Contact Planning Salesforce Metadata Package

Overview

Contact.Management.and.Planning_v2.webm

This package provides customizations and automation for Salesforce Contact management, focused on planning and tracking next steps. It includes custom fields, flows for automating task creation and field management, a permission set for user access, and configuration for enhanced user experience.

Overview Steps

1. Add the Activity Type, Next Step, and Next Step Date to the page layout or lightning record page

2. Open or create a Contact

3. Fill out the Activity Type, Next Step, and Next Step Date. Set the Next Step Date to a day within this week

4. Open the My Contacts Next 7 Days List View

5. Any Contact with a Next Step Date less than or equal to 7 days away will appear

6. Fill out the Completed Step Notes field

7. Click Save

8. Expected Result: The Activity Type, Next Step, and Next Step Date fields are nulled out.

9. This enables you to write down the next step and prepares you to do this again next week!

10. Set the Next Step Date to more than a week away from today

11. When you save the edits and refresh the list view, the Contact is removed from your To-Do items

12. Congrats! Take a deep breath of satisfaction! You've finished your Contact Activities!

Contents

• objects/Contact.object
  Customizations to the Contact object, including custom fields for activity tracking, action overrides, and list/search layouts.

• flows/Contact_On_Update_Contact_Planning.flow
  An auto-launched flow that automates the creation of Task records and manages Contact fields when certain updates occur.

• flows/Lead_On_Convert_Update_Contact_Planning.flow
  An auto-launched flow that updates Contact planning fields when a Lead is converted to a Contact.

• permissionsets/Contact_Planning.permissionset
  A permission set granting access to the custom Contact fields and object-level permissions.

• package.xml
  Salesforce package manifest for deployment.

Custom Fields on Contact

• Activity_Type__c (Picklist):
  Tracks the type of activity (Call, Meeting, Text, Email, Drop-In, Other).

• Completed_Step_Notes__c (TextArea):
  Notes about the completed step.

• Next_Step_Date__c (Date):
  The date for the next planned step.

• Next_Step_Days_From_Now__c (Number, Formula):
  Calculates the number of days from today to the next step date.

• Next_Step__c (Text):
  Description of the next step.

Automation

Contact_On_Update_Contact_Planning Flow

• Trigger:
  Runs after a Contact record is updated, specifically when Completed_Step_Notes__c is not null and has changed.

• Logic:

  • Creates a Task record with details from the Contact (description, status, subject, whoId, activity date).
  • After creating the Task, it nulls out the Contact's activity fields (Activity_Type__c, Completed_Step_Notes__c, Next_Step_Date__c, Next_Step__c).

• Purpose:
  Ensures that completed steps are logged as Tasks and that the Contact is ready for the next planning cycle.

Lead_On_Convert_Update_Contact_Planning Flow

Contact.Planning.and.Activity.Management.webm

• Trigger:
  Runs after a Lead record is updated and converted (IsConverted = true).

• Logic:

  • Updates the newly created Contact's planning fields (Activity_Type__c, Next_Step_Date__c, Next_Step__c) with values from the Lead.

• Purpose:
  Ensures continuity of planning data when a Lead is converted to a Contact.

Permissions: Contact_Planning Permission Set

• Grants read/edit access to custom Contact fields (except Next_Step_Days_From_Now__c, which is read-only).
• Allows create, read, and edit access to the Contact object (no delete).

List Views and Search Layouts

• My Contacts - Next 7 Days:
  Custom list view to help users focus on Contacts with upcoming follow-ups.

• Enhanced search layouts:
  Additional fields for better visibility in list views, lookups, and search results.

Deployment Instructions

1. Deploy from GitHub to Salesforce Click this link here to bring this metadata into your org!

https://githubsfdeploy.herokuapp.com/app/githubdeploy/joncline/contactplanning

2. Assign the Permission Set:
   • Go to Setup → Permission Sets → Contact Planning → Manage Assignments.

Usage

• Users with the "Contact Planning" permission set can view and update the custom Contact fields for planning and follow-up.
• When a user completes a step and enters notes, a Task is automatically created and the Contact's planning fields are reset for the next cycle.
• When a Lead is converted, its planning data is transferred to the new Contact.
• The custom list view "My Contacts - Next 7 Days" helps users focus on upcoming follow-ups.

Next Steps:

We help you deliver better Salesforce outcomes—no matter where you're starting from:

• ✅ Done For You – Let us take the reins and deliver a fully executed solution while you focus on results.
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• ✅ Develop Your Team – Invest in your people with professional development that sharpens their skills and elevates project success.

👉 Contact us today to get the right support for your project and your team—so you can move forward with clarity, speed, and confidence. https://www.linkedin.com/in/joncline/

Version

• API Version: 64.0

COPYRIGHT:

Copyright 2025 Jon Cline

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the “Software”), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so.

**THE SOFTWARE IS PROVIDED “AS IS”, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. **---