January 18, 2018

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 connections between distantly related records.

August 10, 2017

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 starts to hurt as you read more, or if you just don't have time and need a solution already, then skip down to the bottom.  I...

August 4, 2017

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 creation and one on edit.  This makes your automation nice and clean which means easy to maintain.

November 3, 2015

If you aren’t excited about Winter ’16 release, you should be.  

Nonprofits, prepare to have your mind blown.  There are two updates to the core Salesforce platform that should have every nonprofit singing from the rooftops.  I actually did a little happy dance when I f...

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