A SOQL query pulls certain records and fields into Apex Code. This post explains a SOQL query that includes Contacts and their related Opportunities from the Year End Tax Receipt app, but I aim to help you understand SOQL in general.
Follow along with this post to modify which records will be displayed in the table of gifts last year. We’ll look at an example of only included gifts marked tax deductible.
Look at the original post to learn how to modify which columns appear in the gift table.
Understand the SOQL
Here’s my SOQL query. This is how I get the records and fields that I’m going to do something with later on in the code.
1 [SELECT LastName, id,Gifts_Last_Year__c,
2 (SELECT Id, CloseDate, Amount FROM Opportunities
3 WHERE CALENDAR_YEAR(CloseDate) =:year
4 AND IsWon = True
5 ORDER BY CloseDate)
6 FROM Contact WHERE npo02__OppAmountLastYear__c > 0
7 WITH SECURITY_ENFORCED]
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:
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!
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.
UPDATE 1/13/23: If you’re installing today from AppExchange, it’s a new version 1.4 that you can run by running a flow called Year End Tax Flow. New detailed instructions below. To install the new version, please uninstall the old version first! Go to Setup, search for “Installed Packages,” find “Year End Tax” and uninstall that.
Easy peasy list of all last year’s donations
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.
The flow will display either a photo or remind you to upload one. On any object!
How It Works:
The Flow looks for a file attached to that record with the title “SalesforcePhoto” (or another phrase of your choosing).
The File gets the title from the name of the file when you upload it. If you upload SalesforcePhoto.jpg, the title becomes “SalesforcePhoto.” You could also open the File details in Salesforce and change the title.