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The custom Thnks objects allow you to build more robust reporting and understand your ROI by pulling detailed reports on user activity and messaging effectiveness.

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What’s New in v1.9

⚡ Send Thnks Directly from Flow
  • New “Send Thnks” action available in Flow Builder’s Action picker
  • Trigger a send from any Flow (record triggered, scheduled, or screen flow) without first building a Thnks Request record
  • Good fit for advanced automation: sales cadences, renewal triggers, deal close celebrations
  • Requires the Thnks Admin or Thnks Standard User permission set before the action appears in Flow Builder’s Action picker
🔧 Reliability Improvements
  • Sender attribution fix — approved requests now correctly identify the sending user, resolving an issue where some automated sends were rejected
  • Recipient name fix — first and last names now flow through correctly on automated sends, instead of falling back to the recipient’s email address
  • Both fixes apply automatically, no setup changes needed

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What’s New in v1.8 (history)

🎯 Send Thnks Directly from Salesforce
  • Send Thnks directly from Contact, Account, and Opportunity pages
  • Embedded Thnks interface within Salesforce using secure iframe technology
  • Automatic recipient detection from Salesforce records
📊 Enhanced ROI Tracking
  • Custom ROI field mapping from Thnks to Salesforce
  • Backfill capabilities for historical ROI data
  • Improved reporting on Thnks effectiveness
⚙️ Advanced Configuration
  • Flexible matching logic for Contacts, Leads, and Opportunities
  • Enhanced Task creation and management
  • Improved field mapping capabilities
  • Organization-level authentication tokens

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Integration Overview

Thnks has partnered with Salesforce to provide our clients with an application built specifically for Salesforce and available on the AppExchange. The integration bidirectional functionality, allowing you to both:
  • Send Thnks from Salesforce → Initiate Thnks directly from Salesforce records, or via automated Flow logic
  • Receive Thnks data in Salesforce → Capture all Thnks activity from web, mobile, and extension usage

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What Does It Do?

The Thnks Salesforce AppExchange application provides comprehensive Thnks management within your Salesforce environment through two main approaches:

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1. Send Thnks from Salesforce

  • Direct Sending: Click “Send a Thnks” button on Contact, Account, or Opportunity pages
  • Flow Action: Add the “Send Thnks” action to any Flow for direct, code free automation (new in v1.9)
  • Automated Workflows: Configure Salesforce Flows to create Thnks Request records, with optional Approval Processes before sending
  • Approval Processes: Set up approval workflows for Thnks Requests before they’re sent

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2. Track Thnks Activity

  • Comprehensive Reporting: All Thnks activity is captured and associated with relevant Salesforce records
  • Real-time Updates: Status changes are automatically tracked with timestamps
  • ROI Insights: Custom field mapping provides detailed ROI analytics

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Data Model

The application uses two primary objects:
  • Thnks Object: Tracks all sent Thnks with status updates and associations
  • Thnks Request Object: Manages workflow-triggered Thnks with approval processes
Both objects automatically associate with Lead, Contact, Account, and Opportunity records using intelligent matching logic. Task creation provides visibility in Salesforce’s standard activity feed.

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How Does It Work?

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Sending Thnks from Salesforce

Direct Sending Process:
  1. User clicks “Send a Thnks” button on a Salesforce record
  2. Thnks interface opens in an embedded iframe
  3. Recipient information is automatically populated from the Salesforce record
  4. User selects Thnks, adds message, and sends
  5. Thnks record is created in Salesforce with full tracking
Send Thnks Flow Action Process (new in v1.9):
  1. Your Flow determines the sender, recipient, and gift details (via Get Records, prior Flow logic, or hardcoded values)
  2. The Flow passes these into the Send Thnks action
  3. The action sends the request to Thnks in the background, asynchronously — a Flow can’t check success or failure within the same interview
  4. On success, an optionally linked source record (such as a Task) is automatically marked complete
  5. On failure, a follow up Task is automatically created for review
This path doesn’t require a Thnks Request record or Approval Process — it’s designed for teams that want full control over their own automation logic while still relying on Thnks’s standard send infrastructure underneath. Automated Workflow Process (Thnks Request + Approval):
  1. Business event triggers a Salesforce Flow (e.g., demo scheduled, deal closed)
  2. Flow creates a Thnks Request record with recipient and Thnks details
  3. If auto-approval is enabled, Thnks is sent immediately
  4. If manual approval is required, request goes to the approval queue
  5. Once approved, Thnks is sent and tracked in Salesforce

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Tracking Thnks Activity

When a Thnks is sent from any source (Salesforce, web app, mobile app, Chrome extension, etc.), a Thnks record is created in Salesforce with: Automatic Associations:
  • Lead or Contact matching (never both)
  • Account association (when Contact is matched)
  • Opportunity association (when Contact has open Opportunity via Contact Role)
  • Task creation for activity timeline visibility
Real-time Status Updates:
  • Status field updates as Thnks progresses (Delivered, Opened, Redeemed, etc.)
  • Timestamp fields capture exact date/time of each status change
  • ROI field data synchronization for custom analytics
Comprehensive Data Capture:
  • Sender information and pricing details
  • Transaction ID and direct link to Thnks
  • Custom ROI fields configured in your Thnks account
  • Integration with Salesforce reporting and dashboards