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Tag: Tutorial

July 18, 2023July 18, 2023 Samantha Shain Dear Spreadsheet Whisperer, Uncategorized

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!

May 26, 2023May 26, 2023 Samantha Shain Conga Composer, Salesforce, Uncategorized

How to configure Conga Composer in a Salesforce Experience Site

Everything I learned the hard way about setting up Conga Composer in a Salesforce Experience Site (fka Community Cloud).

March 19, 2023 Samantha Shain Salesforce

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!

March 5, 2023March 5, 2023 Samantha Shain Uncategorized

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.

December 8, 2022December 8, 2022 Samantha Shain Uncategorized

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!

November 27, 2022November 27, 2022 Samantha Shain Uncategorized

i’m learning Mastodon!

Some of observations and tips from my first few days trying Mastodon.

October 25, 2022October 25, 2022 Samantha Shain Uncategorized

3 new-to-me spreadsheet capabilities (plus a bonus)

While analyzing survey data, I encountered 3 new spreadsheet capabilities in Excel and Google Sheets!

October 2, 2022October 3, 2022 Samantha Shain Salesforce, Uncategorized

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!

July 29, 2022July 29, 2022 Samantha Shain Salesforce, Uncategorized

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.

April 26, 2022April 26, 2022 Samantha Shain Dear Spreadsheet Whisperer, Spreadsheets

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!

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