Orgs That Overcome

Let’s take back our systems.

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.

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