Gonexa University
Gonexa University

Create RFs en masse

Send all your donors all tax receipts at the end of the year

Creating RF creation flows

STEP #1
Mass validation of a tax receipt
  • Add the flow and action items box: Validate multiple tax receipts
  • Name an API label and name
  • Choice 1: List of identifiers
  • Choice 2: List of recordings
  • Enter the ids collection variable.
  • Save and activate
Add the flow action to the page layout
  • From the configuration, access your main object
  • From the associated List tab, drop the created action

To go further...

Select tax receipts to cancel from a list view. The limit for simultaneous cancellations is 200 records.

Semi-massive RF cancellation from a list view

☝️ Org Flow

Go to our sample feed org for inspiration. Find the use cases most used by our customers.

  • address: login.salesforce.com
  • id: tester@gonexa.fr
  • password: Gonexa01