carekit.rst

Care Kit

The Care Kit form on jdrf.org goes to the lead object in Salesforce. When the form is submitted it creates a lead and through a workflow the lead is convereted into a contact and an outreach reaquest and marks the status as fulfilled. An email is sent to the chapter to the chapter once the Outreach Request is created with details to follow up.

• The link to the production environment is: http://type1nation.staging.wpengine.com/request-care-kit/
• The link to the staging environment is: http://type1nation.staging.wpengine.com/request-care-kit/

T1D Care Kit Form Fields

Field	Type/Options	Required	Validation	Notes
Title	Picklist	Yes
First Name	Text	Yes
Last Name	Text	Yes
Email	email	Yes
Phone	Phone	No
Date of Diagnosis	Date	No
What is your connection to type 1 diabetes?	Radio I have T1D My child My grandchild My sibling My spouse/partner My parent Another family member Friend or co-worker I prefer not to answer	Yes
Do you want a printed copy mailed to you?	Radio Yes, please No, thank you	Yes
Street Address	Text	No
Address Line 2	Text	No
City	Text	No
State	Picklist	No
ZIP Code	Text	No
Country	Picklist	No
School	Text	No
Grade(s)	Check box Preschool / Kindergarten Elementary Middle / Junior High High School Other	No

Form Submit Confirmation Message

Thanks for contacting us! We will get in touch with you shortly.

Triggers

Trigger run when a lead is created with T1D Care Kit lead source and does the following (details below):

• Lead records are AUTOMATICALLY converted to Contact records immediately
• Delete Lead record upon conversion to Contact record
• Update Outreach Request record from Lead record lookup to Contact record lookup upon conversion to Contact record

Form Fields Mapping to Lead Object

Field	Type/Options	Destination	Required	Validation
Please confirm this request is for a newly diagnosed child...	Checklist 16 years or older United States resident	N/A Javacript for form	Yes
Lead Source	Hidden Field T1D Care Kit	Lead Source	Yes
Is the care kit for you or someone else?	Picklist	Salutation	Yes
Title	Picklist	Title	Yes
First Name	Text	Name - First Name	Yes
Last Name	Text	Name - Last Name	Yes
Email	Text	Email	Yes
What is your connection to type 1 diabetes?	Radio	Online T1D Connection	Yes
Street Address	Text	Address - Street	Yes
Address Line 2	Text	Address - Street	Yes
City	Text	Address - City	Yes
State	Text	Address - State/Province	Yes
Zip Code	Text	Address - Zip/Postal Code	Yes

Lead Object

Lead Owner Lead Status Lead Record Type Name - Salutation Name - First Name Name - Last Name Company Online T1D Connection Street City State/Province Zip/Postal Code Country Other Phone Email JDRF Location Name Region Chapter Branch Endocrinologist Birthdate Diagnosis Date Outreach Volunteer Opt Out Preferred Gender of OV Created By Last Modified By

T1D Care Kit Layout in the Leads Object

The T1D Care Kit Layout is assigned to the T1D Care Kit lead record type and assigned to all user profiles.

(Layout will go here)

Map fields from Leads object to Outreach Request object

Requested By Requested Date Existing Walk Supporter Request Status Record Type Contact Diagnosis Date (Date of Diagnosis) Endocrinologist Outreach Volunteer Opt Out Preferred Gender of OV T1D Connection Online T1D Connection Map Fields from Leads Object to Contact Object Lead Source Name - Salutation Name - First Name Name - Last Name Online T1D Connection (Luminate Online T1D Connection) Has Diabetes Diagnosis Date Street City State/Province Zip/Postal Code Country Other Phone Email

T1D Care Kit Layout in the Outreach Request Object

The T1D Care Kit Layout is assigned to the T1D Care Kit Outreach Request record type and assigned to all user profiles.

(Layout will go here)

Email Content

GS - needs to be added.