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 ...
Using Pardot for an end of year news that also include donation appeal
We’re new to Pardot and I’m not even sure this is a good idea but we put together several elements of Pardot to deliver our last days of 2022 fundraising appeal that uses ...
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 ...
Unpacking Salesforce Winter 2023
The release notes can be found here inside Salesforce Help.
The first step is to determine if there is anything requiring admin actions now.
- Sometimes they have little surprises for us that require action quickly before your users discover the changes.
- I head to the section called “How and When do Features Become Available”
- Find Your Reports and Dashboards Faster in Analytics Home: Requires enabling a global setup under Reports and Dashboards Settings: Unified Experience for Analytics Home. I had already done this in a previous release.
Review of limitations to features:
- Clone Lightning App: This beta feature is available only for custom Lightning apps. It isn’t available for standard, connected, managed, community or classic apps. Cloning of a utility bar isn’t supported in this beta release.
- To Do List: Track and Sort All Your Tasks with the To Do List doesn’t work on mobile since it’s embedded in the Utility Bar.
- Dynamic Related List still doesn’t support mobile, or tell you if it’s showing all the records.
Here ...
Top Anticipated Candy for Ten license grant holder, Winter 2023
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 ...
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 ...