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.
recurring thoughts on recurring donations in the Salesforce NPSP
This post will read like "inside baseball" for people who are familiar with Salesforce, the Nonprofit Success Pack (NPSP), various iterations of the NPSP over the years, and other automation features in Salesforce. However, if you don't regularly engage in those topics, I hope there's still ideas worth discussing in here! For more than 5 … Continue reading recurring thoughts on recurring donations in the Salesforce NPSP
a dilemma in form assembly
How to handle forms with conditional content that are divided into different pages.
I’m learning text banking!
Playing with three vendors for mass social justice SMS texting!
5 special properties of Microsoft Word for Mail Merge projects
Formatting tips for complex Mail Merge templates in Microsoft Word including conditional logic, hidden text, controlling page breaks, and more!
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!
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!
the story of the slippers
On Dreamforce 2022, Lionheart Astro slippers, the Salesforce Golden Hoodie, and overcoming a bout of insecurity.
welcome, new followers!
With new followers jumping aboard, I thought it would be a good time to reintroduce myself!
Rendering Salesforce Flow-based forms with Rich Text: an open source collaboration triumph
A form-building "dead end" turns into a triumph thanks to community collaboration. PLUS (see what I did there?) learn how to build Rich Text Forms in Salesforce Flow with my handy tutorial.