Repeat these steps whenever you need to look through a bunch of records
In less then 12 minutes, you’ll learn the five steps and be able to update the records in your collection.
Thanks to 100 Days of Trailhead for hosting this video on their YouTube channel and nudging me to make a follow up which will debut soon.
Continue reading 5 Steps of Flow LoopsInvocable methods used with Flow allow you to launch something in an admin friendly format that uses the massive power of Apex. For example, you have an intake screen that collects answers to a few questions, then you use Apex to loop through many related records dispersing those answers in places hard to reach from Flow.
Creating an invocable method in a nutshell: First you write an apex class with @invocable method (label and description) and whatever code you want the apex to do (easy, right?) Then make your Flow including your input and output variables. Then add an Apex action in Flow to send/receive those variables.
| Sent | Sent From | Received by | Received |
| Record Variable.id | Flow | Apex | List<Id> listOfIds |
| Record Collection Variable | Flow | Apex | List<List<Opportunity>> nameOfThis |
| List containing 1 sObject record | Apex | Flow | Record (single) variable |
| List of Lists of sObject | Apex | Flow | Record Collection Variable |
This is NOT an exhaustive list at all. I didn’t try sending a record variable (not just the ID from Flow), but I assume that will work. There are also generic sObjects that are pretty special, but I didn’t try.
Continue reading Invocable Methods: How to Send Data Between Flow and ApexThis 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 GiftsThis 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:
Are you reading Samantha Shain’s blog The Data Are Alright yet? I LOVE how she talks through all the ups and downs of building her first flow – which is a really complicated one, by the way! She shares her thought processes, her research and her frustrations, pride and other feelings so openly. So if you see an increase in feelings shared here, you know who inspired me!
In Sam’s post, she mentions a few things that she had trouble figuring out. She uses a custom button or link with a URL to pass a record id to a Flow. As she guessed, there is a more elegant way to do it. So elegant even Lady Whistledown would approve.
CORRECTION: Sam tweeted “I got it from a Quick Action eventually on my own (I wish I had this resource then), but what I really needed was to pass in a *group* of ids from a list view… which afaik is not possible without code.”
Continue reading Pass Record Id to Flow in Quick ActionIn this scenario, I launch a Flow from a Visualforce page and finish the flow on a different Visualforce page instead of the standard “Your Flow Finished” page.
In earlier versions of my Unsubscribe Link app, the “Finish” button would take you a screen that said “YOUR FLOW FINISHED” which many of you pointed out, is less than ideal.
Screen one:
Screen two (old version):
And click “Finish” to get this beauty:
JULY 30, 2021 UPDATE: This version is now outdated! Please go here for the latest.
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.
UPDATE: 1/28/21 I realized how to send the confirmation email from someone other than “Site Guest User.” More in this post.
Continue reading Unsubscribe LinkThis 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 Test the Newest Unsubscribe Link App, Please?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.
