SFDO-Community-Sprints / sprintys-community-resources

Searchable library of community resources. SCR is an easy, searchable online repository of community created best practices, tips, use cases, and more to help Nonprofit and Education focused admins find the information they need, fast.
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Email to submitter upon submit #13

Open JodiNA opened 1 year ago

JodiNA commented 1 year ago

Email to submitter after completing submission form with what they submitted, curation schedule, and a reminder that resources may be edited.

JodiNA commented 1 year ago

Email template: https://sprintyscommunityresources.lightning.force.com/lightning/r/EmailTemplate/00X4w000002eGAhEAM/view

The way it's set up right now is that if the contact already exists, the confirmation email is sent immediately. If the contact doesn't already exist, it will be sent when the create contact scheduled flow next runs (the next day, most likely). The one caveat is that if curators are working on submissions, and there is no contact, a new contact will be created as part of the curation process. So there is the possibility that someone could slip through and not get a confirmation. In other words, they didn't have a contact at time of submission, and then by the time the scheduled flow runs again, they have a contact due to the curator flow and won't be included. In that case, it may be that they are also approved, though, so it wouldn't make sense for them to get a submission email after they had already gotten an approved email.

The submission flow could be updated to ensure that there is a contact for every submission in order to be able to send the email immediately, which may not be possible due to the flow being run by the guest user (this came up as an issue earlier where guest user cannot populate a new contact, which is why contact creation is a subflow). OR, the email text can be defined in the flow itself and then doesn't need to be attached to a contact. But then it is less accessible for editing. It's also possible that the Summer '23 update that allows using an email template with the Send Email Apex Action would allow for using a template without having a contact designated. The SendEmailGL (currently used) requires a contact in order to send an email using a template.

JodiNA commented 1 year ago

TO DO: Review email template

chericodes commented 1 year ago

Email template updated and ready to go.