Category Archives: Uncategorized

Inspiration I’ve been thinking a lot about documentation in the last six months. Across the Salesforce ecosystem, people seem to agree that documenting a Salesforce instance is an ongoing challenge, and there aren’t many best practices or templates to follow. As I’ve worked on various bits of documentation recently, come up with a few guidelinesContinue reading “January 2022”

Inspiration Form Assembly is a tool lots of organizations haven’t heard of, but it is affordable for non-profits and cuts down on manual data entry and/or data imports. An organization I know uses Form Assembly to send out a custom form to donors each year, asking them to provide a mailing address for their donorContinue reading “November/December 2021”

Inspiration If you’re not using in-line editing of List Views, now is the time to start! It is easy to create list views for yourself and use them to efficiently update records. Anyone who hates to update records can get a productivity boost from this feature, and it tends to make people a lot moreContinue reading “October 2021 Salesforce”

Sometimes you don’t need a CRM. Small non-profits, especially very new ones, usually start to track all kinds of things in spreadsheets. The spreadsheets can get out of hand quickly, but the same principles that guide a good CRM can be applied to a google sheet. For example, this pretty simple data can stay inContinue reading “When a spreadsheet is enough”

Inspiration Flexible page layouts are one of the best things about Salesforce. In the past, page layouts could be different based on the profile of the user or the record type. Lately, though, Salesforce has been making it easier to make the page layouts change based on the specifics of the record you’re looking at.Continue reading “September 2021 Salesforce”