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!
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!)
This year I had the honor of presenting at Forcelandia again. Forcelandia is one of my favorite user led conferences, both because of it’s wealth of technical content and because, living in Seattle, it’s our closest PNW Conference. Big Shout out to Slalom for being a Platinum Sponsor this year! And of course to all the amazing folks that managed to put this great event together.
On Tuesday, May 21st we celebrated the completion of our pilot Salesforce training program in partnership with Dress for Success Seattle. Dress for Success Seattle seeks to offer long-lasting solutions that enable women to break the cycle of poverty and become more financially independent.
Salesforce is a Customer Relationship Management tool, but it’s really so much more than that. Salesforce enables businesses to streamline their processes and customer engagement. Salesforce touches many aspects of a business from Marketing to field service, e-commerce, and the nonprofit sector, it generates many new jobs each year. Salesforce encourages those already familiar with the system to spread their knowledge with an initiative called #BAM – Be a Multiplier.
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 →
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…
…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.
I highly recommend The Power of HabitWhy 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 →