- Click through the slide show below and click on the gear to see the speaker notes.
- View the slides with detailed step-by-step instructions on building the flow.
- Brief instructions sheet here (to get more of an overview of each step).
This year I had the honor of presenting at Forcelandia again. Forcelandia is one of my favorite user led conferences, both because of it’s wealth of technical content and because, living in Seattle, it’s our closest PNW Conference. Big Shout out to Slalom for being a Platinum Sponsor this year! And of course to all the amazing folks that managed to put this great event together.Continue reading →
The experience of becoming a Salesforce Administrator can be a whirlwind of new information, building relationships with your fellow administrators and most of all, trying to develop a thorough understanding of the Salesforce stratosphere so you can best serve your user base. As someone who has essentially learned Salesforce Administration backwards (I received the title of Salesforce Admin, then scrambled to learn how it works), I can vouch for having encountered some white-knuckled, fist-clenching troubleshooting challenges. At first, I allowed myself to succumb to my frustration. After all, how could I not have all the answers? However, in my short time as a Salesforce Admin, I have discovered that not only am I not alone, but there are a ton of resources at my finger tips to help me as I navigate through my learning. Throughout my experience, I have picked up 3 tips that have been essential to my process:Continue reading →
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?
On Tuesday, May 21st we celebrated the completion of our pilot Salesforce training program in partnership with Dress for Success Seattle. Dress for Success Seattle seeks to offer long-lasting solutions that enable women to break the cycle of poverty and become more financially independent.
Salesforce is a Customer Relationship Management tool, but it’s really so much more than that. Salesforce enables businesses to streamline their processes and customer engagement. Salesforce touches many aspects of a business from Marketing to field service, e-commerce, and the nonprofit sector, it generates many new jobs each year. Salesforce encourages those already familiar with the system to spread their knowledge with an initiative called #BAM – Be a Multiplier.
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?!)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 →
This year I started learning about Git. I also started watching an absurdly funny, but often offensive, and lowbrow comedy show I highly recommend called Future Man. In Future man, a Janitor must travel through time to prevent the apocalypse. Because I was learning Git at the time, and because the mind works in mysterious ways, I got to thinking… What if time travel was handled like Git source control? I know nothing concrete or scientific about time travel and a little about Git so please bear with me… It’s the end of 2018 and I want to end the year with some light-hearted SciFi fun.
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.
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.