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Tools I Love: DLRS (the Declarative Lookup Rollup Summary tool)

Michael Kolodner

4 days ago
6 min

Tools I Love: DLRS (the Declarative Lookup Rollup Summary tool)

DLRS, the Declarative Lookup Rollup Summary Tool, gives your rollup summary fields superpowers.

183 views

Michael Kolodner

Mar 15
8 min

The TL;DR on the “New Nonprofit Cloud”

What does Salesforce.org's announcement of the new Nonprofit Cloud mean for you and your org?

2,381 views

Actual Free Stuff! Five No-cost Integration Users Announced at TDX23

Michael Kolodner

Mar 14
4 min

Actual Free Stuff! Five No-cost Integration Users Announced at TDX23

Salesforce is making at least five free API-only integration users available to every org. Better security and auditability for less cost!

280 views

Michael Kolodner

Mar 1
5 min

My First Einstein Prediction

What can you expect when you install Einstein for Nonprofits? And what will you learn about your data from the predictions?

155 views

Michael Kolodner

Feb 15
5 min

Naming Convention Flows

How to make text-named records have consistent and useful names.

279 views

Michael Kolodner

Feb 1
3 min

One Form To Rule Them All

Use a single webform for many uses with URL parameters and save yourself time.

207 views

Michael Kolodner

Jan 26
1 min

Sprinty's Community Resources

Announcing Sprinty’s Community Resources, an online library of Salesforce content for nonprofits.

55 views

Michael Kolodner

Jan 18
4 min

i++ (or For Loops) in Flow

How to create a For Loop in Salesforce Flow. (Increment a counter like i++.)

129 views

Dynamic Gauge: The First “Dynamic” Feature I’m Using

Michael Kolodner

Jan 4
5 min

Dynamic Gauge: The First “Dynamic” Feature I’m Using

I try out Dynamic Gauge Charts on Salesforce dashboards and then build and release tool to take advantage of them.

398 views

Simple, Readable, Fun 🥳 - 💦 Sprinkle Emoji in your Salesforce ☁️

Michael Kolodner

Dec 14, 2022
4 min

Simple, Readable, Fun 🥳 - 💦 Sprinkle Emoji in your Salesforce ☁️

Adding emoji to your Salesforce aids in comprehension and adds fun! 👾

208 views

Michael Kolodner

Nov 9, 2022
4 min

Test Data in Production

The truth is that we almost always have test records in production. So make them work for you.

114 views

Michael Kolodner

Oct 26, 2022
3 min

Still Trying to Try Einstein

My attempts to turn on and use Einstein Prediction Builder in two client Salesforce orgs.

126 views

Michael Kolodner

Oct 12, 2022
5 min

Cheap (or free?) AI for Nonprofits?

Is Einstein for Nonprofits really free machine learning for nonprofits?

283 views

I’ve Got Admin Permissions–Now What? (Part 3)

Michael Kolodner

Sep 7, 2022
4 min

I’ve Got Admin Permissions–Now What? (Part 3)

Part 3 of the series for accidental admins continuing their learning journey: Getting Certified.

56 views

I’ve Got Admin Permissions–Now What? (Part 2)

Michael Kolodner

Aug 10, 2022
5 min

I’ve Got Admin Permissions–Now What? (Part 2)

Want a superpower that you can get without being bitten by a radioactive spider? The Salesforce community is a superpower for everyone.

173 views

I’ve Got Admin Permissions–Now What? (Part 1)

Michael Kolodner

Jul 20, 2022
3 min

I’ve Got Admin Permissions–Now What? (Part 1)

Part One of a series about what to do when you become a Salesforce admin.

83 views

Michael Kolodner

Jul 7, 2022
7 min

FormAssembly Errors to Cases

How to set up FormAssembly connector errors to become Salesforce cases for better tracking and accountability.

137 views

Why I Love FormAssembly: The Prefill Connector

Michael Kolodner

Jun 22, 2022
6 min

Why I Love FormAssembly: The Prefill Connector

There many webform tools that can integrate with Salesforce. But FormAssembly's prefill connector is a unique and powerful differentiator.

226 views

Michael Kolodner

Jun 8, 2022
5 min

My Favorite Way to Track Board Members

How to conveniently use Salesforce and the Nonprofit Success Pack to track membership on your organization's board.

560 views

Michael Kolodner

May 25, 2022
2 min

When is a dashboard not a dashboard?

Understanding what "dashboard" means in Salesforce compared to how you might use the term in your organization.

183 views

Michael Kolodner

May 11, 2022
3 min

When is a report not a report?

An introduction to all the amazing things you can do with Salesforce reports.

177 views

[Hard or Soft] Credit Where Credit is Due, part 2

Michael Kolodner

Apr 27, 2022
6 min

[Hard or Soft] Credit Where Credit is Due, part 2

Understanding hard credit and soft credit for donations in Salesforce and the Nonprofit Success Pack (NPSP).

366 views

[Hard or Soft] Credit Where Credit is Due, part 1

Michael Kolodner

Apr 20, 2022
6 min

[Hard or Soft] Credit Where Credit is Due, part 1

Understanding hard credit and soft credit for donations.

512 views

Michael Kolodner

Apr 6, 2022
3 min

Why I Love the 50/50 Split

The first of many articles about making your Salesforce pages functional and beautiful.

336 views

Michael Kolodner

Mar 30, 2022
6 min

Just Start Writing

Last week in Documentation Done Cheap I suggested that you probably have access to a free way to house a Salesforce documentation wiki....

294 views

Michael Kolodner

Mar 23, 2022
3 min

Documentation Done Cheap

The best documentation is ANY documentation. Start with a simple Salesforce wiki.

413 views

Michael Kolodner

Mar 16, 2022
2 min

Crowdsourced Salesforce.org Price Guide

One of the biggest benefits for nonprofits using Salesforce is the amazing discount. But it can be hard to find exact prices.

497 views

Michael Kolodner

Mar 9, 2022
4 min

Backup and Restore

Let’s just acknowledge right now: Backup and Restore is like life insurance. You should pay for it and hope you never get more from it...

228 views

Nonprofit Salesforce – the True Cost of Ownership

Michael Kolodner

Feb 23, 2022
10 min

Nonprofit Salesforce – the True Cost of Ownership

Breakdown of the real costs of implementing and maintaining Salesforce for nonprofits.

664 views

Michael Kolodner

Feb 17, 2022
3 min

Four Answers to “Why Salesforce?”

Friends (and, of course, potential clients) often ask me, “Why Salesforce? Why should my nonprofit organization switch to Salesforce?”...

272 views

Michael Kolodner

Jan 16, 2022
4 min

My Salesforce Journey

This wasn’t what I was going to be when I grew up. Not at all. I was going to be a diplomat. I was going to single-handedly negotiate an...

432 views

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