MT-ing My Head

Welcome to my soapbox of Salesforce technical writing, music, and miscellaneous stuff

Sporadic Notes on Flow and Marketing Attribution — December 9, 2020

Sporadic Notes on Flow and Marketing Attribution

I’ve been working in Salesforce Flow…a lot. I am a novice but have really enjoyed learning about software development best practices through a point-and-click tool.

My use case has been the very simple (sarcasm) marketing problem of attribution.

We send out emails with the call to action to donate. We segment our audiences based on whether they’ve donated in the past year, previous years’ donations, etc. and send different campaigns to each segmented group. I’d like to be able to understand roughly how much money came from each campaign.

“Use campaign influence!” you say. However, it is clear as dirt to me how to set that up or what it even does, so I’m going to do this my way by creating a flow that will probably hit all the governor limits.

So, for starters/background, we use Cazoomi Syncapps to sync Mailchimp with Salesforce.

Here’s how it works:

  1. We send out an email to a group of people via Mailchimp. This segment could be created in Mailchimp or Cazoomi (which has a Salesforce > Mailchimp sync option)
  2. Cazoomi automatically creates a campaignand campaign members for each person who received the email in Salesforce.
  3. Cazoomi also syncs open and click rates into Salesforce

What Cazoomi doesn’t do is track conversions of donations. We have relied on Google Analytics to do this.

So here’s my flow building process…

  1. Describe the actions in English, as if a human was doing it.
    1. Start with a donation. Which donations are included? Just won ones coming in from online.
    2. Look to the donor name.
    3. See if the donor received any emails for this end-of-year campaign.
    4. See if those emails happened before the close date of the opportunity so that we can be somewhat confident of the attribution.
    5. Find the closest campaign member and update the donation/opportunity with that campaign.
  2. Translate the above notes to fields and limitations. For instance, for step #1, I filtered out anything that didn’t come in from online and wasn’t Closed Won.
  3. Build out the flow, keeping in mind limitations of the flow function and its quirks. Some notes I found were:
      1. Within the GET function, I’d love to be able to query on multiple levels using dot notation. For instance, it would be great to be able to find all Campaign Members where the Parent Campaign is “End of Year Campaign”.
      2. I can’t find all of the campaign members and store them to a variable, and then find all of the campaign IDs and store them to a variable; I have to use a loop.
    2. TIPS:
      1. When I am building for one record, if you are planning to scale up the flow, a good hint is to actually create a record variable for that record. Then, when it comes time to edit the flow to perform on a group of records, attempt to delete that record variable. It will show you a list of everything you have to replace.
      2. Name the variables with what type they are (e.g. Updated_opps_collection or Initial_opp_single_var)
      3. In my flow, I had to use an integer variable to figure out the closest campaign date to the close date (without going over). If I change this flow to operate on multiple Donation records, I will need to clear this value with every iteration of the loop.
  4. Debug using the Debug option.
  5. Create a button that deploys the flow.
  6. Deploy using a change set.

This is my final solution (adapted to be a nightly scheduled flow, which I haven’t tested yet). In the automated Tips section of the flow it says that I shouldn’t be doing database queries within a loop but I’m not sure how to avoid that in this case:

I also tried to figure out how to get this attribution to happen in bulk from a campaign but kept running into SOQL query limits, so I am probably doing something wrong.

In a different post, I will explain my interpretation of each type of action in flow to try to help others decode it. Stay tuned.

Reflections on Gratitude, Healing, and Privilege — November 26, 2020

Reflections on Gratitude, Healing, and Privilege

It’s Thanksgiving, a holiday with controversial roots, marinated in colonialism and violence.

On the flip side, today has me reflecting on gratitude and how gratitude helps change the brain, heal trauma, and even fight capitalism.

Earlier this year, I went through something traumatic in my personal life, and the trauma was multiplied by the pandemic. I was willing to do anything to feel okay. Because of that, I sought out a support system, and someone in my new support system urged me to make gratitude lists.

At first, I was very turned off by the idea. To me, gratitude lists felt like the “psychology tool” equivalent of a “live, laugh, love” sign.

