How to Include an Unsubscribe Link

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.

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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.

For goodness sake, please try this in your sandbox or a Trailhead playground first!  Continue reading →

Use Custom Permissions To Bypass Validation Rules And Pass Unit Tests

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:

Unit Tests Fail

FIELD_CUSTOM_VALIDATION_EXCEPTION

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…

Continue reading →

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.

Continue reading →

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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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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