February 2016 – mightyForce

Display special notes for volunteer shifts on the web

We wanted to reserve some shifts for specific groups and we wanted to identify certain shifts as full or critical to fill. We added a couple fields and workflow rules to modify the data displayed on the web for volunteer shifts.

As a byproduct of this we were easily able to include how many positions remain available. This feature is now available as a hover popup directly on V4SF so that’s not so critical anymore.

February 14, 2016February 19, 2018

Reusable and Efficient Visual Flow Design Patterns (aka “Fun with Flows”)

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February 14, 2016February 19, 2018

NPSP on a Shoestring

Advice on why I love NPSP as presented at Dreamforce 2015.

This video features advice from me and two other all-stars about using Salesforce on a shoestring. It was recorded at Dreamforce 2015. We presented ... read more

February 14, 2016February 19, 2018

Display whatever you want on SF1

Create a field specifically to display imporatant adaptive information on SF1 about clients.

Well, maybe not whatever you want but still.

Awesome @Christian Carter (Bigger Boat Consulting) that led me ... read more

February 14, 2016February 19, 2018

Customer Advisory Council

Small but Mighty!

I am proud to be on the Salesforce Foundation Customer Advisory Council.

February 14, 2016February 19, 2018

Automatic Donor Statistics

Need a simple way to keep up with who’s giving, who’s stopped, and who’s MPV? These simple fields do all the work. The graphs made possible will not fail to impress.

I don’t have ... read more

February 14, 2016February 19, 2018

Affiliation Summary Field

Show summary of contact’s organization affiliations in one easy field. Great for list view and reports!

I add a Text field to my contacts called Affiliation Summary. This is denormalized data… ... read more

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Forums: You will find Terry at most Austin Salesforce user gatherings, including Nonprofit, Developer, and Salesforce Saturday. Terry attends Texas Dreamin’ and Dreamforce.

Training: Terry has training programs for those who want to learn NPSP, including a one-day crash course for advanced commercial admins and a 13-week internship for intermediate students.

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Month: February 2016

Dreamforce Presenter

Power of Us Community Hero

Volunteer Shift Notes on Web

We wanted to reserve some shifts for specific groups and we wanted to identify certain shifts as full or critical to fill. We added a couple fields and workflow rules to modify the data displayed on the web for volunteer shifts.

Reusable and Efficient Visual Flow Design Patterns (aka “Fun with Flows”)

NPSP on a Shoestring

Display whatever you want on SF1

Customer Advisory Council

Automatic Donor Statistics

Affiliation Summary Field