The Winter 2023 release notes are out and you’ll want to make preparations to welcome the items one or about October 15. I’ll try to share my install and configuration notes once the live ...
A Simple But Effective Custom Inventory App
Inventory is core to nonprofit operations. Here is how we finally started tracking it in Salesforce instead of paper lists and spreadsheets.
Also see the Texas Dreamin Presentation Terry made showing ...
Unpacking Summer 2022 Sales and Service Cloud
Summer 2022 arrived Jun 11 for us. As always, the first thing to do is head over to the release notes and find out what features must be turned on, what features must be configured, what features we ...
Summer 2022 Candy
I’m not known for being short of words. It’s an increasingly fast-paced world, so I’m doing my best to make ten things three things whenever possible. So… the top ten candy for ...
Lightning Pages: Best Practices
These are the slides for Texas Dreamin. I did about 4 months of research for this presentation and will be publishing more of my findings including things that don’t work well. This presentation ...
Spring 2022 Updates
Spring 2022 arrived Feb 12. My article is intended to help other nonprofits spot what is required to do and what may be good to do for those products covered by the Power of Ten license grant. I’ll ...
Spring 2022 Top Ten Candy for Power of Us License Holders
Spring 2022 release notes are out in preview form.
I looked through them for the things that all ...
Neverbounce Email Check
- When a new contact is created, Zapier runs. If there is an email address, it is checked with NeverBounce. If the email returns invalid, a task is created to check it. The task contains key information about the contact as well as returned information from Neverbounce to make the resolution go quickly.
- When the email field of a contact is updated, Zapier runs. If there is an email address, it is checked with NeverBounce. If the email returns invalid, a task is created to check it.
- I added a check prior to calling Neverbounce to make sure we don’t already have an open task against this contact. This prevents double checking Quinn, for example, more than one of the conditions become true for bouncing emails.
- I added a check prior to calling Neverbounce to make sure we don’t already have an open task against this contact. This prevents double checking Quinn, for example, more than one of the conditions become true for bouncing emails. Note that this might fail if there is a lead on the campaign. #Techdebt
- When the Email Bounced flag of Campaign Member is set to true, Zapier runs. If the Links Clicked does not contain the work Neverbounce and there is an email, it is checked with NeverBounce. The results are appended to the campaign member Links Clicked field with the word Neverbounce. If the email returns invalid, a task is created to check it. The task is associated with both the contact and the campaign.
- I added a check prior to calling Neverbounce to make sure we don’t already have an open task against this contact. This prevents double checking Quinn, for example, more than one of the conditions become true for bouncing emails.
Techdebt: The above only works when the number of elements is 170,000 or less. That is OK for all but Campaign Member. Campaign member might fail one day.
All four of these processes are entirely outside ...
Unpacking Winter 2021
Winter 2022 arrived! I can’t wait to check on the status of the “Top 10 Candy” list for organizations who have the Power ot Ten license grant like me. However, first I need to help avoid the buildup ...
Upsert Flows
There is a software development concept called “don’t repeat yourself” (DRY) which every admin and developer should practice. Declarative adminiss are ...