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)
DIY Google Classroom with Zapier for Mr. Spreadsheet Whisperer
When Mr. Spreadsheet Whisperer is having trouble copying Google Files into folders for each camper, what should he do? Use automation to process repetitive, tedious tasks!
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.
iterative installments
Solving database problems is kind of like cooking without a recipe! In this post ... how to send donation notifications (plus installment info from recurring donations) plus a cute koala meme!
with a little help from my friends
"If it ain't broke, don't fix it." But if you have a broken system, HOW do you fix it? With help from friends of course! Three vignettes about advice, mentorship, and being connected to a community of Salesforce practitioners.