
How Flow Saved My Job
I’ve made a lot of complicated flows (see examples below), but my biggest accomplishment is that my boss relies on me to make complex connec

Don't Let Your Salesforce Project Have a Stephen King Ending
If you've read one of Stephen King's novels, you know his tendency to get to the ending and just give up. It got me thinking of a g

Automating Campaign Management: Use The Flow, Luke
If you haven't hear of Flow, you're about to get a crash course. If you need to automate your Campaign Membership, but your brain s

Point-and-Click Your Way to Awesomeness with Process Builder
Start with Process Builder, and move forward from there. As a best practice, I try to have only two Process Builders max per object: one on
NTC 2017: Crawl, Walk, Run: Email Strategies for Every Stage of Marketing
At the last Nonprofit Technology Conference, we were honored to share seven years of lessons learned from running Save The Bay's email...

From Salesforce Admin to Consultant
Since our Dreamforce session last year, we have had several requests for info regarding making the transition from Salesforce Admin to Consu

Three Free Campaign Apps to Kickstart Your Marketing Lists
Can’t afford a fancy marketing automation email app yet? Are your lists stale? Do you want to take your lists to the next level? Several y