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Justin Thompson 9Justin Thompson 9 

Flows for At Risk Donors

I'm new to Flows and trying to figure out where to begin. I created a field on the Opportunity Object called "Number of Days Since Last Donation". This is a formula data type that uses "Today" - "Date of Last Donation" field. I created an "At Risk" Checkbox on the Contact Object. A Contact is considered "At Risk" if the "Number of Days SInce Last Donation" field is Greater than or Equal to 365 Days. 
So ultimatley what I'm trying to do is create a flow that will automatically select the "At Risk" Checkbox on the Contact Object, when the "Number of Days Since Last Donation" field is Greater than or Equal to 365 days.
Any suggestions?
Sai PraveenSai Praveen (Salesforce Developers) 
Hi Justin,

A contact can have more than 1 opportunity. So if any of the opportuniy has Number of Days Since Last Donation" field is Greater than or Equal to 365 days then the checkbox should be true?

Is there direct relation between Contact and opportuntiy or do we need to consider Opportunity Contact Role?


Thanks,
 
Justin Thompson 9Justin Thompson 9
So yes a Donor "Contact" can have more than 1 opportunity "Donation" to this single Nonprofit Organization. So based on there last donation to this Nonprofit Organization, if it was greater than or equal to 365 days then the "At Risk" Checkbox on the Contact object should be automatically selected. Sent from Outlook Mobile
Sai PraveenSai Praveen (Salesforce Developers) 
HI Justin,

So donar means Contact and Donatio means Opportunity and Organization means Account. 

Is my understanding correct.

Thanks,
 
Justin Thompson 9Justin Thompson 9
Correct! Sent from Outlook Mobile