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Join me in my quest to maximize the impact of non-profit programs by pursuing the cutting edge in our Salesforce orgs. A place for admins, consultants, and developers of all stripes.
Contact Record Types vs. Custom Objects – Which to Choose When Serving Different Populations in Human Services
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 seek the help of a certified implementation partner. It can be a daunting process, but here are some lessons learned from my own experience that I hope you’ll find helpful. Start with a Request for … More
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 status of a parent record when all related records meet a certain criteria. Now we’ll take a look at a scenario in which the two objects in question are related via lookup and therefore roll-up … More
