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.
https://yourSiteDomain/YourVisualforcePageName?flowVariable1={{{MergeField1}}}&FlowVariable2={{{MergeField1}}}In the Unsubscribe Link app, that looks like this. recordId and Email are two variables in my Flow. Everyone who sets up the app will substitute their site domain for “yourSiteDomain.”
http://yourSiteDomain/Unsubscribe?recordId={{{Recipient.Id}}}&Email={{{Recipient.Email}}}" When I put in my site domain and the fields are merged in the email, it looks like this:
https://powerfulsolutions-developer-edition.na139.force.com/Unsubscribe?recordId=0034W000029huR8&Email=georgeBailey@bbbs.comRead the instructions on the Unsubscribe Link App for details on how to create a Site and Site Domain.
Transportation Choices used a web designer to make their Salesforce Web-to-Lead form all fancy.
QUESTION: How can I make the simplest, cheapest “contact us” web form that will generate a new lead record in Salesforce and that people would actually want to use?
BACKGROUND RESEARCH: I’ve tested Salesforce’s web-to-lead many times in free Google Sites, but research indicates most nonprofits are using WordPress.
HYPOTHESIS: A WordPress site and Salesforce’s ancient web-to-lead form will get the job done.
WEBINAR PLUG: Tomorrow Get Started with Engagement: Build Web Forms. Tue, Apr 14, 2020 9:00 AM – 10:00 AM PDT Continue reading →
Join me for a Salesforce.org webinar Intro to Flow on Thursday, Apr 9, 2020 9:00 AM – 10:00 AM PDT. Register here.
Remember back when there were community events and conferences? I had the honor to speak at Cactusforce in Phoenix in January — highly recommend this small event! So many MVPs, so many recognizable experts in one small event. And the weather was great.
Session Description: 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!
Towards the end of the video I talk about Spring ’20 amazingness with Flow that you can read more about here and here.
Here’s a real quick intro to the Spring ’20 Before-Save Flow feature. Find in depth information on this topic from Jennifer Lee and Jodie Miners.
Basic gist:
Spring ’20 brings us a revised version of a classic admin’s old favorite: the URL hack, the ability to pass field values via the URL. Let’s try it now with a custom button.
Read the release notes: Navigate to a Record’s Create Page with Default Field Values.
The Ugly Dog Adoption Agency wants to click a button on the Animal record (parent) to create a new Treatment Plan record (child), and have a few fields automatically filled in. In this video, I start on the dog Grover’s record and click the button to create a new Treatment Plan. The lookup fields Animal and Vet Assigned are pre-populated.
Don’t forget to handle your technical debt in the afterlife.
Question: When a contact dies, how can you use Flow to delete their Opportunity Contact Roles for open opportunities? Answer: With a Loop!
Use common sense. Install and test thoroughly in a sandbox! You’re deleting records! I made it really quickly and did not test thoroughly!
Here are the requirements as posted by Ashlynn on the Power of Us Hub:
“I am trying to set up an autolaunched flow to remove Opportunity Contact Roles from open opportunities with deceased contacts. (For example, we are soliciting a major gift from a couple, and one of them passes away before the donation is received.) I have successfully configured a process to remove the deceased contact from acknowledgement for that gift when it comes in, but for the sake of clean data I would like to also automatically remove their OCR from the opportunity record. I am coming up with ‘unhandled faults’ and hoping since this is only my 2nd flow ever that someone will be able to see an obvious error with my configuration.
Hip hip hurray! My unmanaged package Unsubscribe Link is now available for free on AppExchange! This package will allow your constituents to unsubscribe from all emails for your organization. 
The package includes an automatic confirmation email, but you can turn that feature off. Watch the video below and/or follow these instructions: Continue reading →
That’s me living my dream while the audience listens on headphones.
Learning how to build a Flow is like interacting with a volunteer who…needs some extra help. Through these videos, I explain some of the trickier flow concepts for admins: “get records” and “record variables.” I was lucky enough to give his presentation at Dreamforce 2019.
Good news: in this version I have unlimited time so I’ve shown all the steps in detail.
More good news: this presentation doesn’t actually utilize anything specific to nonprofits so it’s suitable for you Sales Cloud folks as well.
Critics who viewed our sessions at Forcelandia called them “Hilarious!” “Informative!” “The best!” If you’re coming to the big event, don’t miss out!
Wednesday, 12pm Westin St. Francis with Salesforce.org staff Jessie Rymph
Flow is a powerful automation tool that walks users through screens, updates multiple objects at once, and reaches distantly related records all with clicks-not-code. By learning Flow, nonprofits can surpass the limitations of Process Builder and harness the power of code without actually having a developer on staff. In this session, we’ll demystify record variables, “get records”, and other elements that are often unfamiliar to non-coders. Participants will walk away with an understanding of the *why* behind each step in the flow creation process!
Thursday, 11:30am Moscone West with MVP Maya Peterson
One process to rule them all, one process to find them, one process to bring them all and in the invocation bind them. As a best practice Salesforce now recommends restricting your org to one record-change process per object. Truly a tool of great power. In this session you’ll learn tricks to manage process criteria nodes using Custom Metadata Types, Custom Settings, and Custom Permissions. No harrowing trip to Mount Doom required.