Posts by JessieRymph

Jessie is a Certified Advanced Salesforce Administrator at Optimum Energy. 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 and remains very active in the community. She also coaches Salesforce newbies, guiding them through an NPSP implementation and helping them land their first gigs on the platform. During the dark months and non-work hours, she can most likely be found crafting and watching tv with her fiance and small fluffy dog.

Building a Custom, Responsive, Client Intake Form in Salesforce NPSP

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?

DaizyLogik

For many years, Bellingham Food Bank used a legacy Access database called “The Food Bank Intake Database” to track client intake information for the 300-600 households who use their services each day they’re open. This software allowed them to collect data for analysis of the services they provided to their clients, and to produce the monthly statistical reports required by various funders.

As time passed, and as the organization upgraded their various systems, the Access database did not upgrade along with it. The staff at Bellingham Food Bank recognized the mission critical nature of the database, and began to make plans to replace the aging system once it started to crash regularly. In order to process a household every 30-60 seconds, the team needed a system they could depend on.

The Bellingham Food Bank engaged DaizyLogik to design and develop a client intake application that leverages the features of Salesforce…

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Building My Dev Cred

…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 →

Sending Mass E-mail in Salesforce

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.

Reports 101 – Study Guide & Slide Deck

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.

 

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Bailey Bones perched on the edge of his seat – he can’t wait to learn about reports!

 

Keystone Habits

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 →

A Salesforce Love Story

[ Zach and I are honored to be on Salesforce.com’s blog today!]

FEB 06, 2018 BY LAURA WOODS.

On our Trailblazer Voices blog series, we’re sharing stories of real people facing real challenges, and finding innovative ways to succeed. These stories are as diverse as our world, ranging from one Trailblazer’s career transition to an ongoing mission to tackle the tech gender gap.

Yet across these stories one common theme stands out: community, or as we like to call it “Ohana.” It’s the family-feel of the Trailblazer Community that many Trailblazers cite as the biggest game-changer in their journey. And in no story is that more obvious than the story of Jessie Rymph and Zach Nostdal, two Salesforce Admins who chose to put a ring on it center stage at Dreamforce last November.

It’s not every day that we’re asked to help pull off unforgettable marriage proposals, so with Valentine’s Day around the corner, it seemed like the right time to check in with these lovebirds and ask them to share their story. Continue reading →

Salesforce Admin: The Leanest Job Ever

You’ve probably heard of “lean management” or “lean manufacturing.” It feels like “lean” is ubiquitous in many industries, but I haven’t encountered the buzz word up here in the cloud. We have a self-improvement book club at my employer, Optimum Energy, and last week we discussed 2 Second Lean by Paul Akers.

“Lean” is the involvement of the entire company in continuous small improvements to remove waste and improve efficiency, as practiced by fanatic Paul Akers.

71cpzizlgfl.jpgGood Salesforce administration is one of the most “lean” things you could do for your company.

Every day each of Paul Akers’ employees comes up with one process improvement that cuts out two seconds. 2 Second Lean claims you can revolutionize your company in these tiny increments. And I believe it, because that’s exactly what I do all day in SFDC.

At Optimum Energy, for every energy optimization project, a series of emails used to go back and forth between members of three teams until pricing was agreed upon. Now a user clicks a button, launching a flow which asks them a series of questions and starts an approval process. No information is misplaced in an email folder. All the right people are looped in. That’s efficiency!
Continue reading →