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/
Field | Type/Options | Required | Validation | Notes |
---|---|---|---|---|
Title | Picklist | Yes | ||
First Name | Text | Yes | ||
Last Name | Text | Yes | ||
Yes | ||||
Phone | Phone | No | ||
Date of Diagnosis | Date | No | ||
What is your connection to type 1 diabetes? |
|
Yes | ||
Do you want a printed copy mailed to 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) |
|
No |
Thanks for contacting us! We will get in touch with you shortly.
- 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
Field | Type/Options | Destination | Required | Validation |
---|---|---|---|---|
Please confirm this request is for a newly diagnosed child... |
|
|
Yes | |
Lead Source |
|
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 | |
Text | 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 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
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)
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
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)
GS - needs to be added.