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Login Flow

TXT to email with in SFDC? OMG!

Standard

Sadly (or not) the title of this blog is the extent of my cool kid text message talk (LOLZ). Thankfully, my Salesforce skills are way more impressive than my texting skills.

LOLZ, ROFL

I know this is new years day +5, so I figured I would keep this post nice and light. I am going to talk about how you (Yes, You!) can use the email to SMS functionality with in a flow to send information to your users.

Here  is a great article from Popular Mechanics (One of my favorites growing up!)…from 2009 that explains how this works. Yeppers, this has been out for along time. The nuts and bolts is that every cell phone has an email address. The caveat here is that you need to know the provider. So, for example, if your cell phone number is 555-555-5555 and you are on Verizon, you can send an email to 5555555555@vtext.com that will come through as a text message.

So, really all you need is the users cell phone AND their provider…which you can get pretty easily through login flows! Of course, it can’t just be that easy-peasy…because then you wouldn’t be visiting my blog! You do have to do some formatting of the phone number in Salesforce, which you can find here (US phone numbers):

RIGHT(LEFT(Phone,4),3)&SUBSTITUTE(RIGHT(Phone,8),”-“,””)

build email

After the last paren, you will want to append the specific domain of the users cell phone (@vtext.com for example).

Just like that, a pumpkin turns into a formula!

Faster than Bippity Boppity Boo!

 

Now that we know the users provider and their cell phone number, we can start to use it with in a flow. To do this, drag in the send email function and use your custom email build field.

Really, there is not much more than that. Like I said, this is pretty light, but crazy useful. You will be seeing shortly (like, next two weeks) how I use this for DIY two factor authentication, but there are also uses for new user notifications, big deal alerts and even security (Exec departure for example).

Enjoy and Happy New Year!

– Andrew

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  • Date January 6, 2015
  • Tags ClicksNotCode, ClicksNotCodeFTW, LoginFlow, OMG!, SFDCFTW, SMS, Text, TXT, Visual Flow, Workforce Automation
  • Comments 3 Comments

Using Login Flows for something other than security!

Standard

At Dreamforce 2014 I was present at the session for Login Flows, and stared slack jawed at the awesomness that was presented. Interestingly enough, even though Yubico and Twillio were focusing on two factor authentication (Super Cool) and Login Flows are found under “security”, my mind was thinking about anything but…

How many days

Just Kidding!

Here are a couple scenarios that bounced around:

1) Acknowledgements

2) Opt Outs

3) Tailored, ultra specific alerts

But, today happened and while digging around in Salesforce trying to fix something totally unrelated, I found that I have access to login flows.

 

So Excited!

ERMAHGERD So excited to use this meme!

Yep, pretty much!

 

But, a coworker was all like “But, can you use it to give me my daily Dilbert cartoon”. So excited changed to Challenge Accepted!

Challenge Accepted

I accept this challenge!

Thus, I present to you my first login flow…”Give me my daily dilbert”.

Here is what you will doing:

1) Creating a throw away profile for testing

2) Creating a new flow with a screen, display text and formula

3) Creating a new login flow record

The end result will be a second screen presented after login that has a dynamic URL for the daily dilbert. Start to Finish, 40 Minutes!

OK kids, fasten your seat belts, here we go!

Step 1 – Create a throw away profile.

This is pretty straight forward. Find a profile you want to use and clone it. Make sure it can run flows and all that other goodness.

Step 2 – Create a new flow.

2.A Name it something clever:

Clever Flow Nam

Clever!!!!

2.B Create a new formula element and call it “CurrentDate”

2.C Use this formula in this element:

be sure to retype the quotes – Thanks Julie!

TEXT(YEAR({!$Flow.CurrentDate}))&”-“&

TEXT(MONTH({!$Flow.CurrentDate}))&”-“&

IF(
LEN(TEXT(DAY({!$Flow.CurrentDate})))=1,
“0”&TEXT(DAY({!$Flow.CurrentDate})),
TEXT(DAY({!$Flow.CurrentDate}))
)

BASK in the formulaic glory!

BASK in the formulaic glory!

2.D Save it

2.E Drag a screen element onto the work surface and give it a common sense name

Common Sense? Check!

Common Sense? Check!

2.F Add a display text element

Display text, salesforce flows

No Caption Needed

2.G Type in the words “Daily Dilbert” or whatever you want.

2.H Highlight the freshly typed words, and then click the Hyperlink box. enter in http://www.dilbert.com/strips/comic/{!CurrentDate}

Hyperlink

Creating the Hyperlink

Add your variable

Add the variable for the formula you created earlier!

2.I Click OK, set the screen to the starting element, then save everything.

Before step 3, activate your flow.

Step 3 – Create the Login Flow

3.A Navigate to the Flow Login Page (Administration Setup > Security Controls > Login Flow) and click NEW

Where it's At

Oh, that’s where it is!

3.B Give it a common sense name

3.C Associate this flow with a license and your throw away profile created earlier

3.D Save it!

IT LIVES!

Well, hullo yourself!

Now, you will want to associate a user you can login with (but not your own) with the newly created profile.

Once you get everything setup, login at the user and enjoy your new functionality (oh Dilbert, you are hilarious!).

Test User

Yep, that Richard Sherman!

Finished Product

Even the Legion of Boom can relate to Dilbert!

 

  • Date November 6, 2014
  • Tags Admintainable, ButtonClickAdmin, Clicks Not Code, ClicksNotCode, ClicksNotCodeFTW, DF14, Flow, Salesforce, Salesforce.com, SFDC, SFDCFTW, SO Cool
  • Comments 6 Comments
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