled Paths (#spring21) to send the email three days after the contact is created. Let’s use a formula to make sure the event starts more than six days from now – to give them three days notice before the event.
Said another way:
Day 1 Monday – Contact Created.
Record-triggered flow looks for the next upcoming workshop that is happening LATER than Day 7 and prepares to send an email.
Day 4 Thursday – Email sent inviting person to next workshop.
In my Unsubscribe Link app, (yes, that again) the Flow sends out an email from the user running the Flow, which in that case is a Site Guest User. And the email comes from “[Insert Company Name] Site Guest User” which is weird and confusing. I’ve finally googled to learn the secrets of some fields in the Flow “Send Email” Action. And it’s pretty basic and very much a “why didn’t I google this before” moment.
In Flow’s “Send Email” Action, plug in an organization wide email addresses into “Sender Address” and type “OrgWideEmailAddress” in as Sender Type and bob’s your uncle. Want more of an explanation? Keep reading!
JULY 30, 2021 UPDATE: This version is now outdated!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Unsubscribe Link 2.2 (OUTDATED)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.
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.
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.