However, I love data and psychology, so I was drawn to the idea that gratitude changes your brain. Saying “thank you” to others, finding things to be grateful for, and appreciating qualities in others genuinely improves people’s quality of life.

The science of it (the affect on hormones like dopamine and serotonin, and how gratitude affects the nervous system) is in the second link below.

Gratefulness wheel!

Some musings on gratitude:

  • Sometimes people who grew up in chaos (e.g. having parents who are addicted to substances like alcohol or drugs or processes like work, sex, gambling or even anger) learn to thrive off of negative feelings. Our brains love repetitive patterns. Gratitude can help the brain get hooked on positive emotions.
  • For people who seek out spikes of “happy hormones” from external sources (Instagram Likes, anyone?), gratitude helps our bodies take that joy-making process in-house. This makes me think of, “Happiness is an inside job”
  • Gratitude fights toxic capitalism by helping us take inventory of what we have before searching for more. While in a state of gratitude, additional desires come from a place of abundance, not scarcity or suffering.
  • Words of gratitude should be used with care. For instance, other people’s misfortunes do not exist to become inspiration p*rn. Also, when trying to help a loved one, saying “at least you don’t–” or “be thankful that–” are not helpful ways to acknowledge their pain.
  • It’s hard to write about gratitude without acknowledging privilege. I have a lot of privilege (white, middle class, cisgender-passing, and educated.) I have never been in a place in my life where I couldn’t get my basic needs met. I imagine that in these situations, gratitude does help, but I’m not going to make a statement like “Everyone should be making gratitude lists.” That is out of my lane; I just know that gratitude is helpful to me.
  • Gratitude lists can look different for different people. The writer of the first article below says she asks herself every day “What did I do today that ‘future me’ will thank me for?” I love this because it shows each day as a way to nurture future versions of yourself.

Today I am in a group chat where we share our gratitudes every day. I enjoy reading others’ and they often spark fun conversations.

I have noticed that mine are similar from day to day, which for me means that I am building a life full of blessings.


How a Twist on Gratitude Journaling Helped My Recovery

The Neuroscience of Gratitude and How it Affects Anxiety and Grief

The Joys of Salesforce Admin Office Hours — November 24, 2020

The Joys of Salesforce Admin Office Hours

A few weeks ago, I put Office Hours on the calendar to discuss Salesforce, how a college professor might.

The goal of this hour is to create a relaxed space to talk about tech, hear people’s system woes and use cases, and conduct some training. It’s been a super enlightening, collaborative time so far!

Thank you to my wonderful coworker Michelle Shen for creating this graphic and inspiring this blog post.

My HQ office, like many others, went remote in early 2020. We no longer have sporadic meetings and space to catch up over coffee. This allows some open time to catch up and share what’s important to us right now.

This designated time has also had the unexpected benefit of helping my teammates see what others are working on and how their roles fit in with other people’s.

Plus, I can listen to users in a more personal setting than just via email / submitting tickets and really take the time dive into their issues with them. The people who show up want to learn about the business and the inner workings of the system, and I love to help them understand!

Highly recommend other admins to implement this.

Welcome — November 23, 2020
Setting Up Internal IT Support with Email-to-Case —

Setting Up Internal IT Support with Email-to-Case

If I were a recipe blogger, I’d probably write about how I got into a snuggly sweater and curled up with a cup of tea and lovely set of Salesforce support docs to set up Email-to-Case this afternoon.

But I’m not that person, so I’ll just start writing.

The Business Problem

We needed a way to collect internal IT support requests. We used to have a a technology request form, but it was awkward to point someone to a form every time they had a simple question.

How We Solved It

We set up email-to-case to solve this issue. This was up and running in a few hours, which is a testament to Salesforce’s help docs and the awesome community.

In this post, I will detail some funny barriers I ran into setting up the creation of the support cases. We are currently trying to figure out how to communicate with users (e.g. case comments, carrier pigeon, etc.)

The way email-to-case works is that users send to an actual email address such as You have your IT department set up forwarding so that when a person emails that address, the email is forwarded to a special Salesforce email (e.g., and that creates a case.

