Tag / Salesforce Administration

by JessieRymph

Is there a good, fast, cheap solution for web forms?

transportationchoices

Transportation Choices used a web designer to make their Salesforce Web-to-Lead form all fancy.

QUESTION: How can I make the simplest, cheapest “contact us” web form that will generate a new lead record in Salesforce and that people would actually want to use?

BACKGROUND RESEARCH: I’ve tested Salesforce’s web-to-lead many times in free Google Sites, but research indicates most nonprofits are using WordPress.

HYPOTHESIS: A WordPress site and Salesforce’s ancient web-to-lead form will get the job done.

WEBINAR PLUG: Tomorrow Get Started with Engagement:  Build Web Forms. Tue, Apr 14, 2020 9:00 AM – 10:00 AM PDT Continue reading →

by JessieRymph

Learn Flow Loops Video

Join me for a Salesforce.org webinar Intro to Flow on Thursday, Apr 9, 2020 9:00 AM – 10:00 AM PDT. Register here.

Remember back when there were community events and conferences? I had the honor to speak at Cactusforce in Phoenix in January — highly recommend this small event! So many MVPs, so many recognizable experts in one small event. And the weather was great.

Session Description: 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!

Towards the end of the video I talk about Spring ’20 amazingness with Flow that you can read more about here and here.

Go Ahead: Loop Through that Collection in Flow – Jessie Rymph from Marisa Hambleton on Vimeo.

 

by JessieRymph

Update N Records in Flow Without a Loop

Thanks Alex Edelstein and Narender Singh for building exciting Invokable Apex Actions that extend the use of Flow for admins!

USE CASE: The Ugly Dog Adoption Agency wants to find the 30 dogs who have been at the shelter the longest (minimum 60 days). A Flow will change the picklist “Old Timer” to “Yes” and the staff will then run a promotion for these special doggies. (Don’t worry, Jo Jo Pumpkins! You’ll be on the local news!)jo jo pumpkins

dogflowN Continue reading →

by JessieRymph

Attach Meeting Notes on Events

 

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 →

by JessieRymph

Printable Donor Profile

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?!)

Sexy Sys Admin Women's Boy Brief

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 →

by Maya Peterson

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.

Continue reading →

by JessieRymph

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 →

by JessieRymph

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 →

by Zach

How to Safely Deactivate Salesforce Admin Users

When an Admin leaves your organization, it’s tricky to safely manage the many steps of that transition. It’s also easy to screw up which can lead to automation failing silently, users encountering errors, integrations breaking or the security of your system being compromised. Here are my recommendations when you’re left flying solo.

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by TGeorge

Salesforce Flow: What is going on in there!?

Salesforce’s Visual Workflow and Process Builder are incredibly powerful tools but can be very difficult to troubleshoot. I struggled to make these tools effective until I was able to get a glimpse of what was happening inside. Salesforce has some suggestions for how to troubleshoot failing flows but often these tools provide incomplete answers. Particularly for auto launched flows, these techniques are often insufficient.

Flow error

Answering why this failed doesn’t have to be a rabbit hole.

Debug log to the rescue!

Continue reading →