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.
1/9/20: Download the set-up worksheet to use with the instructions.
12/16/19 Download the app now on the AppExchange!
Follow this tutorial to include an unsubscribe link in promotional emails sent from Salesforce. This post gives you some reasons for considering this feature.
When the recipient clicks to unsubscribe, a flow will look for all contacts and leads who have this as their preferred email address (if you’re in NPSP) or in the Email field. All contacts or leads who meet that requirement will be marked “Email Opt Out.” The email address owner will receive one confirmation email immediately.
Please try this in your sandbox, developer org or Trailhead playground first!
Continue reading →
Oh man…so much good stuff in the new release. And a real bummer.
I’m really disappointed about this. I was confusing “lookup” with “search.” I want to search for any record I want and get a list returned. Nope. I can search using any lookup field I already have. This is good, but not quite what I was thinking.
RIP Bailey Bones, my beloved companion of 14 years.
Unsatisfying use case : A dog turned in at the animal shelter has a microchip number (text field) which I want to use to search for potentially matching dogs. I want to look up a dog in my flow then process their intake at the shelter.
Satisfying use case: Let’s say I am processing an animal record for adoption. From the animal’s record, I can lookup the Contact record of the person who is adopting the animal as part of my animal adoption flow.
Note: you can do a work around for this kind of search. Thanks Jenwlee.
Thanks to everyone who expressed an interest in my June 5, 2019 post “Was it worth my time to automate that?” The solution is now available on the AppExchange from Salesforce Labs! Check it out!
Have you ever wondered:
This year I had the honor of presenting at Forcelandia again. Forcelandia is one of my favorite user led conferences, both because of it’s wealth of technical content and because, living in Seattle, it’s our closest PNW Conference. Big Shout out to Slalom for being a Platinum Sponsor this year! And of course to all the amazing folks that managed to put this great event together.
