Atlas-Assistance-Dogs / atlas-dogs

Repository for Atlas Dogs flows in Salesforce
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can we add an "email list" option to custom object like dog? #505

Open atlasjen opened 9 months ago

atlasjen commented 9 months ago

@deb761 , Maria and i have been talking and she has been implementing some email templates for Laura. One of them involves emailing based on dog vaccination dates, which isn't available via contact. It also logically makes sense to email from dog since list view is where laura would see who needs shots.

So, question is, can we add an "email list" to Dog (or any custom obect for that matter) like is present in Contact and Lead? The idea would be we could then use related humans to pick the right email as long as related humans had owner set.. or we could add a formula field that is set based on related human owner to make sure there is an email address we have access to.

Debbie, Maria tried doing this w/o code and has hit a dead end. I think it requires a custom list view like you did for files, but i am not sure. Can you help her see what is involved? If it is quick, let's include w/ this release, if not, let's do w 1.7.

She knows it will involve writing code and checking it in so we can do a PR.

thanks! Jen

mguillendev commented 9 months ago

I've been reading about another possible solution today, but haven't had enough time to delve into it. Tomorrow I'll try to see if I can do something with it.

mguillendev commented 9 months ago

It didn't work. @deb761 can you help us with a coding solution?

deb761 commented 9 months ago

I'll look into it. At a minimum, we will need a backend controller endpoint to kick it off, and a LWC to initiate it. Might need more to get the filtered list of dogs.

atlasjen commented 9 months ago

OK then adding it to the next release vs this one. let's do this but let's not hold up the release.

atlasjen commented 2 months ago

adding this for consideration for our 1.8/1.9 release