Reporting on the user-contact relationship in Salesforce Communities/Experience Cloud is questionable. Today, I'm going to show you a Flow that will help tell you if a Contact has a Community/Experience Cloud user associated. This is useful for answering questions such as, "Of the beta testers we have invited, who has signed up?" First, create a … Continue reading How Do I Know Which Contacts are Attached to Experience Cloud Users?
Category: Salesforce
An Intro to Predictive Modeling for Salesforce Peeps
I wanted to write about prediction because it's seemingly everywhere: in marketing emails, in real estate, and even in criminal justice (blah). An understanding of prediction and modeling can be pretty beneficial in business, however. Think lead scoring for new prospective clients or donors, employee attrition, or revenue forecasting. By understanding the capabilities of prediction, … Continue reading An Intro to Predictive Modeling for Salesforce Peeps
Thoughts on FormAssembly
FormAssembly is a go-to tool for many Salesforce partners. It allows people to make forms, both pulling data from Salesforce and also updating Salesforce. I want to quickly review what I think is good about this tool and what can be improved upon. The Good I love how customizable it is - it's so easy … Continue reading Thoughts on FormAssembly
Chronicles of Setting up NPSP from Scratch: Days 1 and 2
Hello readers, Happy January / "end of ze world" week! Wanted to share what I'm working on, outside of feeling existential dread. My nonprofit org is using Salesforce but we are not on NPSP or Lightning. It is not ideal. We are currently looking for a partner to do a needs assessment of our org. … Continue reading Chronicles of Setting up NPSP from Scratch: Days 1 and 2
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 … Continue reading Sporadic Notes on Flow and Marketing Attribution
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 … Continue reading The Joys of Salesforce Admin Office Hours
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 … Continue reading Setting Up Internal IT Support with Email-to-Case
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 devices51% of people who visit a nonprofit's website do so from a mobile device etc. Mobile giving can be separated into a … Continue reading Mobile Giving: An Intro
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) … Continue reading How to Find and Fix a Pesky Automation
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
MT-ing My Head 