A few things recently have made me rethink my role with my clients recently in ways that I think are really interesting. One thing that has influenced me is the excitement coders have had in the last few months about the capabilities of AI generally, but specifically Claude. Another is the growing and improving listContinue reading “Preparing for Change”
Tag Archives: crm
Preventing Massive Data Messes
I’ve been hired several times to clean up a database that is a big mess. I really enjoy these projects, and I’m really interested in the patterns that show up across these projects. Unsurprisingly, one thing most of these projects share is that work was done in the past without a well though out plan.Continue reading “Preventing Massive Data Messes”
December 2024: Just because you can doesn’t mean you should
People I work with frequently assume I work for Salesforce or have worked for Salesforce in the past, and that I’m always going to recommend Salesforce’s solution. None of those things are true! I started using Salesforce (Sales Cloud) because it was the right tool for a particular job. Like most people in the SalesforceContinue reading “December 2024: Just because you can doesn’t mean you should”
September 2024: Enhanced Recurring Donation Migration
If you started using Salesforce’s NPSP a while ago, you might have used what are now called Legacy Recurring Donations (LRDs.) They provided some great functionality but there was a fatal flaw (see below) at the center of the implementation. It went wrong one day in March 2018, and sometime after that Salesforce decided toContinue reading “September 2024: Enhanced Recurring Donation Migration”
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