I’m not going to spend time on why you should learn Flow. Flow is the future of declarative automation. Nothing wrong with the limited paradigms of Workflow and Process ...
SUMMER 21 Release Acceptance
So Summer 2021 arrived in my org this morning. Now begins the work to make sure we keep up with the innovations, users don’t face any problems on Monday, and so on. I’ll ...
Cross Filter Contacts by Campaign Membership Hack
The internet is full of people who’ve run into the same issue I run into all the time. I have some complex report that uses Contacts and other things that I want to contact ...
Summer ‘21 Preview Top Candy for Power of Ten!
Terry reviewed the pre-release notes for things that will likely be exciting and awesome for Power of Ten licence grant holders. The notes are not final but can be found at ...
Referred By Relationship Data Integrity
Relationships Referred by and Referrer are confusing. We need better names but we have what we have for now. Since we consider referring someone a significant indication of ...
Every Donation to a Campaign Pilot
It has been said that every donation belongs to a campaign. I have avoided this over time but I’m starting to see how a big organization might like to have the campaign ...
NPSP Release 3.193 Decisions
I reviewed the release notes at https://github.com/SalesforceFoundation/NPSP/releases/tag/rel%2F3.193.
I found one area of updates requiring manual updates for the user and ...
Volunteer Job Impact Decision / New Features
We added a rich tech field on every Volunteer Job to hold a statement of what impact it has had.
Note that we are using our Volunteer Jobs for several different purposes: ...
Contact Engagement Score (Net Promoter Score)
Who are your most important people? Who are the people most likely to recommend your organization? Who can you ask over and over for help without much risk of “ticking” ...
Account Engagement Score (Automatic Net Promoter Score)
We wanted an automatic way to score our engagement with accounts, whether they are organizational or household.
We don’t want this to be a wealth or giving total number ...