Hi, it's been awhile! I've been in hibernation mode taking care of my two small kids and watching hours upon hours of videos about machine learning (but that's a blog post for another day). After thinking about it for a long time, today I finally figured out how to schedule an email from a Salesforce … Continue reading how to “schedule send” an email from a Salesforce screen flow
my journey with multi-factor authentication in Salesforce Experience Cloud
Follow along with a regular Salesforce Admin who used custom code and some savvy macgivering for email-based token multi-factor authentication for Partner Users in an Experience Cloud environment.
the wise users of Chelm
Two short stories that illustrate common problems that nonprofit technologists might face, but from the perspective of Jewish folktales.
So, you want to leave a social media platform? Do this first!
A guide for communities considering how to leave social media platforms - or not - and why!
I cleaned 1000+ opportunities in Salesforce, AMA!
How to use reports and uploads to clean up messy data.
supercharging election organizer spreadsheets with zapier and google sheets
In this post, I write about multi select drop down menus in Google Sheets, how to automate creating spreadsheets, and when automation might not make sense.
how to rebuild Salesforce approval processes in Flow
Salesforce Approval Processes are rigid and outdated. Follow these instructions to learn how to replace Approval Processes with Screen Flows, Record Triggered Flows, and Dashboards.
I merged two thousand duplicates in Salesforce manually, AMA
When faced with thousands of duplicates in Salesforce, what is the best way to merge them? Here's my reflection of merging them manually, and what I learned in the process.
life beyond googlegroups, or how we un-trainwrecked our listserve
The listserve management conundrum has flummoxed me and many of my peers and collaborators for years now, leading some groups to never form listserves, and others to permanently shut them down... sometimes with little or no notice. These same vexing digital communities also facilitate some of the most profound resource sharing I've ever known, and in many ways form the lifeblood of communities across space, time, and identities. Read on for how we sunset our old listserve on GoogleGroups and started fresh with Groups.io.
How to resize logos for Salesforce Classic Letterhead (Email Templates)
This is one of those things that SHOULD be so simple! Why is it not simple? *Shakes fist* My real goal: Automate sending emails to acknowledge donations in Salesforce. My interim goal: Update email templates that will be used in aforementioned automation. Where I got stuck: Updating the letterhead of the aforementioned email templates. This … Continue reading How to resize logos for Salesforce Classic Letterhead (Email Templates)