Maya, Zach, Thomas and I traveled down to Portland for Forcelandia earlier this month for the amazing admineloper conference. I was so excited to share my love of Flow loops in my first regional conference presentation!
Forcelandia is held at The Kennedy School, an old elementary school turned into a hotel by McMenamin’s.
Flow Loops unlock incredible power previously held only by devs. Without using any code, Admins can create an automated process to loop through all related records and take actions based on what is found there!
Demo scenario 1: Hollywood for the Holidays’ will connect you with a celebrity to spend the holidays with! Folks fill out the lead form with an interest and a holiday. Our Flow will loop through all confirmed celebrities and create an opportunity for each celebrity. Continue reading →
Hi! Just a note to say that it’s sunny out and we don’t know how to handle that. We’re not blogging as much right now while we cope. Maya Peterson, Thomas George and I will be presenting at Portland’s amazing Forcelandia conference in August 8 & 9. We’ll have content to post after that!
…And building a trigger that creates a new task when an email was sent!
In 2018, I’m focusing on building my “dev cred,” as Leah McGowen-Hare put it at Forcelandia a few years ago.
Next week is the final week of my RAD Women coding course and I am thrilled with how far I have come.
I am also building more connections in the Salesforce digital communities of Trailblazer, Power of Us Hub and Twitter.
So I was checking out the unanswered questions on the Trailblazer Community to see if I could help out and I ran into this one:
Is it possible to use Process Builder or Workflow in auto creating a task after an email is sent related to a record? The email (with a specific Subject filter) will be sent from (A) within Salesforce or (B) Gmail/Outlook but will be recorded in the Activity History. I tried to create a WR but it didn’t run after I sent an email.
The answer to that is ‘No.’ The end. Continue reading →
Why use a 3rd party tool for sending mass e-mail when you can just use the built in Mass-Email?
I discuss the pros and cons, and give a demo on how to send Mass E-mail in this presentation from April 2017.
Caroline Renard kindly asked me to participate in HUB Office Hours, following up on a longer presentation I gave at the Seattle Non-Profit User Group around that time.
Also included in the conversation are Chris McCullough and Gorav Seth, moderated by Caroline Renard.
See the full video on youtube here.
In the Spring of 2015, I had the privilege to participate in a Girlforce (now Amplify) study group. The study groups are made up of women in the non-profit sector and two volunteer coaches.
Each week a different group presented all the info thought needed on a specific topic to pass the Salesforce Administrator Certification (CRT-101).
Yes, these are very dense slides, but I didn’t want anyone to fail their exam because I forgot a critical detail! You can download the slides here.
Bailey Bones perched on the edge of his seat – he can’t wait to learn about reports!
I highly recommend The Power of Habit Why we do what we do in Life and Business by Charles Duhigg to humans, particularly Salesforce administrators and architects.
As mentioned before, at Optimum Energy we have a self improvement book club and we just finished The Power of Habit. The first section of the book is about individual habit formation. The second part is building habits in an organization. Third part is how habits develop and are morally evaluated in society.
While I particularly enjoyed thinking about how to break my own personal bad habits, (Hang on. There are Top Pot Donuts in the kitchen)…. I found myself contemplating how to help users develop the habit of using Salesforce.
Is there one essential task in Salesforce that can serve as a “keystone habit”? Continue reading →