Hi,
I would like to use a Custom Setting as a filter term value in a Multi-Step Report.
Is there a way to:
a) Specify a Custom Setting as value in a Filter?
b) Access the Filter Term of a MSR through a flow so that when a user sets the Custom setting, the MSR's filter is automatically updated?
Regards,
Meherab
You might also consider letting Salesforce do the work with the Send Better Email flow action from Unofficial Salesforce. Very robust.
https://unofficialsf.com/send-better-email-flow-action/@Apsona for Salesforce for mail merge/ack letters FOR SURE!!! It is a wonderful tool…. The add on for mail merge is helpful… we use it to merge to spreadsheets, Word docs, PDFs and to email. We had it set that with 3 clicks it would find all gifts needing ack, and then send email ack or snail mail as the donor wishes.
As a NFP that moved from RE to SFDC, I am soooo happy I did, but I’ll never Salesforce without Apsona.
Happy to talk more if you want to reach out via community.
Our AppExchange payments2us.com is a fundraising App for Salesforce and has BBMS integrated and this should make for easier migration if any existing card token
