Possible to schedule deliveries and email customers? - Answers - Salesforce Trailblazer Community
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Amy ZaslanskyAmy Zaslansky 

Possible to schedule deliveries and email customers?

I work at a nonprofit that uses volunteers to handle deliveries. Can salesforce create delivery jobs that volunteers can select? If so, will they receive all of the necessary delivery information AND can an email be sent to the customer letting them know when to expect their delivery?
Amnon KruviAmnon Kruvi
Hi Amy,

It's possible, but it also depends on the specifics of how you want this to work. For example, you could set up a custom object for deliveries and expose it through a related list in a community, allowing users to log in and accept deliveries via a flow. The change in the volunteer field could be used to trigger a process that sends out the relevant emails.

There are also more advanced solutions offered by third party apps, in particular if your deliveries already have a pre-booked time where they need to ship out.

Regardless, you're probably looking at design and implementation phases before you could implement this. If you have specific requirements for how you want your project to work, you're welcome to share them with us so we could try and offer solutions.
Amy ZaslanskyAmy Zaslansky
Thanks Amnon. Is there a third party app that you recommend for scheduling deliveries?
Amnon KruviAmnon Kruvi
If I had more details on how you would like to do it, I could give out better advice. I'm involved in this sector and trying to remain at least a little bit impartial.

So let's hear about the deliveries. Do they have known times, or does the volunteer decide when to ship it? This will influence how the information should be presented.

Do you have a list of preexisting volunteers, or is this information presented to the public and anyone can take a delivery?

Is there any tracking or other functionality you need once the delivery has been accepted?
Amy ZaslanskyAmy Zaslansky
This is a book charity. We schedule the book pick ups M-F, let our volunteers know which activities are open for selection, then email the donors about which day the volunteers will arrive to pick up their books.
Amnon KruviAmnon Kruvi
So let's say you have X activities that need filling. The activities don't have a set time, they just need to be done this week, and any volunteer can pick any activity to take over. Correct me if anything here doesn't sound like what you're looking for.

You could set up a custom object for these activities (don't use standard tasks) and expose a list on a customer community (meaning you'd need to purchase community licenses - I'm not sure what type of expense it is for nonprofits). In the record page for these tasks, you'd have a flow that says "Take Ownership" or something like it, which sets the volunteer to the current user.

Using a sharing set, you would enable write access so that the volunteer can edit the record. They would fill in the details, such as date and time when they plan on actually performing the activity. Alternatively, you could capture these details as part of the flow. Process builder can detect when the fields are populated and send out an email to the relevant parties.

You can do all this without any third party apps, but setting up such a community will probably take a bit of work by someone experienced with such matters.
Amy ZaslanskyAmy Zaslansky
Thanks again! Much appreciated.
 
Amnon KruviAmnon Kruvi
Except that this thread is not to do with regularly scheduled emails, and you're just spamming. 
Ines GarciaInes Garcia
Agreed with Amon and as previous Lewis please refrain from self promoting here. 
As a listed app you guys have access to the resources and the appexchange team is very experienced they can help you to have an actual Go To Market strategy, instead of spamming the community which has a detrimental effect on your brand.