Jessie is Success Content Specialist at Salesforce.org. All opinions expressed on this blog are her own or those of the contributors. For twelve years, she has specialized in CRM, email marketing and fundraising platforms. Jessie co-led the Seattle Salesforce Non-Profit User Group in 2015-2016. She's working on writing her first novel.
UPDATE 6/13: Thank you everyone for your interest in this solution! I am working on adding it to the AppExchange through Salesforce labs!
At TrailheaDX I ran around like a bird for a video with Einstein and Astro. I also facilitated a lively Circle of Success (small group conversation) on Process Automation. Everyone shared their best practices, asked questions and learned from each other. The admins’ orgs ranged from a 10-free-licenses nonprofit to a giant health insurance company, and years of experience from 0 to 10 (not me! I’m at 8, I think).
One guy (and I’m so sorry I don’t have his name) asked:
“Is there any way to track how often your automation fires?”
That got us thinking. What if you could find out:
How much time am I saving with this automation?
How many times has this process ever fired?
Was the time I spent building this thing worth the investment?
“Next step in our #unconference: The meta-peeps create some organized chaos: What’s unknown in @SalesforceOrg‘s NPSP, at #NPSPday.” Photo &Tweet from @BRCTweets (Barbara Christensen)
Both years I’ve attended NPSP we’ve had incredible weather so the idea of a unhandled sunshine error is not applicable to this magical day.
MOOD of the room: Excited, happy, energized, grateful to be part of this amazing supportive community.
KUDOS: Ryan Ozimek and Katie Fadden are delightful facilitators! Megan and everyone at 501 Commons pulled this off flawlessly the day after Give Big! Congrats to Crystal on the birth of her new baby girl! So much !!!
STRAIGHT TALK: In this segment of the programming, we brought the elephant to the center of the room and talked about the .org acquisition. As a .org employee, I just want to make it clear that the opinions below are those of other folks who attended, some of which I might share, but they by no means reflect any official stance of Salesforce:
We want .org or .com to say “IT’S GOING TO BE OKAY. YOU DON’T NEED TO WORRY.”
Samantha C. asked in the Power of Us Hub: “Does anyone know if you can track meetings with salesforce? We are looking to track our meetings and add a few bullet points about those meetings so we can look back and see where something left off.” And I was curious how it could be done. Here’s the answer in Lightning. Continue reading →
Sometimes as a Salesforce admin I’ve been asked to do things which just seem ridiculously old school, not very efficient and may involve actual paper. When I cannot convince someone to click through a few screens, instead of printing or having an email sent to them, it gets my admin panties all in a bunch. (Wouldn’t that be cool, to have actual admin panties?!)
Not actually surprised that these exist! Thanks Cafe Press Canada!
But when working with a nonprofit, you gotta just let it go. And that is how this printable donor profile came into being.
My pro bono client: The Cedar River Clinics, which are fantastic, independent reproductive & LGBTQ health clinics in Renton, Seattle, and Tacoma.
My task: Create a one-page document with important donor information. The development director will print the doc and hand it to the executive director to review before she calls a major donor. Continue reading →
Follow this tutorial to include an unsubscribe link in promotional emails sent from Salesforce. My last post gives you some reasons for considering this feature.
So…you did that directly in production. I see…
When the recipient clicks to unsubscribe, a flow will look for ALL CONTACTS (not leads) who have this as their preferred email address (if you’re in NPSP) or in the Email field. All contacts who meet that requirement will be marked “Email Opt Out.” The email address owner will receive one confirmation email immediately.
The benefits of sending email directly from Salesforce are that you can automate when they go out, you can send up to 5,000 emails per day, and email templates are really simple to set up.
Dear Asses and Donkeys Trust, I no longer want to receive your email. XOXO, Belinda
But any time you’re emailing groups of people, you should be mindful of the requirements of the CAN-SPAM law (which I just learned isn’t called the “Canned Spam” law). CAN-SPAM requires that emails, in certain scenarios, provide an option for the recipient to unsubscribe.
I am writing to you on my personal blog as a puzzle-solving Salesforce admin, not a Salesforce employee. Your decisions around unsubscribe options can have legal implications for your organization so please do not take anything from this post as legal guidance or means to make your communications legally compliant. That decision is between you and your lawyers.
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!
I loved seeing DaizyLogik‘s demo of this tool for the Bellingham Food Bank at the Seattle Non-Profit User Group last year. And hurray! You can now find it on the App Exchange. Below I am reblogging from their blog – did I do this right?
…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.