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?
Tag: 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
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
Protected: Saving Money with Visualforce Templates
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MT-ing My Head 