Hi, it's been awhile! I've been in hibernation mode taking care of my two small kids and watching hours upon hours of videos about machine learning (but that's a blog post for another day). After thinking about it for a long time, today I finally figured out how to schedule an email from a Salesforce … Continue reading how to “schedule send” an email from a Salesforce screen flow
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!
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).
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!
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.