There are a few options that you can set up on Email-to-Case, such as default owner, what to do with files, and domains and email addresses that are allowed to create cases.

The main advantage to Email-to-Case is that it’s more similar to how someone might communicate with another person than, say, filling out a lengthy form.

The disadvantage is that we don’t capture as much data for routing purposes. For instance, moving forward, my manager and I will split up the systems we administer. When there is just an email (rather than a series of picklists), there is some manual case transferring that needs to occur.

As pre-work, I:

  • Created an organization support email address – let’s say it’s called I imagine this could also work with a listserv but I didn’t do it that way.
  • Created a special record type called “Tech Request”
  • Created each user as a contact in Salesforce with their company email in the email field (because of the way Cases work, this step was necessary)

I had never set up email-to-case before. I used the Salesforce help documentation to set this up so I won’t spend too much time detailing that.

I did run into a few hiccups along the way which I would like to share:

  1. At first I was not able to verify the Salesforce email through Gmail. When you set up email forwarding through Gmail, there is an extra verification step. The system sends an email to the recipient email (so that would be Since that’s not a real email, this took some Googling. I eventually found this help article to set up Email Snapshots. I set up an email snapshot for that same address and that allowed me to see my verification code.
  2. I accidentally created a recursive loop by creating a queue with the same email address as we were using for help requests (, enabling email on it, and auto-assigning to this queue. Don’t do this.
  3. Email signatures were looking very ugly and clunky when the cases were coming in. I fixed this by creating a process builder on Case that removes everything after the “–“:
  1. Criteria:
AND(Not(Isblank([Case].RecordTypeId)),[Case].RecordType.Name = "Tech Request",ISNEW(),CONTAINS([Case].Description ,"-- "))

2. Field Update:


This will glitch out if someone includes “– ” in the body of their ticket. I also don’t know if it works anywhere except Gmail. But good enough. #rogueadmin

What’s Next

Next, we need to figure out a process for supporting users that is intuitive but also helps us track our work. Maybe we will even implement support metrics. Maybe there is a Service Cloud Cert in my future? Okay, I shouldn’t get ahead of myself.

My 5-Year Plan is Dead — November 20, 2020

My 5-Year Plan is Dead

Okay, I admit… that was a clickbait-y title. I am feeling dramatic tonight.

Five years ago, I believed I needed a plan. I was working in a sales coordinator role at a startup but I knew I didn’t want to go into sales, so it felt dead-end.

I had no focus, but I felt this panicked urge to transition? What would I do next? What if I just ended up in the same place, doing the same job my whole life? That would be terrible, right?

I remember having a sheet of paper with 5 very different jobs (from copywriter to data analyst) with pro’s and con’s of each. I had no focus and created a lot of suffering for myself.

Around that time I read The Start-up of You, which mentioned making loose plans but also being flexible (“riding waves”). That advice stayed with me.

Fast forward to today. This mindset has served me well. It taught me to listen.

I was able to break into tech by listening to some sound career advice from a trusted colleague. Since then I have pursued volunteer opportunities just because they seem interesting to me, and I have listened to my instincts on when to move on from a commitment as well. I have learned to pursue what excites me; this includes leaving a Masters program that I felt didn’t align with my personality and starting one that is the perfect mix of my interests (a sociology degree with an analytics focus.)

My anxiety and intense desire to plan everything in my life sometimes causes me to want to burn everything to the ground and start over. But I am slowly learning to be okay with uncertainty and simply enjoy where I am. Surrendering and listening. Connecting and growing.

In fact, today, I would go as far as to say that there are some jobs that I wouldn’t mind doing my whole life. I have always thought that I should have direct reports by a certain age, be a VP by a certain age, etc. This feels like a product of the dark side of Lean In culture and #girlboss grind culture. I was pursuing goals for the wrong reasons.

Today, I am whole as myself. I am happy where I am.

Progress Not Perfection, and Some Musings on Where This Blog Might Go — November 16, 2020

Progress Not Perfection, and Some Musings on Where This Blog Might Go

When I started this blog I decided to try writing every day for 30 days. I missed Sunday the 15th because I was out exploring a museum with friends and then on various virtual hangouts.

