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!
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.