Working with Files in Salesforce is hard. Users can't delete files they don't own. Here's my screen flow solution to that challenge.

The NPSP triggers that automate opportunity contact roles are built on the assumption that nobody will ever manually update those roles.

When choosing an implementation partner make sure to follow the money and ensure that you're getting unbiased advice. Caveat emptor!

Don't sign a Salesforce contract until you've found an implementation partner on your own. They can guide you to save money and not overbuy.

There are many options for gathering signatures electronically that don't have to involve an expensive e-sign platform.

This is how I built a flow-based state processing engine using platform events. It allows for high volume asynchronous processing of records

Platform events can be a powerful addition to the Salesforce Admin's toolkit. I share some learnings and limitations.

Why do I hate Nonprofit Cloud? I don't. It's just not a product that's part of my day-to-day.

Despite what Give Lively's documentation says, it's possible to use a free integration user. Here's what you need to do.

Though it used to be easier, there are now barriers to organizations self-implementing Salesforce. It can be done, but keep your eyes open.

Discussion of the use and format of Salesforce key prefixes, the three characters at the start of a record Id that tell you what object tabl

A guide to Salesforce URLs, including what's in them and how to reconfigure them to go to other records.

Salesforce has divided the nonprofit market in two: large organizations and everyone else. Nonprofit Cloud is only for large organizations.

The Nonprofit Success Pack (NPSP) is not going away any time soon. Don't let fear cloud your decisions about Salesforce for nonprofits.

Enabling users to upload files to records in the Salesforce mobile app works...differently than you might expect. Here's how to do it.

Reports and dashboards in Salesforce are so built-in that we barely even think about them as "features." They're the secret sauce!

It's not yet clear what the price is going to be for organizations to use Salesforce's genAI features like Agentforce and EinsteinGPT.

My tips for surviving and thriving at Dreamforce and other Salesforce conferences and events.

Before save Flows can show a custom error component to serve as validation. A powerful feature, but validation rules still have their place.

Text is an important part of your Salesforce page design. Think about placement and balance in field labels, types, and even help text.

How to apply design sensibility to the placement and order of buttons on your Salesforce pages.

Screen flows can be elements you use to design your record pages, adding options beyond the standard layout controls.

When designing your Salesforce page layouts, think about the ways people's eyes move around the page and use that to guide users.

Suggested tools and ideas to add visual interest to your Salesforce pages by taking color into consideration.

Key principles of field placement and page design to enhance user experience and efficiency in Salesforce.

I've built a workaround to allow fundraising reporting the Nonprofit Cloud otherwise doesn't support.

Extension Objects are the "on core" place to put fields that really belong on objects like accounts and contacts. They are a problem.

Salesforce's "Industries" solutions come with access to many new components. I wish they worked better.

Despite being the official solution for dealing with individuals on Salesforce, Person Accounts are difficult to use.

New Nonprofit Cloud and Education Cloud are more expensive and less functional than NPSP and EDA. Most nonprofits should stay away.

Salesforce's default email encoding has switched to UTF-8 (unicode). Make sure you update yourself and all existing users.

I use a custom object to log when automation fires and what steps are completed. Here's what I built and how I make it easy to reuse.

How I solved the challenge of emailing someone that might not be in Salesforce and still relating that message to the right record.

Nonprofits should only pay $432/user/year, a Lighting Enterprise Edition or Sales Cloud license. They're often sold more expensive licenses.

Nonprofits rarely need or should pay for a full copy sandbox. Unless you have a specific project that's going to need it, save your money.

Nonprofits do not need to pay for Premier Success. Save your money to give your admin professional development.

Why nonprofits should not pay for Unlimited Edition. Save your money because the benefits are not worth the cost.

The fact that Salesforce is easy to build and automate without code is a gift that has built community and careers.

News Flash: Salesforce announces 9% price hike. Nonprofit prices rise 14.6%. I try to understand why.

An introduction to Platform Events and the cool things I've found to do with them.

A quick update about an unethical AE sales tactic.

The sales incentives at Salesforce do not always result in the best outcomes for nonprofits. Buyer beware!

If you've been reading my blog for a while, you might have noticed that I didn't publish a post-TDX wrap up, nor anything in particular...

A cool javascript update to a FormAssembly that my son helped figure out. Rate something 1 to 5 using emoji faces!

UnofficialSF is a treasure trove of flow extensions, code snippets, and more. There are some tools I always know I'll need and others I keep

I always install DLRS into new orgs or existing ones. It's just a great tool that can solve so many needs!

Another free thing I always install: Mopsy. It improves upon the Today's Tasks component so your users see their To Do items.

Lightning Messaging Utility from Salesforce Labs is a handy tool for displaying messages that fit the Salesforce design pattern.

Apsona for Salesforce is my favorite app. I consider it so important that I require my clients to install it.

A rollup summary trick to create a direct relationship to the last child record.