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 →

Building My Dev Cred

…And building a trigger that creates a new task when an email was sent! 

In 2018, I’m focusing on building my “dev cred,” as Leah McGowen-Hare put it at Forcelandia a few years ago.

Next week is the final week of my RAD Women coding course and I am thrilled with how far I have come.

I am also building more connections in the Salesforce digital communities of Trailblazer, Power of Us Hub and Twitter.

So I was checking out the unanswered questions on the Trailblazer Community to see if I could help out and I ran into this one:

Is it possible to use Process Builder or Workflow in auto creating a task after an email is sent related to a record? The email (with a specific Subject filter) will be sent from (A) within Salesforce or (B) Gmail/Outlook but will be recorded in the Activity History. I tried to create a WR but it didn’t run after I sent an email.

The answer to that is ‘No.’ The end. Continue reading →