Skip to content

The Data are Alright

  • Home
  • Blog
    • Spreadsheets
    • Civil Writes
    • Salesforce
    • Conga Composer
  • Dear Spreadsheet Whisperer
  • Consulting services
  • About
    • Testimonials
    • Link tree
    • Contact me

Category: Salesforce

Musings on designing powerful and effective Salesforce solutions for grassroots orgs and nonprofits. Plus, document my personal journey with learning Flows, Lightning, and customized Salesforce automation features.

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!

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.

September 7, 2022September 7, 2022 Samantha Shain Salesforce, Uncategorized

welcome, new followers!

With new followers jumping aboard, I thought it would be a good time to reintroduce myself!

July 29, 2022July 29, 2022 Samantha Shain Salesforce, Uncategorized

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.

May 5, 2022May 5, 2022 Samantha Shain Salesforce, Uncategorized

asking pragmatic questions about snowfakery

Grappling with my learning journey on Snowfakery. Striving to make the installation process easier is a noble effort, but not to the exclusion of learning fundamental concepts.

April 17, 2022April 17, 2022 Samantha Shain Salesforce

exploring salesforce PMM for foundations

I lay out a data model for how foundations can measure their impact on nonprofit capacity building by using PMM in addition to their chosen grantmaking datamodel.

April 11, 2022April 11, 2022 Samantha Shain Ethical Tech, Salesforce, Spreadsheets, Uncategorized

NEW VIDEOS | practicing cognitive flexibility with my bestie

A retrospective on the Emily and Samantha collab + Emily and Samantha tackle cognitive flexibility!

April 5, 2022April 5, 2022 Samantha Shain Salesforce, Uncategorized

nice to meet you, apsona 💃

Read on in this blog post to see key lessons I've learned in my first month of using Apsona, as illustrated by GIFs from Schitt's Creek.

April 2, 2022 Samantha Shain Salesforce, Spreadsheets, Uncategorized

I was wrong: tech mistakes, accountability, and trust

Report back from my session at #22NTC and what to do when we - inevitably - make mistakes on the way to good technology.

Posts navigation

Older posts

Tags

accounting address() array automation Black Lives Matter change management civil rights movement Civil Writes code conditional formatting conferences Conga Composer consulting counta() countif() crafting CRM cumulusci Data database data cleaning data culture data validation Data visualization de-dupe Dear Spreadsheet Whisperer EQAT error messages Excel facilitation feedback feminism filter() forms Formulas fundraising google scripts Google Sheets if() ifna() importrange() Impostor Syndrome indirect() interviews Justice large() LEFT() LEN() life with goldie listicle loops Mailchimp mailing list Mail Merge master's tools match() membership mentorship Metrics mindsets nationbuilder npsp openrefine open source phonebanking Pivot Tables poem PROPER() Public Health puns queer racial equity recruitment relational database reporting reproductive justice REPT() resource roundup RIGHT() rows() Salesforce salesforce flow search() self care SEO Single Source of Truth snowfakery social justice Spreadsheets sprints statistics SUBSTITUTE() sumif() systems testing thought piece TRIM() Tutorial unique() unofficial sf vlookup() xlookup() You Can Do It!
Powered by WordPress.com.
 

Loading Comments...