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Tag: You Can Do It!

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).

April 12, 2023 Samantha Shain Salesforce, Uncategorized

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!

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!

December 5, 2022December 5, 2022 Samantha Shain Salesforce, Uncategorized

fieldnotes from testing a complex build

Lessons from UAT... and Taylor Swift gifs sprinkled throughout!

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.

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