Preferred Phone Updates

How to create the Phone 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({!$Record.npe01__PreferredPhone__c}),
       ISCHANGED({!$Record.HomePhone}),
       ISCHANGED({!$Record.MobilePhone}),
       ISCHANGED({!$Record.npe01__WorkPhone__c}),
       ISCHANGED({!$Record.OtherPhone}),
       ISNEW(),
       ISCHANGED({!$Record.Phone})
)

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Create Your Resources

• Formula
• Name = formulaHomePhoneNumber
• Description = Returns the Home Phone number if it’s populated. If not, checks and returns Mobile, Work, and Other if populated, in that order. If all are blank, defaults to the value of the standard Phone field.
• Data Type = Text

IF(NOT(ISBLANK({!$Record.HomePhone})), {!$Record.HomePhone},
IF(NOT(ISBLANK({!$Record.MobilePhone})), {!$Record.MobilePhone},
IF(NOT(ISBLANK({!$Record.npe01__WorkPhone__c})), {!$Record.npe01__WorkPhone__c},
IF(NOT(ISBLANK({!$Record.OtherPhone})), {!$Record.OtherPhone},
{!$Record.Phone}))))

• Formula
• Name = formulaMobilePhoneNumber
• Description = Returns the Mobile Phone number if it’s populated. If not, checks and returns Home, Work, and Other if populated, in that order. If all are blank, defaults to the value of the standard Phone field.
• Data Type = Text

IF(NOT(ISBLANK({!$Record.MobilePhone})), {!$Record.MobilePhone},
IF(NOT(ISBLANK({!$Record.HomePhone})), {!$Record.HomePhone},
IF(NOT(ISBLANK({!$Record.npe01__WorkPhone__c})), {!$Record.npe01__WorkPhone__c},
IF(NOT(ISBLANK({!$Record.OtherPhone})), {!$Record.OtherPhone},
{!$Record.Phone}))))

• Formula
• Name = formulaOtherPhoneNumber
• Description = Returns the Other Phone number if it’s populated. If not, checks and returns Mobile, Work, and Home if populated, in that order. If all are blank, defaults to the value of the standard Phone field.
• Data Type = Text

IF(NOT(ISBLANK({!$Record.OtherPhone})), {!$Record.OtherPhone},
IF(NOT(ISBLANK({!$Record.MobilePhone})), {!$Record.MobilePhone},
IF(NOT(ISBLANK({!$Record.npe01__WorkPhone__c})), {!$Record.npe01__WorkPhone__c},
IF(NOT(ISBLANK({!$Record.HomePhone})), {!$Record.HomePhone},
{!$Record.Phone}))))

• Formula
• Name = formulaPreferredPhoneNumber
• Description = Returns the value of the Contact’s preferred phone number. Defaults to Work Phone if no preferred number selected.
• Data Type = Text

CASE({!$Record.npe01__PreferredPhone__c},
'Home', {!formulaHomePhoneNumber},
'Mobile', {!formulaMobilePhoneNumber},
'Work', {!formulaWorkPhoneNumber},
'Other', {!formulaOtherPhoneNumber},
{!formulaWorkPhoneNumber}
)

• Formula
• Name = formulaWorkPhoneNumber
• Description = Returns the Work Phone number if it’s populated. If not, checks and returns Mobile, Home, and Other if populated, in that order. If all are blank, defaults to the value of the standard Phone field.
• Data Type = Text

IF(NOT(ISBLANK({!$Record.npe01__WorkPhone__c})), {!$Record.npe01__WorkPhone__c},
IF(NOT(ISBLANK({!$Record.MobilePhone})), {!$Record.MobilePhone},
IF(NOT(ISBLANK({!$Record.HomePhone})), {!$Record.HomePhone},
IF(NOT(ISBLANK({!$Record.OtherPhone})), {!$Record.OtherPhone},
{!$Record.Phone}))))

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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

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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