Part 1
The arrival of Spring ‘23 was apparently a tough one for many, including me. Software deployment by Salesforce didn’t go as planned or on schedule, and my instance got ...
What I learned making parallel mobile and desktop UX
Users don’t want to learn how to do things twice. Our users really like mobile but they want it to work the same as desktop or at least as intuitively as other websites ...
First Steps to Add SYMinU Class Listings
We are beginning to use unauthenticated digital experience cloud more and more. This week we introduced a listing of items for clients that shows courses on soft-skills that ...
Pardot Warming Automations from Salesforce Contact Record
We have defined a warming campaign for the Quarterly Newsletter in Pardot as well as one for the Prayer Letter. We want to automate the process handling so that when someone ...
Pardot First DonationAutomation From Salesforce Contact Record
We have defined an Engagement Studio program for first-time donors in Pardot. We want all contacts with emails to get on this program from Salesforce.
Here is the plan:
- Contact has a closed/won opportunity and so the Number of Household Gifts goes from zero to 1 at some point for all members of the household account.
- Pardot is configured to sync all new prospects that have donations more than zero. Note that preexisting contacts may not sync.
- A Pardot automation rule watches for new prospects with 1 gift In the last 60 days who are not yet on the start list of the warming engagement plan program and adds them to the start list.
- Engagement studio runs its course and adds the prospect to the completed list eventually.
- Any older contacts who become donors are not in Pardot and may not be synced because they predate our Pardot Salesforce Connector. These flagged one a month in a Wall of Zero report and can be synced manually.
The ...
Flow to Submit SYMinU Health Stability Case
We wanted to begin using the Community Cloud licenses included with Power of Ten license grants and without login (guest user) to begin rolling out some self service functions ...
Calendar App for communities
We wanted to expose our SYM Events or something similar online so that we could visualize and show real-time calendars. It turns out to be surprisingly difficult. There is ...
Lightning Account Merge Hack
In Classic, on the account tab, there was a very handy “account merge” button in the bottom right of the page. This did not come along with Lightning unfortunately. To ...
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 ...
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, ...