From 2daa0be656828cda652d393a94b8a58e8876972d Mon Sep 17 00:00:00 2001 From: Sarah Pilzer Date: Thu, 31 Jul 2025 14:36:28 -0400 Subject: [PATCH 1/2] Usability and design updates to unsubscribe link setup flow --- .../Unsubscribe_Link_Setup.flow-meta.xml | 263 +++++++++--------- 1 file changed, 130 insertions(+), 133 deletions(-) diff --git a/force-app/main/default/flows/Unsubscribe_Link_Setup.flow-meta.xml b/force-app/main/default/flows/Unsubscribe_Link_Setup.flow-meta.xml index 9f92119..cd5132e 100644 --- a/force-app/main/default/flows/Unsubscribe_Link_Setup.flow-meta.xml +++ b/force-app/main/default/flows/Unsubscribe_Link_Setup.flow-meta.xml @@ -3,8 +3,8 @@ Contact_Batch - 577 - 4010 + 182 + 3122 UUIDBatchInvocable apex @@ -30,13 +30,12 @@ UUIDBatchInvocable - 1 LeadBatch - 577 - 4118 + 182 + 3230 UUIDBatchInvocable apex @@ -62,14 +61,13 @@ UUIDBatchInvocable - 1 61.0 ass_final_value_of_sender_email - 445 - 1238 + 50 + 974 var_FinalRecord.Org_Wide_Email_Address__c Assign @@ -91,8 +89,8 @@ ass_final_value_of_sender_email_0 - 709 - 1022 + 314 + 866 var_FinalRecord.Org_Wide_Email_Address__c Assign @@ -115,8 +113,8 @@ Assign selections made on previous screens Assign_Modified_Value - 577 - 3494 + 182 + 2606 var_FinalRecord.Screen_1_Part_2__c Assign @@ -188,8 +186,8 @@ Assign values to the default if this is their first time creating a record. Default_AssignValues - 709 - 506 + 314 + 458 var_FinalRecord.Screen_3__c Assign @@ -289,8 +287,8 @@ Assign values to the final variable if this is their second or later time filling this out. EXISTINGAssignValues - 445 - 398 + 50 + 350 var_FinalRecord.Screen_3__c Assign @@ -390,8 +388,8 @@ Assign values to the final variable based on answers to the initial screen. UpdateFinalValues - 578 - 1373 + 182 + 1166 var_FinalRecord.Confirmation_Email_Text__c Assign @@ -460,8 +458,8 @@ Confirmation_EmailSend - 577 - 2978 + 182 + 2090 Get_Experience_Site @@ -485,8 +483,8 @@ dec_Org_wide_confirmation_email_sender - 577 - 914 + 182 + 758 ass_final_value_of_sender_email_0 @@ -511,8 +509,8 @@ Does a setup record exist already ExistingRecordSameName_0 - 577 - 290 + 182 + 242 CompanyName @@ -537,8 +535,8 @@ Does a setup record exist already ExistingRecordSameName_0_0 - 577 - 3602 + 182 + 2714 Create_Record @@ -562,8 +560,8 @@ Include_screen_1 - 577 - 2270 + 182 + 1382 Screen2PreviewScreen_0 @@ -587,8 +585,8 @@ IncludeScreen3Decision - 577 - 2678 + 182 + 1790 Confirmation_EmailSend @@ -609,7 +607,14 @@ - Included creating an org wide email address for confirmation email sender. And profile security. + Included creating an org wide email address for confirmation email sender. And profile security. + +July 2025 Updates: +added progress bar (issue #113) +added explanation of implications for company name (issue #93) +resolved unhandled faults related to org-wide email address creation by preventing users to back track to previous screens and updated the record choice set to include non-verified email addresses (issue #114) +updated final screen to clarify the flow is finished but can be run again if needed (issue #105) +added explanation text to all preview screens (issue #144) Pick another org wide email to get an error message. ErrorEmailAddress @@ -633,27 +638,13 @@ senderOrgWideEmails String - DisplayName - 1 AND (2 OR 3) - - IsVerified - EqualTo - - true - - - - Purpose - EqualTo - - DefaultNoreply - - + Address + and Purpose - EqualTo + NotEqualTo - UserSelectionAndDefaultNoReply + UserSelection OrgWideEmailAddress @@ -693,7 +684,7 @@ CanvasMode - FREE_FORM_CANVAS + AUTO_LAYOUT_CANVAS @@ -707,8 +698,8 @@ Create the Org wide email address used by the confirmation email as the sender. Create_Org_Wide_Email_0 - 445 - 1022 + 50 + 866 ass_final_value_of_sender_email @@ -743,8 +734,8 @@ Create the UL record. Create_Record - 709 - 3710 + 314 + 2822 Create_Public_Ids @@ -754,8 +745,8 @@ Collect Experience Site informations Get_Experience_Site - 577 - 3278 + 182 + 2390 false Get_My_Domain @@ -768,8 +759,8 @@ Collect URL from Experience Site Get_My_Domain - 577 - 3386 + 182 + 2498 false Assign_Modified_Value @@ -789,8 +780,8 @@ getULSetup - 577 - 182 + 182 + 134 false ExistingRecordSameName_0 @@ -802,8 +793,8 @@ Update_existing_record - 445 - 3710 + 50 + 2822 Create_Public_Ids @@ -812,8 +803,8 @@ CompanyName - 709 - 398 + 314 + 350 false true false @@ -821,43 +812,20 @@ Default_AssignValues - CompanyName_Section1 - RegionContainer - - CompanyName_Section1_Column1 - Region - - FinalOrgName - String - - $Organization.Name - - What is your organization or company name? - InputField - UseStoredValues - false - - - width - - 6 - - - false - - - CompanyName_Section1_Column2 - Region - - width - - 6 - - - false - + S01_T01_CompanyNameInstructions + <p><strong style="font-size: 16px;">Set Company Name</strong></p><p><br></p><p>When someone clicks the unsubscribe link they will see a confirmation page that includes your company's name.</p><p>We have pre-populated the text with the name listed in Setup under Company Info but you may customize it here, if desired.</p> + DisplayText + + + FinalOrgName + String + + $Organization.Name + + Company name as it will appear on the unsubscribe confirmation page: + InputField + UseStoredValues false - SectionWithoutHeader Next true @@ -866,25 +834,26 @@ completeScreen - 577 - 4226 - true + 182 + 3338 + false true - true + false DonedisplayText - <p><span style="font-size: 20px;">You are done!</span></p> + <p><span style="font-size: 20px;">You are done! </span></p><p><br></p><p><span style="font-size: 20px;">If you need to make any changes, click Run Again. </span><span style="font-size: 20px; background-color: rgb(255, 255, 255);">Otherwise, just close this window.</span></p> DisplayText + Run Again true false ConfirmationEmailPreviewScreen - 445 - 3086 - true + 50 + 2198 + false true false @@ -892,7 +861,7 @@ confirmationEmailDisplayText - <p><strong style="font-size: 20px;">PREVIEW</strong></p><p><em>The email recipient receives an email. </em></p><p>{!horizontalLine1}</p><p><br></p><p><span style="font-size: 20px;">From: {!varT_OrgWideEmailDisplayName}</span></p><p><span style="font-size: 20px;">Email body: {!ConfirmEmailText}</span></p> + <p><strong style="font-size: 20px;">PREVIEW</strong></p><p><em>If you opted to send a confirmation email, the recipient receives a message that looks like this. </em></p><p>{!horizontalLine1}</p><p><br></p><p><span style="font-size: 20px;">From: {!varT_OrgWideEmailDisplayName}</span></p><p><span style="font-size: 20px;">Email body: {!ConfirmEmailText}</span></p> DisplayText true @@ -901,9 +870,9 @@ Create_Public_Ids - 577 - 3902 - true + 182 + 3014 + false true false @@ -921,9 +890,9 @@ A preview of the email with the option to modify the text of the link EmailModifyScreen - 578 - 1565 - true + 182 + 1274 + false true false @@ -931,7 +900,7 @@ SampleEmailDisplayText_0 - <p><strong style="font-size: 22px;"><u></u>PREVIEW</strong></p><p><em>Your email recipient gets an email like this with an unsubscribe link at the bottom. </em></p><p>{!horizontalLine1}</p><p><br></p><p><span style="font-size: 20px;">Dear Friend,</span></p><p><br></p><p><span style="font-size: 20px;">It's Thursday! You love to order a pizza on Thursdays! If you order before 5, I'll also throw in some free drinks!</span></p><p><br></p><p><span style="font-size: 20px;">Your friend,</span></p><p><span style="font-size: 20px;">Bob</span></p><p><br></p><p><u style="color: rgb(2, 54, 244); font-size: 20px;">{!var_FinalRecord.Link_Text__c}</u></p> + <p><strong style="font-size: 22px;"><u></u>PREVIEW</strong></p><p><em>Your email recipient gets an email like this with an unsubscribe link at the bottom. </em></p><p>{!horizontalLine1}</p><p><br></p><p><span style="font-size: 20px;">Dear Friend,</span></p><p><br></p><p><span style="font-size: 20px;">It's Thursday! You love to order a pizza on Thursdays! If you order before 5, I'll also throw in some free drinks!