How to create a "New Contact" form for staff and volunteers to fill out, while checking for duplicates!
I’m learning FlossCross!
I offer a post that's not about Salesforce, it's not about nonprofits, it's not even about spreadsheets (well, in a way it sort of is... but then again EVERYTHING is). It's about crafting, and coping, and playing, even in the worst of times.
comparing lists in Salesforce Flow
I used formulas, text variables, collection variables, loops, and assignments in Salesforce Flow to compare lists of Contacts and Contact Roles and create new Contact Roles as needed. Read further for the first attempt that didn't work... and how I fixed it!
i’m learning Mastodon!
Some of observations and tips from my first few days trying Mastodon.
3 new-to-me spreadsheet capabilities (plus a bonus)
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 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.