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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.

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.

March 1, 2022March 1, 2022 Samantha Shain Salesforce

case study: how to move a Process Builder to Flow [Salesforce]

During the month of February, I worked with a consultant to move just ONE process builder over to Flow, and it was an ADVENTURE! In this blog post, I will write about some of the challenges, avoided (!) pitfalls, learnings, and maybe even some advice as we, collectively, face this huge change in the Salesforce admin toolbox.

February 14, 2022February 14, 2022 Samantha Shain Salesforce

snowfakery progress!

Snowfakery has come a long way, and so have my skills! Here are some useful Snowfakery and CumulusCI commands/arguments and how to get started generating data.

January 17, 2022January 17, 2022 Samantha Shain Salesforce, Spreadsheets, Uncategorized

How to make Validation Rules into *Validating* Rules

The database world is replete with options for "validating" data, but there is a huge missing link in our field, which for me boils down to VALIDATING HUMANS.

November 22, 2021 Samantha Shain Conga Composer, Salesforce, Spreadsheets, Uncategorized

on gathering (or, what I’m learning as I make mail merge tutorial videos)

Learning how to share mail merge templates with all of you turns into a reflection on The Art of the Gathering, and digital sharing in general.

November 3, 2021January 20, 2022 Samantha Shain Salesforce, Spreadsheets, Uncategorized

how to populate multi-select picklists in Google Sheets and Salesforce

Do you need to edit multi-select picklist values in a Google Sheet and then import them into Salesforce? I have a script to help you transcend the limitations of data validation!

October 21, 2021 Samantha Shain Salesforce, Uncategorized

sprint reflections vol ix: laughter

"At the end of the day, PRs are meaningless to me if we haven't been laughing."

October 21, 2021October 21, 2021 Samantha Shain Salesforce, Uncategorized

data viz in salesforce: dashboards or lightning pages?

When you're looking to make report charts easily accessible in Salesforce, should you use a dashboard or a Lightning Page?

June 24, 2021September 12, 2021 Samantha Shain Salesforce, Uncategorized

rest for the weary

I am more likely to use the "phone a friend" or "talk it out" or "start over" method than to truly walk away. But if I let experience be my teacher, I know that taking space from the problem is probably the most effective tool in overcoming stuckness.

May 26, 2021August 29, 2021 Samantha Shain Ethical Tech, Salesforce

on jevons’ paradox

Do good databases save precious time? Let's see what 19th century British economists (and me) have to say about that! (Spoiler alert: the answer is no)

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