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!
nice to meet you, apsona 💃
Read on in this blog post to see key lessons I've learned in my first month of using Apsona, as illustrated by GIFs from Schitt's Creek.
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 progress!
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.
prepping synagogue data – and – introducing Jenks natural breaks!
What is the best way to divide fundraising totals into categories and create charts and graphs? Enter, Jenks Natural Breaks and some spreadsheet magic!
How to make Validation Rules into *Validating* Rules
The database world is replete with options for "validating" data, but there is a huge missing link in our field, which for me boils down to VALIDATING HUMANS.
how to combine three contact lists
How to use simple spreadsheet formulas to merge three or more contact lists into one. Useful for data cleanup, data migration, surveys, event management, and email blasts!
i faced off against microsoft word mail merge, and…
How I used Conga Composer, Microsoft Word Mail Merge, and some elbow grease to conditionally show/hide tables (and why you might want to, too!)
Dear Spreadsheet Whisperer: Date Me?
What do my partner, date field formulas, and the Chicks have in common? Read this post to find out! Especially if you create time sheet systems to manage your workload!