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

• 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!
• Building a “smart” contact info collection formMarch 19, 2023
  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 ComponentOctober 2, 2022
  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 slippersSeptember 27, 2022
  On Dreamforce 2022, Lionheart Astro slippers, the Salesforce Golden Hoodie, and overcoming a bout of insecurity.
• welcome, new followers!September 7, 2022
  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 triumphJuly 29, 2022
  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.
• asking pragmatic questions about snowfakeryMay 5, 2022
  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.
• exploring salesforce PMM for foundationsApril 17, 2022
  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.
• NEW VIDEOS | practicing cognitive flexibility with my bestieApril 11, 2022
  A retrospective on the Emily and Samantha collab + Emily and Samantha tackle cognitive flexibility!
• nice to meet you, apsona 💃April 5, 2022
  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.