Lashonna is a Technical Analyst for the run:CRM team at Slalom. In her role, she assists with various areas of Salesforce customization and maintenance, including composing user stories, testing, and building out enhancements for existing orgs. Lashonna was recently appointed as a board member for the non-profit organization, Amplify, which helps to empower underrepresented voices in tech, and provide resources to those who may not otherwise have access.
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.
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!
- Double click into the Start element and indicate to launch Flow on new record created (in this example).
- Use a Decision element to see if this record meets criteria.
- If so, use an Assignment element to update the field values. There is no “update records” – you just use an Assignment.
- Access the values of the Record by using $Record.Field__c when choosing a resource or variable.
- You cannot access $Record.Id because it doesn’t have an ID yet! It hasn’t been saved.
Thanks Alex Edelstein and Narender Singh for building exciting Invokable Apex Actions that extend the use of Flow for admins!
USE CASE: The Ugly Dog Adoption Agency wants to find the 30 dogs who have been at the shelter the longest (minimum 60 days). A Flow will change the picklist “Old Timer” to “Yes” and the staff will then run a promotion for these special doggies. (Don’t worry, Jo Jo Pumpkins! You’ll be on the local news!)
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.
On March 1, 2020, the official start of Spring ’20 in our world, comes needed security improvements regarding sharing data with external users. However, you can uncheck the Secure guest user record access checkbox and test out these changes until Summer ’20. Phew. If you’re using any Site Guest Users, and are ready to try out the new settings you’ll need to create new sharing rules. Hint: Salesforce sites are used in Volunteers for Salesforce and frequently in Communities.
What’s a Salesforce Site? “Salesforce sites enables you to create public websites and applications that are directly integrated with your Salesforce.com organization—without requiring users to log in with a username and password. You can publicly expose any information stored in your organization through pages that match the look and feel of your company’s brand. Use sites to create public community sites to gather customer feedback, branded login and registration pages for your portals, Web forms for capturing leads, and so on.” — the Site setup page in Salesforce. Continue reading →
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 →
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.