Do you need to run reports that show records that have 2 relative date filters? Say, all contacts that were created last year AND whose...
Winter is coming. Notes and Attachments are dying.
Salesforce will be killing the Notes & Attachment list buttons in the next release – Winter ’18. Prepare yourself. Did you know the NOTES & ATTACHMENTS list...
HIGHLIGHTS! foundationConnect Summer’17 release
foundationConnect’s Summer ‘17 release has a few new features (4), a bunch of improvements (11) and fixes (15). We are going to describe the new...
Clone Campaign Members with List Views (hack!)
One question I get a lot is how can I clone campaigns WITH campaign members. The...
Getting Around Salesforce List View Limitations
The ability to edit multiple records from List Views is a great feature of Salesforce. However, there are a couple of frustrating limitations to the...
Using Apex for Automated Payment Numbering
Our friends at the Haas Jr. Fund finally decided they’re tired of having to manually sort and number their Grant Payment records. After considering their...
Review and how to: Declarative Rollup Tool for Salesforce
One of the limitations of Salesforce I often run into is the inability to create rollup summary fields for lookups. If you’ve hit this wall...
Long live the NPSP
What do a human services organization like Parent to Parent of Georgia, an art organization like Art-Reach and a foundation like Blandin Foundation have in...
What I Learned at My Second NPSP Sprint
Last week I attended my second NPSP sprint event. In a lot of ways it was similar to my first experience, but it was also...
Automate GoToWebinar Registration With Campaigns
Automate your registrations One of the great things about Salesforce is the vast number of add-ons. Sometimes though, the apps that should be saving us...