Preferred Communication Email update into the email field on Contact object using Process Builder

Automatic update of Contact’s Email field
using Process Builder

This blog post demonstrates how to automate the update of the standard Email field on Contact when

a contact requests a change to their preferred email address.

Normally, a single default email address is stored on the Contact but there are times when multiple

email addresses are required. However, only one email address, the Preferred email address,

can be used for single or mass email communication. The Preferred email address is required and,

usually stored in the standard Email field on the Contact.

Typically, when a contact requests a change to their Preferred email address, the System Admin or

Support Team manually updates the standard Email field. This is time consuming and therefore is a

good candidate for automation. This post explains how to automatically maintain the standard Email

field on Contact using Process Builder and custom picklist. 

Requirement:

Automatically update the standard Email field on Contact with Preferred email address based on

a contact’s preferred communication method selection. 

Step 1: The standard Email field is used to store different email addresses based on the contact’s

preference.

Email   →  (standard Email field on Contact). 

Step 2: Create 4 custom Email fields on the Contact to store different email addresses. 

S No	Field Name	API Name	Data Type	Description
1	Primary Email	Primary_Email__c	Email	Store Primary Email Address
2	Personal Email	Personal_Email__c	Email	Store Personal Email Address
3	Company Email	Company_Email__c	Email	Store Company Email Address
4	Additional Email	Additional_Email__c	Email	Store Additional Email Address (if required)

Step 3: Create a Custom picklist field to store the different email options. 

S No	Field Name	API Name	Data Type	Values
1	Preferred Email	Preferred_Email__C	Picklist	Primary Email Personal Email Company Email Additional Email

Step 4: Create a Classic Email Template to send the confirmation on the preferred communication
changes.  

Dear {!Contact.FirstName} {!Contact.LastName},

This is to confirm that your preferred communication email has been changed in our system.
You will now receive all subscription emails at your new preferred email address.

If you change your mind, feel free to call us and update your preferences.

Thanks & Regards,

Support Team

Step 5: Use Process Builder to create an email Alert that sends an email about preferred
communication changes.

Step 6: Create Process builder “Preferred email contact update email” which runs each time a
Contact is created and every time it is updated. The specific email address will be updated on
the common email fields. 

→ Select Contact object

→ When a record is created or edited

Step 7 :  Define Criteria for this Preferred Email equal to Primary Email.

  Preferred_Email__c ->Equal->Picklist->Primary value

Step 8 : Add a field update action to update Primary Email address values into the Email Field.

Email->Field Reference->Primary_Email__c

Step 9:  Create an email alert action to send a confirmation email to the new Preferred email
address. 

Step 10:  Define Criteria for this Preferred email is equal to Personal Email address. 

    Preferred_Email__c → Equal →  Picklist → Personal Email

Step 11: Add a field update action to update the Personal Email Address. 

   

   Email->Field Reference->Personal_Email__c

Step 12 : Create an email alert action to send a confirmation email to the new Preferred email
address. 

Step 13: Define Criteria for this Preferred email equal to Company Email

               Preferred_Email__c->Equal->Picklist->Company Email

Step 14:  Add an field update action to update Company email address.

  

                Email->Field Reference->Company_Email__c

Step 15: Create an email alert action to send a confirmation email to the new Preferred email
address. 

Step 16: Define Criteria for this Preferred email equal to Additional Email

  Preferred_Email__c->Equal->Picklist->Additional_Email__c

Step 17: Add an field update action to update the Additional email address into the Email field. 

  

   Email->Field Reference->Personal_Email__c

Step 18:  Create an email alert action to send a confirmation email to the new Preferred email
address.

Output

 

This approach provides an elegant solution to automate the maintenance of Preferred email
addresses. Using a custom picklist to select a contact’s preferred communication method
automatically updates the standard Email field on Contact and sends a confirmation email to
the contact.

Put Back Multiple Files in MacOS

Recently, I’ve faced the problem that you can’t put back multiple files at once from Trash in MacOS.

The problem is that MacOS can’t restore 2 (or more) files from different directories. WTF?

At first, I was very frustrated because I had ~2000 files in there. Started looking out for a proper solutions & found script, which automates restoring process.

Script often failed, so I tweaked it & here is my version. I hope it could help you ;)

	tell application "System Events"
	tell process "Finder"
	repeat 100 times
	tell application "Finder" to open trash
	tell application "Finder" to activate
	key code 126
	key down command
	key code 51
	key up command
	delay 0.2 -- adjust delay as needed
	end repeat
	end tell
	end tell
	tell application "Finder" to close every window

view raw restore hosted with ❤ by GitHub

Form Assembly Advance Customization

Adding the Custom Javascript code to Form Assembly 

Step 1 : Create a new from in the Form Assembly. 

Step 2  : Add the “Text input” content to the form as shown below. 

Step 3: Add the “Text” content and past the below code to the HTML area as shown below.

Step 4: After publishing the form, you can see the following output.