While analyzing survey data, I encountered 3 new spreadsheet capabilities in Excel and Google Sheets!
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!
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.
Dear Spreadsheet Whisperer: Or Else?
What should a social justice movement leader do when his spreadsheets aren't behaving properly? Email the Spreadsheet Whisperer, of course!
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.
snowfakery progress!
Snowfakery has come a long way, and so have my skills! Here are some useful Snowfakery and CumulusCI commands/arguments and how to get started generating data.
How to compare addresses
StreetStStrSt.AvenueAveAve. How many different ways can you write an address? Turns out... a LOT. Typically, when I am cleaning address data (yes, that's something I do quite regularly, what with being a spreadsheet whisperer and all), I am preparing to either (1) upload a single file into an online database or (2) create a mail … Continue reading How to compare addresses
how to combine three contact lists
How to use simple spreadsheet formulas to merge three or more contact lists into one. Useful for data cleanup, data migration, surveys, event management, and email blasts!
i faced off against microsoft word mail merge, and…
How I used Conga Composer, Microsoft Word Mail Merge, and some elbow grease to conditionally show/hide tables (and why you might want to, too!)
introducing: xlookup
Puppies are organizing to convince the zoning board to protect their dog park! They need help from VLOOKUP and XLOOKUP to get the job done. Follow along as we learn the ins and outs of these powerful functions in Excel and Google Sheets!