Preferred Email NPSP Updates

How to create the Email Flow with Step by Step Instructions if you don’t want to install a package

Configure Start Settings

• Record Triggered Flow
• Contact
• Created or Updated
• Formula Evaluates to True
• Every time
• Fast Field Updates

OR(
ISCHANGED({!$Record.Email}),
ISBLANK({!$Record.Email}),
ISCHANGED({!$Record.npe01__Preferred_Email__c}),
ISCHANGED({!$Record.npe01__AlternateEmail__c}),
ISCHANGED({!$Record.npe01__HomeEmail__c}),
ISCHANGED({!$Record.npe01__WorkEmail__c}),
AND(ISNULL({!$Record__Prior.Email}), NOT(ISNULL({!$Record.Email})))
)

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Create Your Resources

• Formula
• Name = formulaPreferredEmailAddress
• Description = Returns the value of whichever email address is set as Preferred. If no NPSP email addresses are populated returns the value of the standard Email field.
• Data Type = Text

IF({!formulaNPSPEmailPresent}, (CASE({!$Record.npe01__Preferred_Email__c}, 
    'Alternate', {!AlternateEmail}, 
    'Personal', {!PersonalEmail},
    'Work', {!WorkEmail},
    {!PersonalEmail})), 
   {!$Record.Email}
)

• Formula
• Name = formulaNPSPEmailPresent
• Description = Returns true if at least one NPSP email field is populated.
• Data Type = Boolean

OR(
NOT(ISBLANK({!$Record.npe01__AlternateEmail__c})),
NOT(ISBLANK({!$Record.npe01__HomeEmail__c})),
NOT(ISBLANK({!$Record.npe01__WorkEmail__c}))
)

---

Add Decision

Name = Email Update Needed Outcome 1 Standard Email is New or Changed Custom Logic = (1 or 3) and 2 and 4

1. Record Prior Values Triggering Contact > Email is Blank = TRUE
2. Triggering Contact > Email Is Blank = TRUE
3. Triggering Contact > Email Is Changed = TRUE
4. Triggering Contact > Preferred Email is Blank = FALSE

Outcome 2 NPSP Email fields are changed Any Conditions (OR)

- Triggering Contact > Alternate Email Is Changed is TRUE
- Triggering Contact > Work Email Is Changed is TRUE
- Triggering Contact > Personal Email Is Changed is TRUE
- Triggering Contact > Email Is Blank is TRUE
- Triggering Contact > Preferred Email Is Changed is TRUE

Outcome 3 No Preferred Email Set All Conditions (AND)

- Triggering Contact > Alternate Email Is Blank is TRUE
- Triggering Contact > Work Email Is Blank is TRUE
- Triggering Contact > Personal Email Is Blank is TRUE
- Triggering Contact > Email Is Blank is TRUE
- Triggering Contact > Preferred Email Is Blank is TRUE

Default Outcome

---

Add Decision under Standard Email is New or Changed

Name = Preferred Email

Outcome 1 Alternate

Triggering Contact > Preferred Email = Alternate

Outcome 2 Personal

Triggering Contact > Preferred Email = Personal

Outcome 3 Work

Triggering Contact > Preferred Email = Work

Default Outcome

Set Assignment under Alternate

Name = Set Alternate Email

    - Triggering Contact > Alternate Email = Triggering Contact > Email

Set Assignment under Personal

Name = Set Personal Email

    - Triggering Contact > Personal Email = Triggering Contact > Email

Set Assignment under Work

Name = Set Work Email

    - Triggering Contact > Work Email = Triggering Contact > Email

Set Assignment under NPSP Email fields are changed

Name = Assign new Email value

    - Triggering Contact > Email = formulaPreferredEmailAddress 

Set Assignment under No Preferred Email set

Name = Set Preferred Email to Work

    - Triggering Contact > Preferred Email = Work
    - Triggering Contact > Work Email = Triggering Contact > Email

Test and Activate