Want more practice learning Salesforce? Don’t have experience beyond Trailhead? Build an app to help you track good or bad habits. This is a win-win-win: hone your app builder skills, improve your habits, and you’ll have a cool app to show off in job interviews.
Salesforce Skills Used
Create a custom object and fields
Create dashboard components
Make it mobile friendly
Problem solving: how to turn real life issues into measurable data
Send email every 3 days with stats
Bonus: Screen flow for easy tracking
My version: Migraine Tracking App
Forget record-triggered flows or apex triggers. The real demons are migraine triggers. I want to build an app to track when I have one of my trigger foods and when I have symptoms.
I have a threshold for tolerance of delicious triggers. I can eat some chocolate, dairy or red wine without reaching the threshold and getting sick, but I don’t know what the threshold is. Can building my own tracking app help?
UPDATE 1/13/23: If you’re installing today from AppExchange, it’s a new version 1.4 that you can run by running a flow called Year End Tax Flow. New detailed instructions below. To install the new version, please uninstall the old version first! Go to Setup, search for “Installed Packages,” find “Year End Tax” and uninstall that.
Easy peasy list of all last year’s donations
Send your donors (contact records only) a tax receipt at the beginning of the new year listing all of last year’s donations. For Salesforce Nonprofit Success Pack users, this unmanaged package will generate a table for each donor listing the gifts they made last year. Use your own email to send a tax receipt by email. The table lists the amount, date and, optionally, the campaign name of each donation.
“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 flows 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.