Quick and Dirty Fix to Unsubscribe Link

After the Summer ’25 release, record ids passed from the Unsubscribe Link to the flow are sometimes not being passed to the flow which causes tons of errors. I am so sorry about this!

I do not understand exactly what change has caused this error to happen.

Here’s a quick and dirty fix for this until we finish getting a managed package version created.

Continue reading Quick and Dirty Fix to Unsubscribe Link

Changes to Send Email Action for Guest Users

This change was enforced in the Summer 25 release to the Send Email Action inside flow and it broke the Unsubscribe Link app.

When the running flow user is the guest user, the Sender Email Address must be set to a verified organization-wide email. Emails sent from the guest user and not using a verified organization-wide email are blocked.

—-Salesforce documentation

A guest user is someone not logged into your Salesforce instance, but they got a link to a flow and are running it from the URL. If the flow sends an email using the old default of running user, the flow now breaks. This may not impact you, but if it does, I’m sorry.

This isn’t the only thing broken about the Unsubscribe Link after the Summer release….

Continue reading Changes to Send Email Action for Guest Users

Unsubscribe Link 4.0 Ready for Testing!

Are you interested in giving your email recipients the option to unsubscribe from all email that you send out through Salesforce? Please test out the latest version of the Unsubscribe App.

Install this package in your sandbox or a Trailhead playground.

Follow the instructions here and add comments to the google doc.

Goodbye Site.com and Hello Experience Site!

Instead of being built on an old Site.com site, you now use an Experience Site to expose the flow to the email recipient.

Continue reading Unsubscribe Link 4.0 Ready for Testing!

Log Email on Send in Flow Now Easy

I wrote a post almost a year ago instructing you how to log an email to the contact or lead from your flow. Now that’s a built in option in the Send Email Action in Flow in Summer ’23.

I’m cooking up some new posts including a new version of the Unsubscribe Link app that I’ll release any day now.

Get Salesforce Practice by Tracking Your Habits

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 reports
  • 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?

Continue reading Get Salesforce Practice by Tracking Your Habits

Year End Tax Receipt for Donors

Update 1/20/2025: Added instructions on how to change on column.

Update 1/3/2024: Added instructions on how to re-run the data a year later.

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.

Package includes this sample template.

Thanks for the great app, just in time…Simple, easy, elegant, and just what we needed.

David, Eaglesrest.org
Continue reading Year End Tax Receipt for Donors

Send Tables in Email in Flow – NPSP Example #2 Memorial Gifts

This is the second in a series on sending email with an embedded table of records of NPSP objects. The first post was a list of payments.

“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!”

Rob asked in the Power of Us Hub, back in April

Well, I’m a few months late, but here you go, Rob. I made a Flow that sends out an email like the one below. I see now that you said “letter”…oops. Hopefully you figured out a solution by now, anyway!

Install this unmanaged package to try it out.

Continue reading Send Tables in Email in Flow – NPSP Example #2 Memorial Gifts

Unsubscribe Link 3.10

Update: February 26, 2024. There is a new version you can try out that is based on an Experience Site.

Update: July 30, 2021 Now on the AppExchange!

Flow improved so much in 2020 (yes! a good thing actually happened in this Great-Pacific-Garbage-Patch of a year) that I was able to take out much of the complication of setting up this app.

And thanks to RAD Women Code courses 1 & 2, I was able to add a Visualforce controller and Apex Tests! I am so grateful to my incredible coaches and cohorts.

What matters for you is that it is much easier to install. It’s still not easy to install but hey, it’s 2021. You can handle what life throws at you.

Installation instructions here.

Requires Summer ‘21 and Salesforce Edition: Enterprise, Unlimited, Developer, Performance.

Continue reading Unsubscribe Link 3.10

Send Emails with Tables in Flow – NPSP Example with Payments

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.

Continue reading Send Emails with Tables in Flow – NPSP Example with Payments

Invite Contact to Next, Earliest, Upcoming Campaign Event

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.
  • Day 7 Sunday – He rested.
  • Day 29 – Our next workshop!

The entire flow is so simple!
Continue reading Invite Contact to Next, Earliest, Upcoming Campaign Event