Great, I used this to concatenate up to 70 field values to a Policy Detail field if they were not blank. I then only had to update one field on the Policy object flow!
Nice. I got so excited about this. When I figured it out I could do this and create a table of donations. Formatted tables can be created, but they don’t survive merging what I mean by that is the structure of the table remains, but the outlines of the table and formatting of the table cells are stripped by the rich text editor of salesforce, but it’s an awesome technique. I’ve been wondering if chat GPT can generate the visual force email template in the nonprofit world, I challenged developers to give us a contact our account controller that would generate a list of all donations, but, alas, nobody ever did it. So, declarative Edmonds had to wait for flow to become powerful enough. But it has!
Hey Terry, Have you tried saving the HTML for the table to a plain text field and inserting that into the email template? I've had success with formatted tables with emails send by Pardot. It might work for Salesforce sends too depending on how that merge field is added to the template. Let me know if you find success using Chat GPT to create that visualforce template. Exciting times!
Thank you for this. It's working not will only work on the 1 file I use to debug. It won't continually just go to the next file and next file. You mentioned you could use the automation in the other flows. Is it possible to just update the entire contacts on every account at 3am each day?
You could certainly do that with a scheduled Flow that runs daily. I wouldn't recommend it, though, because most of that data probably won't change from day to day. It wouldn't be very efficient but it would work. Another option is to create Record Triggered Flows that run when a contact is created, its account or title or name changes, or it's deleted. That's more work up front, but will ultimately be more efficient and keep your HTML list up to date.
Hi Brian, I just found your videos and I cannot tell you how useful they have been thank you! I wanted to ask with this one, I am creating an email template triggered by a Closed Won Opportunity (to send to our admin and shipping team) and thought I could use this idea to create an HTML product list so the email includes product information associated with the Opportunity (Product name, quantity and item value), I will also need to add Account information but one step at a time! Unfortunately when I ran the debug the "Get Records" step is failing to pick up the products. Do you have any suggestions?
Thanks! I like the idea. You want to get OpportunityProduct records not Product records. OpportunityProducts are the line items on the opportunity. I think that might be where you're getting side tracked.
Good question. Sorting can be done in the Get records step. You can sort your results by any field. Then the Loop will go through the records in the order you specified in the Get.
Hmm. That will take some troubleshooting. Check your html in the Flow to make sure extra tags weren't added anywhere. Also try saving the code to a plain text field and inserting that to see if it fixes the issue.
Do you have any further information on how to create a table? This process seems like it will work for what Im trying to achieve -- sending a related list in an email. The related list however needs to be in more of a table format.
Hi Allison, I'll add it to our list to create a video just on how to create a table. I still use w3schools for reference. www.w3schools.com/html/html_tables.asp
Hey Brian, Yes you can. Open up a related list and take a look at the URL. You'll see the record ID in the URL. You can use Flow to dynamically change that ID in the URL. Here is an example company.lightning.force.com/lightning/r/{ID}/related/Opportunities/view
