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.

November 27, 2017

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 good number of my clients, who have brought me in after a big migration or upgrade by one of the big firms to clean up and get thi...

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.

At the last Nonprofit Technology Conference, we were honored to share seven years of lessons learned from running Save The Bay's email marketing campaigns at our session: "Crawl, Walk, Run: Email Strategies for Every Stage of Marketing".

We received amazing feedback on...

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

October 4, 2016

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 years ago, I found these three, completely free apps on the Salesforce appexchange, and they made such an immediate impact on my o...

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Don't Let Your Salesforce Project Have a Stephen King Ending

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