Then I delved into a new knitting project, a hat for my best friend.

This was all time well-spent I think.

Friends at the art museum 🙂 we had to book a time to go- it was like being VIPs and having the museum all to ourselves. Luckily we didn’t get locked inside so we weren’t there when the exhibits came to life at night.

In the past, my pursuit of perfection paradoxically caused me to fail (pardon my annoying alliteration). For instance, if I missed a post I developed a mental block and stopped. Or if my grammar was not perfect or the graphics were not beautiful, I would start to resent my work.

Today I have compassion for myself. Today I strive for a slow burn – a consistent stream of ideas with some margin for rest and focus on other things – instead of an explosion of energy and motivation followed by radio silence.

This evening I spent some time thinking about how my life has changed in the last year, what I have grown to care about, and, in turn, what I may want to write about. A few ideas that came to mind outside of Salesforce and nonprofit technology are:

  • Spirituality and my relationship to a higher power
  • Dyspraxia/neurodivergence and learning self-acceptance
  • Women in country radio – why aren’t there many?
  • Codependency and how it is engrained in our culture
  • The importance of moderation
  • Setting goals and rolling with the punches, how to balance
  • Self-care is doing laundry
  • Sometimes spending money is okay!
  • Procrastination
  • Cognitive dissonance: tech and border patrol
  • also maybe sharing some poetry?!

If any of these sound cool, do let me know and I’ll focus my attention on those topics first.

Reflections on My First Year Cooking — November 14, 2020

Reflections on My First Year Cooking

In January of this year, I decided to start cooking for myself. I honestly don’t remember how I fed myself before. Maybe lots of trips to the WholeFoods hot bar. Yeah, that checks out.

I had signed up for Workweek Lunch (WWL) months before. WWL is a subscription meal prep service that provides yummy recipes that are fridge and microwave friendly.

Around January, I finally decided to start using my subscription and learned how to cook a few basic meals including vegetarian stuffed peppers, fish tacos, and chicken tikka masala. These recipes taught me a few skills such as how to make lentils, how to cook fish, and how to cut meat uniformly.

A few learnings:

  • Meal selection
    • It’s okay to make super basic meals. My go-to during the pandemic was sautéed black beans with cumin and vegetables.
    • Find foods you like when you go out to eat and try to recreate them at home.
  • The act of cooking
    • Clean up as you cook.
    • Taste as you cook.
    • Read the recipe beforehand to understand what tasks are grouped together (cooking is basically project management)
    • Prep ingredients beforehand by cutting vegetables and measuring out liquids and spices. This makes cooking less chaotic.
    • Make everything twice. The first time, write out your learnings.

Cooking is one of the only tasks that completely engrosses my mind. I need to be present and focus on the task at hand, while being flexible and adjusting flavors.

Overall, working from home during the pandemic has been so helpful to my eating habits. I have been able to cook or reheat every meal and feeding myself has become a special self-care ritual.

I am thankful for this opportunity to work from home and have developed a new appreciation for food.

Mobile Giving: An Intro — November 13, 2020

Mobile Giving: An Intro

Today’s topic is mobile giving.

Mobile giving is an important tool for a nonprofit organization’s individual giving strategy. According to this article at Nonprofit Source:

  • 25% of donors complete their donations on mobile devices
  • 51% of people who visit a nonprofit’s website do so from a mobile device


Mobile giving can be separated into a few different areas, such as:

  • Text-to-Give/Donate (SMS Donations) – Texting a keyword to a phone number to give money. Both options are great for events, virtual and in-person alike.
  • Scan to Give – Scan a QR code that leads to a donation form.
  • Outbound SMS – SMS serves as a mass communication channel similar to email. It may convey information or have a call-to-action to donate. Retail stores often use this to give discounts and share sales.

Today, I am focusing on SMS Donations. In a future post, I may detail how one might set this up in Salesforce using an external (paid) tool.

Text-to-Give versus Text-to-Donate

When choosing a provider

Text-to-Give means texting a keyword to a phone number and the donation being added to your cellphone bill.


