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Author: Samantha Shain

I work as a Salesforce system administrator and declarative developer for a philanthropic foundation and I organize for social justice with EQAT's Power Local Green Jobs campaign in Philadelphia. When I am not working, organizing and data wrangling, I am a prolific knitter. I am opinionated about potlucks, philanthropy, public transit, social movement strategy and gender equity. I fantasize about getting around on a motor scooter. www.pronoun.is/she.
March 29, 2023March 29, 2023 Samantha Shain Dear Spreadsheet Whisperer, Uncategorized

Dear Spreadsheet Whisperer: How to Build a Tax Prep Friendly Expense Tracker in Google Sheets

In this installment of Dear Spreadsheet Whisperer, "Frustrated Finance Freelancer" looks for support about how to track business expenses. We cover multiple ideas, including Pivot Tables and Filter formulas in Google Sheets.

March 19, 2023 Samantha Shain Salesforce

Building a “smart” contact info collection form

How to create a "New Contact" form for staff and volunteers to fill out, while checking for duplicates!

March 5, 2023March 5, 2023 Samantha Shain Uncategorized

I’m learning FlossCross!

I offer a post that's not about Salesforce, it's not about nonprofits, it's not even about spreadsheets (well, in a way it sort of is... but then again EVERYTHING is). It's about crafting, and coping, and playing, even in the worst of times.

December 19, 2022December 19, 2022 Samantha Shain Spreadsheets, Uncategorized

are you there, adrienne maree brown, it’s me, Sam

Shoutout to adrienne maree brown, and to all of you who sent me her spreadsheet post!

December 8, 2022December 8, 2022 Samantha Shain Uncategorized

comparing lists in Salesforce Flow

I used formulas, text variables, collection variables, loops, and assignments in Salesforce Flow to compare lists of Contacts and Contact Roles and create new Contact Roles as needed. Read further for the first attempt that didn't work... and how I fixed it!

December 5, 2022December 5, 2022 Samantha Shain Salesforce, Uncategorized

fieldnotes from testing a complex build

Lessons from UAT... and Taylor Swift gifs sprinkled throughout!

November 27, 2022November 27, 2022 Samantha Shain Uncategorized

i’m learning Mastodon!

Some of observations and tips from my first few days trying Mastodon.

October 25, 2022October 25, 2022 Samantha Shain Uncategorized

3 new-to-me spreadsheet capabilities (plus a bonus)

While analyzing survey data, I encountered 3 new spreadsheet capabilities in Excel and Google Sheets!

October 2, 2022October 3, 2022 Samantha Shain Salesforce, Uncategorized

UnofficialSF: 8 Recipes for Custom Header Screen Flow Component

Wondering how to add some flair to your (Screen) Flows? I have just the recipes you need! Thanks to Sharad and the team at UnofficialSF for making Custom Header, the component that inspired this post!

September 27, 2022September 28, 2022 Samantha Shain Salesforce, Uncategorized

the story of the slippers

On Dreamforce 2022, Lionheart Astro slippers, the Salesforce Golden Hoodie, and overcoming a bout of insecurity.

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