Flow Loops for Nincompoops

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!

me presenting

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 →

Salesforce Automation: Phenomenal Cosmic Power (itty bitty query space)

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.

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Why I’m excited to attend Forcelandia 2018 and you should be too!

As a more advanced Salesforce admin/configurator/”admineloper”/consultant (i.e. all the hats but dev), it’s often hard for me to find content at conferences that hits that sweet spot right before one ventures into code. I’m talking Custom Settings, advanced formula logic, Custom Metadata Types, integrations and external objects, cool deployment tools, and of course, flows and all they have to offer, etc! When I look for content I don’t want to watch another training on how to set up Sales Path or how to use process builder, I’ve got that covered, and when I do have questions I can usually find the answer using searchtheforce.com. That is why this year I’m super excited for all the advanced admin content offered at Forcelandia.

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Why You Should Always Try To Break Your Own Stuff

When I was just learning Salesforce and starting my career, the company I worked for at the time often tasked me with the exciting and highly sought after role of writing test scripts and performing Quality Assurance testing. It turned out I had a knack for it. First and foremost, because as I was new to Salesforce, I excelled at blundering my way through the system breaking everything imaginable as I went. Picture me as a hurricane of user errors, wreaking havoc on even the simplest of test scenarios. The second more important reason I excelled at QA, was because when I wasn’t breaking things on accident, I tried to break them on purpose.

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Lightning Learning

Salesforce continues to grow and acquire new technologies and develop new features and while I pride myself on knowing the declarative side of the platform well, what I truly pride myself on is knowing the platform well enough to do the research quickly and efficiently to answer the ultimate question: Can we do this with clicks, and if so what is the best way?

So in the spirit of learning and sharing, here are a couple cool things I learned about recently…

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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!