Nonprofit Hands-on Assignments

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Nonprofit Hands-on Assignments

Screen Flow Hands-On Assignments
Screen Flow Hands-On Assignments

Part 1: Create the Screen Flow

1) Download the image below to your computer

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(Created the image in Canva. You can snag it here:

https://www.canva.com/design/DAE-0FqCCBI/B12MpYDoYHp-e4P0Lgg5cQ/view?utm_content=DAE-0FqCCBI&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton⁠

)

2) Go to Setup → Flows, Click New Flow

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3) Create New Formula Resource

-Formula: LEFT({!$Api.Partner_Server_URL_260}, FIND( '/services', {!$Api.Partner_Server_URL_260})) + "lightning/n/npsp__Contact_Merge"

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4) Add a Screen Element

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5) Use a Display Text element: Insert image into the screen flow with the words "Go to NPSP Contact Merge and Search for this Record" and use the link feature with this in the link: {!LinktoContactMergeTab}

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6) Save and Activate Screen Flow

Part 2: Create a Checkbox field on Contact Object

1) Create a Checkbox field called: "Possible Duplicate" on the Contact Object

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Part 3: Install Unofficial SF Action that can call duplicate rules.

This will call the active duplicate rule through Apex Action.

Link to the package: Production/Developer Org:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5G000003rUsCQAU⁠

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Here is the link/instructions to the action:

https://unofficialsf.com/from-ryan-mercer-a-better-way-to-check-for-duplicate-records-in-flow/⁠

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Part 4: Create Record Triggered Flow to Identify Duplicates

1) Create a record triggered flow that runs anytime a contact is updated or created.

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The flow will:

b) Add the Unofficial SF Action

c) Add a decision element that determines if the action had any outputs

d) If found go to an Update Record element that updates the triggering contact record's potential duplicate box as checked

e) If not found go to an Update Record element that updates the triggering contact record's potential duplicate box as unchecked

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2a) Action:

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2b) Decision:

Name First Outcome: “Duplicate Found”

Use Action - as resource Outputs from Check_for_Duplicate_Contact.duplicate.recordid (see video below)

IsNull Equals Global Constant False

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2c) Update - Duplicate Found:

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2d) Update - Duplicate Not Found:

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3) Save and Activate Flow

Part 5: Add Screen Flow to the Lightning Record Page & Set Component Visibility

1) Edit the Contact Lightning Record Page

2) Add the Flow Element to the layout

3) Make the Component visibility set to if Possible Duplicate = True

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Part 6: Create a Duplicate Record to Test

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