Last year, I worked with an organization to launch a big survey of their members. The organization is small, but the survey is big, and they expect to keep doing it annually for many years. We’d planned on using Form Assembly, but the pricing changes there made that impractical. We switched to Formstack. There areContinue reading “February 2024 – Survey data”
Category Archives: Uncategorized
December 2023 – Loom
I’ve been using Loom for a little over a year now, and I don’t know how I ever did my job without it. We’ve had ways to create videos and share them for a long time, but the ease with which Loom allows me to create videos and for others to watch them is suchContinue reading “December 2023 – Loom”
September 2023 – Batching in Salesforce Flows
When I first started working on Flows, I read this post, which has remained incredibly useful even as Flows have changed and improved. I’ve come back to it several times in the last few months, as I worked on two Screen Flows that needed to do some expensive things in a loop. I know whatContinue reading “September 2023 – Batching in Salesforce Flows”
May 2023 – Stripe Connectors
I started working with Stripe in 2016, and I’ve always really liked it. Back in 2016, Stripe didn’t support recurring payments, which was a problem for the organizations I work with, and there were no good connectors available to connect Stripe and Salesforce. Things have changed a lot since then! Stripe has added more paymentContinue reading “May 2023 – Stripe Connectors”
February 2023 – Thinking about new data sources
The non-profit world is changing a lot, and that means that new data sources show up all the time. Some of them are a flash in the pan, and some wind up being core to the organization’s work. I had a great conversation with some organizations recently about how to approach and think about newContinue reading “February 2023 – Thinking about new data sources”
December 2022: Why Contacts
One thing that non-profit Salesforce users run into right away is Accounts and Contacts. If you’re coming from a classic non-profit database, this distinction is confusing, and there’s a real tendency to use Accounts for reports and day to day work. I always encourage people to resist that urge. If you ask your Salesforce expert,Continue reading “December 2022: Why Contacts”
September 2022
Why your data doesn’t work for you
July 2022
Inspiration My favorite Flows right now: Delete old email templates Delete very old Payments (I’ll probably be writing a very similar one to delete very old Campaign Member records soon.) Send email with the day’s important membership metrics Send warning emails to donors with upcoming annual recurring donations A weekly scan of Accounts to createContinue reading “July 2022”
April 2022
Inspiration As promised in my last post, I’ve been experimenting with UnofficialSF’s Flow Actions. I’m in love with the Execute SOQL query action. With it, I was able to create a Flow to send a daily email with metrics from Salesforce. The SOQL query lets me do things like get the membership revenue so farContinue reading “April 2022”
February 2022
Inspiration Lately I’ve been working on some task automation that required code in the past and doesn’t anymore, thanks to Flows. Flows can replace Workflow Rules and Process Builder for acknowledgement tasks, but Flows can also perform weekly scans of major donor accounts to see who qualifies for a cultivation task. Flows have real potentialContinue reading “February 2022”
Artisanal Data 