Just press record to salesforce update#
Just press record to salesforce manual#
Just press record to salesforce pro#

Just press record to salesforce pro#

Pro Tip: We chose an after-save flow because we’re referencing some formulas within the flow. Then, you’ll select the Start node and configure the trigger to be A record is created or updated, and we’ll run the flow After the record is saved on the Contact Data Change object. From here, you’ll select a record-triggered flow. Head to Setup -> Flow -> Create a new Flow.

Just press record to salesforce update#

When we’re done with our update flow, we’ll want it to look like this: Our custom object automatically collects the data from the fields that were populated on the website as well as the related Contact ID. This also allows us to display previous changes to our contacts when they visit the form. We created the Contact Data Change object to allow for reporting and history tracking on our customer changes.

When they submit this form, a Contact Data Change record is created. Our contact starts by logging in to the Cleft New Zealand self-service page and submitting updated information. We won’t go into the fine details of how this portion of the solution works, but here’s the general overview. This portion of our solution was created some time ago. Let’s take a look at how we built the solution, step by step. There have been some enhancements to Flow that meet all of our business requirements. A record-triggered flow is fired which updates the related contact, adds a campaign member to the relevant campaign, and then fires an email to the contact verifying the changes that were made. When a customer submits the self-service form, a custom object is created so we can easily track the history of data changes. We were able to meet our requirements with Flow. We also have a tool that automatically sends emails to contacts that are added to campaigns. We also want to ensure that we aren’t spamming our contacts with information that isn’t relevant to them.Īdmins have limited time to spend cleaning and maintaining the database, so it’s important any solution we implement is fully automated.Ĭontacts can log in to a self-service webpage to update their contact information and subscription preferences. Children and families require more support and resources earlier in life, so it’s very important that we’re able to provide these self-service options. The journey for our contacts is also time-sensitive. While our community isn’t large, we face a challenge commonly encountered by Salesforce Admins: It’s very important that our contact details are accurate and our communications are relevant to customer preferences. This involves a lot of outreach and outbound email. We provide advocacy, in-person meetups, and online resources to a community of approximately 100 children and families each year. BackgroundĬleft New Zealand is a small, volunteer-run non-profit organization.

Just press record to salesforce manual#

I want to enable my contacts to update their contact preferences and details via a self-service website, and then take action on those changes and email them a confirmation of these changes, without creating manual work for myself.