In considering how to distinguish (in Salesforce) between types of clients participating in different areas in the organization, it is essential first to determine the degree of separation between…
My Testing Checklist for Processes/Flows that Create Records Automatically in Salesforce
This checklist is great for developing test classes and doing your testing in the user interface. Some scenarios won’t apply to all types of processes, but you can pick and choose…
Brain Health for Salesforce Professionals – To Overcome Challenges with Tech, First Optimize Your Brain
What if our lifestyle choices influence the level of motivation, focus, and mental energy we bring to the task of Salesforce development? What if a person’s “work ethic” isn’t just a matter of will-power and virtue…
How to Manage Program Supplies (Inventory) on Salesforce – Part 3: Automate with Flow
A crucial part of automation in this app is the bulk creation of inventory records whenever supplies are added to inventory and the bulk update of those records when they are removed from inventory…
How to Manage Program Supplies (Inventory) on Salesforce – Part 2: The Data Map
In this post, we’ll take a look at what requirements a robust inventory system would meet and the ensuing ramifications for our data map…
How to Manage Program Supplies (Inventory) on Salesforce – Part 1: Wait, but why?
The goal is simple: to know what supplies we have and how we got them, their quantity, value, and location. Stewardship of resources…
Lessons Learned in the Search for an Implementation Partner
Many nonprofit use cases, especially program management, are complex and highly custom. That’s a large part of why many organizations…
Reciprocal Status Updates on Related Records (Part 3: Lookup Relationship)
Earlier in this series, we examined what can be done in a tight, master-detail relationship in order to change the…
From Cog to Craftsman: The Paradigm Shift Essential to Maximizing Your Salesforce Org (and Enjoying Your Job)
The single most important thing you can do for your Salesforce org and for yourself is… Stop. Now reflect: How…
Reciprocal Status Updates on Related Records (Part 2: Update Master Record when all Detail Records are Updated)
In Part 1 of this series, we used Process Builder to update the related records of a particular object when…
