Log an email message on the contact record like this one.
When sending email from a contact record, it magically logs the message to your activity log. In classic, emails were/are automatically logged to the Activities related list. Well, flow doesn’t do that for you. Let me show you how to log it so you and your colleagues know when an email was sent to a contact.
After you add a “Send Email” action to your flow, add two more Create Records elements to the canvas. You will create records of these objects:
A few weeks ago I shared how to use a package to move metadata between unrelated orgs. That solution is perfect for sharing something you built with other people.
See you later, deployment fish!
When you’re moving metadata between orgs that you control (related or not), try Visual Studio Code! Don’t worry about the “Code” part. You don’t have to read it or write it to use VS Code.
VS Code has lots of benefits that I don’t understand yet (somehow you can use it to move profiles and FLS). I will now teach you all I know. 1) How to deploy between two orgs. 2) How to paste in some code to deploy sections in Flows.
Huge thanks to Brian Ricter for teaching me how to do this!
Stages at the top of the flow screen show your users where they are in the process. It’s simple to set up this progress bar and adds some pizazz to your flow.
Here’s my ordered list to help you get started learning Flow. It includes short and long videos, Trailhead modules and projects, hands-on training and “your turn” challenges to help you stretch what you’ve learned.
Send your donors (contact records only) a tax receipt at the beginning of the new year listing all of last year’s donations. For Salesforce Nonprofit Success Pack users, this unmanaged package will generate a table for each donor listing the gifts they made last year. Use your own email to send a tax receipt by email. The table lists the amount, date and, optionally, the campaign name of each donation.
Invocable 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.
Here are some things I learned about sending data between Flow and Apex.
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.
“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!”
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!
Broad use case: Use the new Collection Sort feature in Flow to find a specific number of records that meet your criteria, and sort them with one or more criteria (criterion?)
Example use cases: I want my top 3 open opps to have a giant dollar sign image on them or I want to automatically nudge/shame the five users who logged in least last month or I want to focus a campaign on my most active volunteers in the summer.
Our specific case: I want to look at a contact record in Nonprofit Success Pack and see immediately that they are one of my top ten donors.
