In this post, I write about multi select drop down menus in Google Sheets, how to automate creating spreadsheets, and when automation might not make sense.
I merged two thousand duplicates in Salesforce manually, AMA
When faced with thousands of duplicates in Salesforce, what is the best way to merge them? Here's my reflection of merging them manually, and what I learned in the process.
How to calculate *conditional* Average, Median, and Mode in Google Sheets
Google Sheets offers an =AverageIF() formula, but what if you need =ModeIF() or =MedianIf()? Here's a post on how to solve this, and why it matters for social justice orgs.
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).
the case against Contact Record Types in Salesforce
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!
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!
fieldnotes from testing a complex build
Lessons from UAT... and Taylor Swift gifs sprinkled throughout!