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 →
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.
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.
Picture this… it’s already 9pm on deployment night (Friday night of course). You’ve pushed to three environments already and spent at least three hours resolving unit test failures. If all your tests pass this time, you can go home and enjoy a well deserved hot cocoa….
THEN THIS HAPPENS:
Someone else deployed a Validation Rule that is causing almost half your unit tests to fail, effectively ruining your weekend and destroying all your dreams. Has this ever happened to you? Well you’re not alone…
As an admin, you sometimes just need to figure out the IDs of a large number of Salesforce records based on some data from some other source. For example, at my last job, I was often given a list of email addresses that needed to be added to a newsletter list. The first step I had to take was figure out which emails were already associated with Contacts in my instance. I had to grab the IDs of those records in order to add them to that list. Doing this by searching for records one-by-one would be prohibitively time consuming.
For what felt like ages, the best tool for me was DemandTools’s Find/Report IDs function. As an admin for nonprofit organizations, this tool was free for me, and it was easy. I just plugged in my input spreadsheet file, configured my search query, and the tool popped out another spreadsheet with the record IDs and any other fields I might need. Continue reading →
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 →
If you’re a Developer, you’re probably fairly familiar with your org’s Governor Limits (CPU Time, SOQL queries, DML operations). But if you’re an Admineloper or Business Analyst, excited to design automation with new tools like process builder and visual flow, you might not be taking these limits into account, and subsequently hitting errors.
This last week I had the immense pleasure of presenting on this topic at Forcelandia. My session provided an overview of Governor Limits, how they pertain to Process Builder and Flow, and tips for avoiding hitting these limits with your clicks-not-code automation.