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.
recurring thoughts on recurring donations in the Salesforce NPSP
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
the case against Contact Record Types in Salesforce
Record Types are great for many Standard and Custom Objects in Salesforce. But, leave them alone for Contacts!
volunteer management, civil rights style
A peak at several ways of organizing real data about volunteers in Mississippi during the Civil Rights Movement and how to embrace a civil-rights-movement-informed data culture in your work today!
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?
Dear Spreadsheet Whisperer: capital-O Organizing
What's the best way to use a database for distributed organizing? Can Salesforce even do this? Plus, beautiful, custom watercolor illustrations from the one and only Katie Blanchard.
consistency is everything
What does cookie decorating have to do with spreadsheets? Consistency of course! Come for the Royal Icing recipe and stay for the tips about standardizing your data.
know one nose it all
A treatise on mystery, learning, and shame. A joyous reflection on NPSP Day Philadelphia. And a spreadsheet tip you might not know you needed.
how spreadsheets can make you a better mentee
There's certainly plenty of resources about how to be a mentor, how to pick a mentor, or why to seek out mentorship in the first place, but what about tips about how to be a good mentee? Here's a spreadsheet I use to keep track of mentorship commitments and make sure I show up as a good mentee!
al chet for database admins
We are in a period of reflection and atonement in the Jewish ritual calendar, so here is an Al Chet (collective confession) for the sins we, as database administrators, have committed. Add your own in the comments!