Now Easy to Expose Flows Outside of Salesforce

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.

baby in salesforce onesie with unicorn emoji blocking his face.
Here’s my little one disguised as a unicorn

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.

How to Build your own externally visible Flow

  1. Create a screen Flow. (This is the hard part).
  2. Set up My Domain (it’s probably already set up).
  3. Create a Site domain.
  4. Create a new Site.
  5. Create a Visualforce Page to house the Flow.
  6. Build your link that includes variables for your flow. That looks like:
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.com

Read the instructions on the Unsubscribe Link App for details on how to create a Site and Site Domain.

Is there a good, fast, cheap solution for web forms?

transportationchoices
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 Is there a good, fast, cheap solution for web forms?

Learn Flow Loops Video

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.

Go Ahead: Loop Through that Collection in Flow – Jessie Rymph from Marisa Hambleton on Vimeo.

 

Simple Before-Save Flow

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: 

  1. Double click into the Start element and indicate to launch Flow on new record created (in this example).
  2. Use a Decision element to see if this record meets criteria.
  3. If so, use an Assignment element to update the field values. There is no “update records” – you just use an Assignment.
  4. Access the values of the Record by using $Record.Field__c when choosing a resource or variable.
  5. You cannot access $Record.Id because it doesn’t have an ID yet! It hasn’t been saved.

Continue reading Simple Before-Save Flow

Update N Records in Flow Without a Loop

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!)jo jo pumpkins

dogflowN Continue reading Update N Records in Flow Without a Loop

BAM! We did it!

On Tuesday, May 21st we celebrated the completion of our pilot Salesforce training program in partnership with Dress for Success Seattle. Dress for Success Seattle seeks to offer long-lasting solutions that enable women to break the cycle of poverty and become more financially independent.

Salesforce is a Customer Relationship Management tool, but it’s really so much more than that. Salesforce enables businesses to streamline their processes and customer engagement. Salesforce touches many aspects of a business from Marketing to field service, e-commerce, and the nonprofit sector, it generates many new jobs each year. Salesforce encourages those already familiar with the system to spread their knowledge with an initiative called #BAM – Be a Multiplier.

Continue reading BAM! We did it!

Attach Meeting Notes on Events

 

maya
Btw: Huge Congratulations to our blogger Maya Peterson on becoming a Salesforce MVP!!!

Samantha C. asked in the Power of Us Hub: “Does anyone know if you can track meetings with salesforce? We are looking to track our meetings and add a few bullet points about those meetings so we can look back and see where something left off.” And I was curious how it could be done. Here’s the answer in Lightning. Continue reading Attach Meeting Notes on Events

Printable Donor Profile

Sometimes as a Salesforce admin I’ve been asked to do things which just seem ridiculously old school, not very efficient and may involve actual paper. When I cannot convince someone to click through a few screens, instead of printing or having an email sent to them, it gets my admin panties all in a bunch.  (Wouldn’t that be cool, to have actual admin panties?!)

Sexy Sys Admin Women's Boy Brief
Not actually surprised that these exist! Thanks Cafe Press Canada!
But when working with a nonprofit, you gotta just let it go. And that is how this printable donor profile came into being.

My pro bono client: The Cedar River Clinics, which are fantastic, independent reproductive & LGBTQ health clinics in Renton, Seattle, and Tacoma.

My task:  Create a one-page document with important donor information.  The development director will print the doc and hand it to the executive director to review before she calls a major donor.  Continue reading Printable Donor Profile