salesforce administration

5 min read 2021-12-08 05:01:14

So you still want to Salesforce volunteer at a nonprofit?

Here’s what you need to know. Photo by Basil Samuel Lade on Unsplash by Gordon Lee Before the proverbial ink dried on the first article on why

1 min read 2021-11-12 05:06:44

The flow will display either a photo or remind you to upload one. On any object! How It Works: The Flow looks for a file attached to that record

1 min read 2021-10-07 03:55:13

Learn Flow with me tomorrow, Thursday October 7! Join me for a live, hands-on training session tomorrow at 3pm ET/ 12pm PT. Click here to register.

1 min read 2021-09-20 23:10:05

Repeat these steps whenever you need to look through a bunch of records In less then 12 minutes, you’ll learn the five steps and be able to

4 min read 2021-08-12 18:00:00

Invocable methods used with Flow allow you to launch something in an admin friendly format that uses the massive power of Apex. For example, you have

1 min read 2021-07-09 04:13:04

This is the second in a series on sending email with an embedded table of records of NPSP objects. The first post was a list of payments. “Here is

1 min read 2021-06-10 05:04:42

Broad use case: Use the new Collection Sort feature in Flow to find a specific number of records that meet your criteria, and sort them with one or

1 min read 2021-06-07 23:45:32

Flow improved so much in 2020 (yes! a good thing actually happened in this Great-Pacific-Garbage-Patch of a year) that I was able to take out much

1 min read 2021-04-02 22:04:55

This post is building on the work of the super-smarty Narender Singh aka ForcePanda aka @Nads_P07. With Spring ’21 rich text emails, you can now

1 min read 2021-03-03 19:00:00

Let’s say your organization has 4 (virtual) workshops a year. When a new Contact is created from your website, you want to invite them via email to

1 min read 2021-01-29 04:14:10

In my Unsubscribe Link app, (yes, that again) the Flow sends out an email from the user running the Flow, which in that case is a Site Guest User.

1 min read 2021-01-20 04:26:39

Are you reading Samantha Shain’s blog The Data Are Alright yet? I LOVE how she talks through all the ups and downs of building her first flow –

1 min read 2021-01-14 01:24:01

In earlier versions of my Unsubscribe Link app, the “Finish” button would take you a screen that said “YOUR FLOW FINISHED” which many of you

1 min read 2021-01-09 03:56:27

Allow Recipients to Unsubscribe From All Email Sent via Salesforce It’s finally here! When the recipient clicks to unsubscribe, a flow will look

1 min read 2020-12-08 10:12:41

As the insanity that would be the year 2020 begins to wind down, now is a great time to reflect on all that you’ve learned this year and the work