  • Simple experience – one step and no forms.
  • Does not require Internet access, only cell service.
  • Presumably less cart abandonment since there’s just one step.


  • Works in pre-determined small amounts, so giving capacity is limited.
  • Delay in receiving the funds.
  • Donor data can be sparse, may need to set up flows to get additional data later.
  • Can be costly – important to make sure there is ROI here.

Implementation Options:

Text-to-Donate means texting a keyword to a phone number and receiving a link to a mobile-responsive donation form via SMS. This form can be accessed via a browser.


  • Richer donor data.
  • Can donate any amount.
  • Can get funds more quickly since they come in through a regular payment processor.


  • Need to be connected to Wifi or use data.
  • More steps for the donor.
  • If the donor thinks that the functionality is like text-to-give, they may think that by texting, they have already made the donation. This can be remedied to some extent by writing clear copy, but there will always be people who are just not paying attention.

Options for Implementation:

  • Text-to-Give Software: Text-to-give software is available. We were impressed by Zoomgive.
    • Pro: Likely provides analytics, and attractive mobile-first donation forms. They know mobile-first best practices and are mobile-first.
    • Con: Requires integration with CRM. Also sometimes not a lot of room for form customization (e.g. adding tribute options). Finally, there are likely fees associated so the ROI needs to make this option “worth it”.
  • Salesforce SMS and Donation Form: Use an SMS provider (we had SMS Magic for other purposes) to create a keyword automation that sends donor a mobile-responsive donation form (we use Formstack right now)
    • Pro: Easy integration into Salesforce for donation logging, since you are using an existing donation form. Inexpensive.
    • Con: May need automation chops, depending on which SMS tool you use. Also can be clunkier than an out-of-box solution.
  • Another SMS tool and Donation Form – We once used Mobomix and our regular donation form. We purchased some SMS credits and a keyword for $10/month and were off to the races.
    • Pro: Inexpensive. Easy-to-implement tool. Includes short code (see caveats below).
    • Con: Sometimes you may not get the keyword you want. Also, you are sharing a short-code phone number with other companies.

A Quick Note on Short Codes

Short codes are 5-6-digit phone numbers like “55055”. They are very convenient for text-to-give and mass communication purposes, compared to long toll-free numbers like 1-888-230-1204. They are easier for the donor to type, have higher message throughput, and can be customized to a brand.

However, there are downsides to the short codes. To get a dedicated short code for your company can cost up to $12,000 per year. Many companies share short codes (for instance, a restaurant might have the same short code as a clothing store.). Also, cell phone carriers are getting stricter about short code spam and urging SMS marketers to switch to toll-free long codes.


Text-to-Give and Text-to-Donate both have pros and cons, and the decision of one over the other depends on your use case and budget.

Thanks for reading. If this was helpful, would love to hear from you! And feel free to send me any questions, comments, or corrections.

Additional Reading

How to Find and Fix a Pesky Automation — November 12, 2020

How to Find and Fix a Pesky Automation

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) was changing it back to “Required.” Quelle horreur!

Ah Mon Dieu, Quelle Horreur! GIF - HowDareYou - Discover & Share GIFs

How I Solved It

I created a validation rule that did not allow the status to be changed to “Required.” Here is the logic. The Follow_up__c field is the field that’s labeled “Tax Letter Status.”


I made the error message “cant change status” and activated the rule.

Then I filled out our donation form on our website.

It gave me this error:

From this I knew exactly which process is interfering.

I removed the node of the Process Builder process that was changing the value back to Required. I knew I could do this because it was redundant – “Required” is already the default value for this custom field on the opportunity.

Then I activated the new version of the process and deactivated my validation rule.

The result was successful:


  • It’s important to do brute force tasks like this in Sandbox so that they don’t impact the business. That said, I did this test in production because I don’t have a Sandbox version of our donation form. Do as I say, not as I do 🙂
  • It’s also important to test that everything is working just fine after you remove an automation completely (i.e. perform regression testing.)


Any day when an admin discovers something that’s old and obsolete is a good day. Onward!