Recently I got the chance to attend an NPSP Sprint (read about my experience here) and as a result of the I am now a...
16.112015November 16, 2015
My Experience at the Non-Profit Starter Pack Sprint
I recently got the opportunity to attend my first Non-Profit Starter Pack (NPSP) Sprint and with the latest NPSP release fast approaching, this is a...
02.112015November 2, 2015
Salesforce and Your Holiday Mailing List
I know, it’s barely November, and many of you are just starting to think about your Thanksgiving dinner menus. But I’m going to ask you...
15.102015October 15, 2015
It’s coming! The Connected Families 2015 release!
Great news for our Connected Families organizations! Starting October 19 we’ll begin to deploy the 2015 Connected Families Release to all our annual maintenance clients!...
25.092015September 25, 2015
24.082015August 24, 2015
First thoughts on Salesforce new UI
Looks like Winter 16 brings a new user interface. Here is what we saw so far. New Sidebar Sidebar still appears collapsible. Note new icons...
21.082015August 21, 2015
Make NPSP rollup fields clickable
The Nonprofit Starter Pack does so much that it’s almost hard to imagine anything that would improve upon its already existing features. Here is a...
05.082015August 5, 2015
Keep it up, Salesforce admin
Yeah yeah yeah, I hear some of you already. I thought I was not supposed to worry about upgrades with Salesforce. This is true for...
03.082015August 3, 2015
Salesforce Process Builder – Our new BFF
Remember those times when you asked questions like: Can Salesforce automatically create Payment records when a Request is Awarded? Can we collect custom information about...
01.072015July 1, 2015
Re-Parenting Records and What It Does to Workflows
Workflows are an essential part of Salesforce but if we’re not careful Workflows can also cause quite a bit of grief; for example if emails...