- Click through the slide show below and click on the gear to see the speaker notes.
- View the slides with detailed step-by-step instructions on building the flow.
- Brief instructions sheet here (to get more of an overview of each step).
UPDATE 6/13: Thank you everyone for your interest in this solution! I am working on adding it to the AppExchange through Salesforce labs!
At TrailheaDX I ran around like a bird for a video with Einstein and Astro. I also facilitated a lively Circle of Success (small group conversation) on Process Automation. Everyone shared their best practices, asked questions and learned from each other. The admins’ orgs ranged from a 10-free-licenses nonprofit to a giant health insurance company, and years of experience from 0 to 10 (not me! I’m at 8, I think).
One guy (and I’m so sorry I don’t have his name) asked:
“Is there any way to track how often your automation fires?”
That got us thinking. What if you could find out:
- How much time am I saving with this automation?
- How many times has this process ever fired?
- Was the time I spent building this thing worth the investment?
Follow this tutorial to include an unsubscribe link in promotional emails sent from Salesforce. My last post gives you some reasons for considering this feature.
When the recipient clicks to unsubscribe, a flow will look for ALL CONTACTS (not leads) who have this as their preferred email address (if you’re in NPSP) or in the Email field. All contacts who meet that requirement will be marked “Email Opt Out.” The email address owner will receive one confirmation email immediately.
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.
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.
Maya, Zach, Thomas and I traveled down to Portland for Forcelandia earlier this month for the amazing admineloper conference. I was so excited to share my love of Flow loops in my first regional conference presentation!
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!
Demo scenario 1: Hollywood for the Holidays’ will connect you with a celebrity to spend the holidays with! Folks fill out the lead form with an interest and a holiday. Our Flow will loop through all confirmed celebrities and create an opportunity for each celebrity. Continue reading →
If you’re a Developer, you’re probably fairly familiar with your org’s Governor Limits (CPU Time, SOQL queries, DML operations). But if you’re an Admineloper or Business Analyst, excited to design automation with new tools like process builder and visual flow, you might not be taking these limits into account, and subsequently hitting errors.
This last week I had the immense pleasure of presenting on this topic at Forcelandia. My session provided an overview of Governor Limits, how they pertain to Process Builder and Flow, and tips for avoiding hitting these limits with your clicks-not-code automation.
As a more advanced Salesforce admin/configurator/”admineloper”/consultant (i.e. all the hats but dev), it’s often hard for me to find content at conferences that hits that sweet spot right before one ventures into code. I’m talking Custom Settings, advanced formula logic, Custom Metadata Types, integrations and external objects, cool deployment tools, and of course, flows and all they have to offer, etc! When I look for content I don’t want to watch another training on how to set up Sales Path or how to use process builder, I’ve got that covered, and when I do have questions I can usually find the answer using searchtheforce.com. That is why this year I’m super excited for all the advanced admin content offered at Forcelandia.
Salesforce’s Visual Workflow and Process Builder are incredibly powerful tools but can be very difficult to troubleshoot. I struggled to make these tools effective until I was able to get a glimpse of what was happening inside. Salesforce has some suggestions for how to troubleshoot failing flows but often these tools provide incomplete answers. Particularly for auto launched flows, these techniques are often insufficient.
Debug log to the rescue!
Here’s an example of a “simple” flow that uses a Decision element. You don’t need to use flow to achieve the results – you could entirely stick to Process Builder. This flow is for educational purposes only.
Here’s the sitch: I want an automatic email to my customer when we quote a specific product. For example, “Dear Darnell McCustomer, for a limited time only, you can purchase the EDGE widget for $150!”
Caveat: I want this to be in an HTML template, not a Visualforce email, based on the Quote object. I can’t reach the price on the Quote Line Item from Quote in this format.