Use Salesforce Flow to send a SEPA direct debit pre-notification for recurring donations

When collecting SEPA direct debit payments, organizations are obliged to send pre-notifications before the initial payment collection. When using RaiseNow with Salesforce to collect payments you can leverage Flow to send out these emails via Salesforce. 

Note that this guide is intended mainly to provide advice on the usage of RaiseNow objects to compile the necessary data. Please refer to the extensive documentation available directly from Salesforce on more advanced topics such as using HTML templates and Flow builder in general. 

The Flow we are going to build will use the following objects:

• Contact
• npe03__Recurring_Donation__c
• RaiseNow__Subscription__c
• RaiseNow__Direct_Debit_Mandate__c
• RaiseNow__Bank_Account__c

and leverage the flow methods:

• Get Records
• Flow Core Action: Send Email

The underlying idea is to use the creation of a RaiseNow__Subscription__c with SEPA as a starting point as this links to all relevant objects. 

This is the flow we are going to build:

The trigger (creation of a new subscription) will filter for the payment method SEPA Direct Debit:

Based on the subscription we will retrieve the following objects. As the subscription links to all these objects we can select them by their internal Salesforce Id:

• Contact
• npe03__Recurring_Donation__c
• RaiseNow__Direct_Debit_Mandate__c
• RaiseNow__Bank_Account__c

Each Get Object operation should look something like this.

Now, in the toolbox on the "Manager" tab we create a new "Text Template" resource, using the variables we retrieved earlier: 

Here is an example snippet to get you started: 

Dear {!Get_Contact.FirstName}

Thank you for your donation and your support in our mission. The details of your donation:

Amount: {!Get_Recurring_Donation.npe03__Amount__c}
Purpose: {!Get_Recurring_Donation.npe03__Recurring_Donation_Campaign__r.Name}
Payment interval: {!Get_Recurring_Donation.npe03__Installment_Period__c}
Payment method: {!Get_Recurring_Donation.npsp__PaymentMethod__c}
E-Mail: {!Get_Contact.Email}

We will withdraw the specified amount from the following bank account: IBAN: {!Get_Bank_Account.RaiseNow__IBAN__c}
Your account statement will show the following text: "Thank your for your donation to Futurogoal." specifying 
your mandate reference {!Get_Mandate.RaiseNow__Mandate_Reference__c}. Our creditor id is DEXXXXXX0000012345

Thank you again for your support

That's it. You should be good to go. Be sure to test your flow using the debug option in the flow builder.