Record Types are great for many Standard and Custom Objects in Salesforce. But, leave them alone for Contacts!
Building a “smart” contact info collection form
How to create a "New Contact" form for staff and volunteers to fill out, while checking for duplicates!
fieldnotes from testing a complex build
Lessons from UAT... and Taylor Swift gifs sprinkled throughout!
UnofficialSF: 8 Recipes for Custom Header Screen Flow Component
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 slippers
On Dreamforce 2022, Lionheart Astro slippers, the Salesforce Golden Hoodie, and overcoming a bout of insecurity.
welcome, new followers!
With new followers jumping aboard, I thought it would be a good time to reintroduce myself!
DO Look Up! community review of DLRS Release 2.17
This post fangirls Declarative Lookup Rollup Summary, DLRS, pronounced duh-LOR-us, sort of like your old aunt Dolores. DLRS is a community-resourced app that extends functionality in Salesforce to have more "roll up" or min/max/count/average type fields, respecting relationships between objects. Learn more about DLRS here. Far before the provocative 2021 film, Don't Look Up, Salesforce … Continue reading DO Look Up! community review of DLRS Release 2.17
Rendering Salesforce Flow-based forms with Rich Text: an open source collaboration triumph
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 snowfakery
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 foundations
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.