fastqert.blogg.se - Screenflow

#SCREENFLOW INSTALL#
#SCREENFLOW UPDATE#
#SCREENFLOW FULL#

Once you’ve installed NPSP in the prerequisite project, it’s time to start our flow. Once you complete this project, though, you’ll have the knowledge to build flows for templated emails to send to donors, volunteers, and other constituents. There are plenty of ways to achieve Aniyah’s goals, and you might already have one in place.

#SCREENFLOW FULL#

This project is designed to teach you a few basic principles of flow-like using Screen elements, getting and updating records, creating text templates, and sending email-and it isn’t a full solution.

#SCREENFLOW UPDATE#

(Check out the Build a Discount Calculator project on Trailhead for an example of this type of flow.)įlows can create and update records, create tasks and events, send email, and more.

Autolaunched flows, which automate a process in the background without user interaction, such as on a particular schedule or when a record changes.

Screen flows, which automate business processes that require direct user interaction, such as inputting data.

While there are many types of flows, the ones you will use most often will likely be: You create flows by connecting a few provided elements. Introducing Flow Builderįlow Builder is a tool to build automations with clicks, not code, for every Salesforce app, experience, and portal. If you want something even more automated that integrates with other systems, check out Salesforce AppExchange and talk with your Salesforce Account Executive. There are many ways to achieve Aniyah’s goals: Nonprofit Success Pack (NPSP) has a built-in Email Acknowledgments tool, for example. In this project we’ll follow Gorav’s process to create a flow that gets details from opportunity and contact records, inserts them into an email text template, generates a preview of the email, sends the message, and updates the opportunity record to show that the gift has been acknowledged. Gorav Patel, NMH’s amazing Salesforce Admin, thinks he has a way to build what Aniyah needs: Flow Builder. She wants to send a short, templated message directly from closed won opportunity records and have a chance to review each message before it goes out. Aniyah would like her staff to have an easy way to thank donors. The organization’s fundraising and marketing efforts for its capital campaign have provided a lot of visibility for the nonprofit, and the staff is looking for a new way to keep up with donor acknowledgment messages. NMH is experiencing a deluge of donations. An Easier Way to Show GratitudeĪniyah Thompson, Development Director at the (fictional) nonprofit No More Homelessness (NMH) would like to say thank you.

#SCREENFLOW INSTALL#

We use fields included in NPSP in the steps ahead, so you need to install NPSP and then use the same Playground for this project.

To complete this project you must first create a new Trailhead Playground and complete the Install Nonprofit Success Pack (NPSP) into a Trailhead Playground project.