</span></p><p><br></p><p><span style="font-size: 20px;">Your friend,</span></p><p><span style="font-size: 20px;">Bob</span></p><p><br></p><p><u style="font-size: 20px; color: rgb(2, 54, 244);">{!var_FinalRecord.Link_Text__c}</u></p> DisplayText @@ -957,9 +926,9 @@ Give the option to have a confirmation screen before Opt Out, but this is not recommended. Screen1Preview - 445 - 2378 - true + 50 + 1490 + false true false @@ -1105,9 +1074,9 @@ This screen will display the confirmation message you want the user to see Screen2PreviewScreen_0 - 577 - 2570 - true + 182 + 1682 + false true false @@ -1115,7 +1084,7 @@ screen2previewDisplayText_0 - <p><strong style="font-size: 20px;">PREVIEW</strong><span style="font-size: 20px;"> </span></p><p>{!horizontalLine1}</p><p><br></p><p><span style="font-size: 20px; color: rgb(0, 0, 0);">{!var_FinalRecord.Screen_2_Part_1__c} {!frm_screen2part2}</span></p> + <p><strong style="font-size: 20px;">PREVIEW</strong><span style="font-size: 20px;"> </span></p><p><em style="background-color: rgb(255, 255, 255);">This is what the email recipient will see on the confirmation page after they have been unsubscribed. </em></p><p>{!horizontalLine1}</p><p><br></p><p><span style="color: rgb(0, 0, 0); font-size: 20px;">{!var_FinalRecord.Screen_2_Part_1__c} {!frm_screen2part2}</span></p> DisplayText @@ -1192,11 +1161,11 @@ This is an optional screen to allow user to enter their email if not found in the database. Screen3PreviewScreen - 445 - 2786 - true + 50 + 1898 + false true - true + false Confirmation_EmailSend @@ -1269,9 +1238,9 @@ Select informations to set up the unsubscribe link Set_Up_Unsubscribe_Link_0 - 577 - 698 - true + 182 + 650 + false true false @@ -1515,14 +1484,42 @@ true false + + Set the company name and unsubscribe configurations and then create the Unsubscribe Link Setup record. + STG01_InitialConfiguration + true + + 1 + + + Preview the text for the experience cloud flow pages and the confirmation email. + STG02_Previews + true + + 2 + + + Stage for creating the required public IDs for the contact and lead objects. + STG03_PublicIDs + true + + 3 + + + The final confirmation screen. + STG04_Done + true + + 4 + - 451 - 48 + 56 + 0 getULSetup - Draft + Active horizontalLine1 true From 456c68eed241beca34912d847b1986f96e531784 Mon Sep 17 00:00:00 2001 From: DKeatonDC <165526945+DKeatonDC@users.noreply.github.com> Date: Sat, 2 Aug 2025 09:48:10 -0400 Subject: [PATCH 2/2] Activates flow headers --- .../Unsubscribe_Link_Setup.flow-meta.xml | 122 +++++++++--------- 1 file changed, 61 insertions(+), 61 deletions(-) diff --git a/force-app/main/default/flows/Unsubscribe_Link_Setup.flow-meta.xml b/force-app/main/default/flows/Unsubscribe_Link_Setup.flow-meta.xml index cd5132e..4bb5f20 100644 --- a/force-app/main/default/flows/Unsubscribe_Link_Setup.flow-meta.xml +++ b/force-app/main/default/flows/Unsubscribe_Link_Setup.flow-meta.xml @@ -3,8 +3,8 @@ Contact_Batch - 182 - 3122 + 0 + 0 UUIDBatchInvocable apex @@ -34,8 +34,8 @@ LeadBatch - 182 - 3230 + 0 + 0 UUIDBatchInvocable apex @@ -62,12 +62,12 @@ UUIDBatchInvocable - 61.0 + 64.0 ass_final_value_of_sender_email - 50 - 974 + 0 + 0 var_FinalRecord.Org_Wide_Email_Address__c Assign @@ -89,8 +89,8 @@ ass_final_value_of_sender_email_0 - 314 - 866 + 0 + 0 var_FinalRecord.Org_Wide_Email_Address__c Assign @@ -113,8 +113,8 @@ Assign selections made on previous screens Assign_Modified_Value - 182 - 2606 + 0 + 0 var_FinalRecord.Screen_1_Part_2__c Assign @@ -186,8 +186,8 @@ Assign values to the default if this is their first time creating a record. Default_AssignValues - 314 - 458 + 0 + 0 var_FinalRecord.Screen_3__c Assign @@ -287,8 +287,8 @@ Assign values to the final variable if this is their second or later time filling this out. EXISTINGAssignValues - 50 - 350 + 0 + 0 var_FinalRecord.Screen_3__c Assign @@ -388,8 +388,8 @@ Assign values to the final variable based on answers to the initial screen. UpdateFinalValues - 182 - 1166 + 0 + 0 var_FinalRecord.Confirmation_Email_Text__c