Loading
Nonprofit Success Pack (NPSP) Managed Package
Build a Flow to Notify Tribute Recipients

Build a Flow to Notify Tribute Recipients

Create a quick way for users to email people about honor or memorial donations.

  1. Refer to the step-by-step instructions in Build a Donor Email Flow for Nonprofit Success Pack (NPSP) on Trailhead.

  2. Key information you need to adapt the acknowledgment flow for emailing tribute recipients:

    Variable Needed Opportunity Field
    Indication to notify via email Notification Preference
    Recipient's name Notification Recipient Name
    Recipient email address Notification Recipient Email
    Message to include in notification Notification Message
    Name of the person being honored or memorialized Honoree Name
    Indicate if notification was sent Tribute Notification Status
    Set the date the notification was sent Tribute Notification Date

Want to learn more about Salesforce Flows? Head over to Trailhead and explore Build Flows with Flow Builder.

 
Cargando
Salesforce Help | Article