The Business Problem I inherited a mature Salesforce org. I am always finding new surprises - quirks and automations that make my job full of ~wonder~. Today I ran into this issue with our online donations coming in through Formstack: The value was supposed to be "Completed," but an automation (process builder or workflow rule) … Continue reading How to Find and Fix a Pesky Automation
Author: Melanie T. (she/her)
I am le tired, anyone else? Jersey girl born and bred. Lover of data science and cats. I'm an autumn. :')
Analyzing Data from a Multiselect Picklist – Two Options
Today I'm writing about how to use multiselect picklists in an effective way using Salesforce or Excel. The Business Problem We took a survey of constituents. It integrated into Salesforce and populated a multi-select picklist. Let's say that picklist was called "Fruits" and showed a survey participant's favorite fruits. First mistake was using a multi-select … Continue reading Analyzing Data from a Multiselect Picklist – Two Options
Music Musings: Cam – “The Otherside”
More people should know about Cam. There, I said it. And she introduced herself on Twitter better than I ever could: https://twitter.com/camcountry/status/1325546785528565762 Cam's song "Burning House" got popular in 2015. The beautiful acoustic ballad was versatile enough for both the country stations and Light FM. In general, however, airplay has been dismal (which is not … Continue reading Music Musings: Cam – “The Otherside”
Protected: Saving Money with Visualforce Templates
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How I Fixed It: Duplicates of an Object with Two Lookups
This is a series of posts about data cleanup in Salesforce. The goal is to IDENTIFY, FIX, AND PREVENT data issues. The Problem We created a custom object that relates Contacts with each other ("Relationship") using two lookup fields ("Primary Contact" and "Secondary Contact"). Over time, a rogue form created up to 10 of the same record. … Continue reading How I Fixed It: Duplicates of an Object with Two Lookups
How I Fixed It: Improperly Formatted Contact Names
This is a series of posts about data cleanup in Salesforce. The goal is to IDENTIFY, FIX, AND PREVENT data issues. The Problem We have a series of forms (for making a donation or signing up for a program, for instance) that create Contact records in Salesforce. Some people type in all caps (e.g. BOB … Continue reading How I Fixed It: Improperly Formatted Contact Names
My Solo Trip
Last weekend I took a solo trip to the Hudson Valley area in New York State. I rented a room in a town called Ancram, with a view of the mountains through the sunny kitchen window. It was very remote; I asked the Airbnb host if there was any food delivery in the area and … Continue reading My Solo Trip
Reflections on Gender
I was video chatting with a group of people and we were talking about blogging. Blogging is always on my list of "things to do when I have more time/energy," but I never do it. Questions like "How personal should I get online?" or "What if I want to write about many different things?" always … Continue reading Reflections on Gender
You Have to Put Down the Duckie…
In a skit on Sesame Street, every time Ernie tries to play the saxophone, it squeaks. Taking into account suspension of disbelief because he is a puppet, it does so because he is holding his rubber duck in his hand as a "security blanket." So, as the song goes... https://www.youtube.com/watch?v=acBixR_JRuM I saw this on Sesame … Continue reading You Have to Put Down the Duckie…
MT-ing My Head 