Assign @@ -458,8 +458,8 @@ Confirmation_EmailSend - 182 - 2090 + 0 + 0 Get_Experience_Site @@ -483,8 +483,8 @@ dec_Org_wide_confirmation_email_sender - 182 - 758 + 0 + 0 ass_final_value_of_sender_email_0 @@ -509,8 +509,8 @@ Does a setup record exist already ExistingRecordSameName_0 - 182 - 242 + 0 + 0 CompanyName @@ -535,8 +535,8 @@ Does a setup record exist already ExistingRecordSameName_0_0 - 182 - 2714 + 0 + 0 Create_Record @@ -560,8 +560,8 @@ Include_screen_1 - 182 - 1382 + 0 + 0 Screen2PreviewScreen_0 @@ -585,8 +585,8 @@ IncludeScreen3Decision - 182 - 1790 + 0 + 0 Confirmation_EmailSend @@ -610,7 +610,7 @@ Included creating an org wide email address for confirmation email sender. And profile security. July 2025 Updates: -added progress bar (issue #113) +added progress bar (issue #113)--activated progress bar (was not active in version connected to pull request) added explanation of implications for company name (issue #93) resolved unhandled faults related to org-wide email address creation by preventing users to back track to previous screens and updated the record choice set to include non-verified email addresses (issue #114) updated final screen to clarify the flow is finished but can be run again if needed (issue #105) @@ -698,8 +698,8 @@ added explanation text to all preview screens (issue #144) Create the Org wide email address used by the confirmation email as the sender. Create_Org_Wide_Email_0 - 50 - 866 + 0 + 0 ass_final_value_of_sender_email @@ -734,8 +734,8 @@ added explanation text to all preview screens (issue #144) Create the UL record. Create_Record - 314 - 2822 + 0 + 0 Create_Public_Ids @@ -745,8 +745,8 @@ added explanation text to all preview screens (issue #144) Collect Experience Site informations Get_Experience_Site - 182 - 2390 + 0 + 0 false Get_My_Domain @@ -759,8 +759,8 @@ added explanation text to all preview screens (issue #144) Collect URL from Experience Site Get_My_Domain - 182 - 2498 + 0 + 0 false Assign_Modified_Value @@ -780,8 +780,8 @@ added explanation text to all preview screens (issue #144) getULSetup - 182 - 134 + 0 + 0 false ExistingRecordSameName_0 @@ -793,8 +793,8 @@ added explanation text to all preview screens (issue #144) Update_existing_record - 50 - 2822 + 0 + 0 Create_Public_Ids @@ -803,8 +803,8 @@ added explanation text to all preview screens (issue #144) CompanyName - 314 - 350 + 0 + 0 false true false @@ -834,8 +834,8 @@ added explanation text to all preview screens (issue #144) completeScreen - 182 - 3338 + 0 + 0 false true false @@ -851,8 +851,8 @@ added explanation text to all preview screens (issue #144) ConfirmationEmailPreviewScreen - 50 - 2198 + 0 + 0 false true false @@ -870,8 +870,8 @@ added explanation text to all preview screens (issue #144) Create_Public_Ids - 182 - 3014 + 0 + 0 false true false @@ -890,8 +890,8 @@ added explanation text to all preview screens (issue #144) A preview of the email with the option to modify the text of the link EmailModifyScreen - 182 - 1274 + 0 + 0 false true false @@ -926,8 +926,8 @@ added explanation text to all preview screens (issue #144) Give the option to have a confirmation screen before Opt Out, but this is not recommended. Screen1Preview - 50 - 1490 + 0 + 0 false true false @@ -1074,8 +1074,8 @@ added explanation text to all preview screens (issue #144) This screen will display the confirmation message you want the user to see Screen2PreviewScreen_0 - 182 - 1682 + 0 + 0 false true false @@ -1161,8 +1161,8 @@ added explanation text to all preview screens (issue #144) This is an optional screen to allow user to enter their email if not found in the database. Screen3PreviewScreen - 50 - 1898 + 0 + 0 false true false @@ -1238,8 +1238,8 @@ added explanation text to all preview screens (issue #144) Select informations to set up the unsubscribe link Set_Up_Unsubscribe_Link_0 - 182 - 650 + 0 + 0 false true false @@ -1513,7 +1513,7 @@ added explanation text to all preview screens (issue #144) 4 - 56 + 0 0 getULSetup