Salesforce

… I’m always learning!

Salesforce is a wonderfully adaptable platform and with the Power of Us program, 10 licenses are free(ish) for nonprofits. I like to write about my trials, tribulations, and triumphs, as well as contributions to the Salesforce nonprofit and higher ed community.

Browse themed blog posts

• I merged two thousand duplicates in Salesforce manually, AMAOctober 1, 2024
  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.
• How to resize logos for Salesforce Classic Letterhead (Email Templates)July 16, 2024
  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)
• recurring thoughts on recurring donations in the Salesforce NPSPJune 21, 2024
  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 assemblyJanuary 25, 2024
  How to handle forms with conditional content that are divided into different pages.
• I’m learning text banking!November 16, 2023
  Playing with three vendors for mass social justice SMS texting!
• How to view a Lightning Web Component (lwc) in VS Code for beginnersOctober 11, 2023
  Follow these 7 steps to view the underlying code files for an LWC on your local computer! This took me about 2 hours the first time (including troubleshooting) but it really should be much faster! Remember, if I can do it, you can do it! I’ve written so so so so many blog posts for … Continue reading How to view a Lightning Web Component (lwc) in VS Code for beginners
• Running a competitive application process in Salesforce, Google Sheets, and FormAssemblyAugust 31, 2023
  What tech stack should we use for complex application forms for a flagship fellowship program? Here’s one description of what I set up and what we learned!
• How to configure Conga Composer in a Salesforce Experience SiteMay 26, 2023
  Everything I learned the hard way about setting up Conga Composer in a Salesforce Experience Site (fka Community Cloud).
• 5 special properties of Microsoft Word for Mail Merge projectsMay 10, 2023
  Formatting tips for complex Mail Merge templates in Microsoft Word including conditional logic, hidden text, controlling page breaks, and more!
• the case against Contact Record Types in SalesforceApril 12, 2023
  Record Types are great for many Standard and Custom Objects in Salesforce. But, leave them alone for Contacts!