Thing I Learned: Enabling Files Upload in Mobile
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Let's be clear: For nonprofits Salesforce is "free."
It's free like a puppy. Not free like a beer.
If you work for a Nonprofit or Educational Organization you've come to the place to learn how to use Salesforce wisely, effectively, and cheaply.
Enabling users to upload files to records in the Salesforce mobile app works...differently than you might expect. Here's how to do it.
Michael Kolodner
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Whiz-Bang at What Cost?
It's not yet clear what the price is going to be for organizations to use Salesforce's genAI features like Agentforce and EinsteinGPT.
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Cooler Than Validation Rules
Before save Flows can show a custom error component to serve as validation. A powerful feature, but validation rules still have their place.
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Design for User Success: Think About Text
Text is an important part of your Salesforce page design. Think about placement and balance in field labels, types, and even help text.
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Design for User Success: Button Order
How to apply design sensibility to the placement and order of buttons on your Salesforce pages.
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Design for User Success: Screen Flows
Screen flows can be elements you use to design your record pages, adding options beyond the standard layout controls.
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Design for User Success: Eye Movement
When designing your Salesforce page layouts, think about the ways people's eyes move around the page and use that to guide users.
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🌈 Design For User Success: Add Interest through Color
Suggested tools and ideas to add visual interest to your Salesforce pages by taking color into consideration.
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Design for User Success: Field Placement
Key principles of field placement and page design to enhance user experience and efficiency in Salesforce.
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Extension Objects: There’s Nothing to Like
Extension Objects are the "on core" place to put fields that really belong on objects like accounts and contacts. They are a problem.
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Deeply Skeptical About Person Accounts
Despite being the official solution for dealing with individuals on Salesforce, Person Accounts are difficult to use.
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Thing I Learned: Email Encoding Has Changed
Salesforce's default email encoding has switched to UTF-8 (unicode). Make sure you update yourself and all existing users.
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Things You Don’t Need: Premier Success
Nonprofits do not need to pay for Premier Success. Save your money to give your admin professional development.
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In Praise of "Clicks not Code"
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Platform Events — My New Favorite Tool
An introduction to Platform Events and the cool things I've found to do with them.
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Spoiler Alert: AEs are Salespeople
The sales incentives at Salesforce do not always result in the best outcomes for nonprofits. Buyer beware!
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Free Things I Always Install: Unofficial SF
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
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Free Things I Always Install: DLRS
I always install DLRS into new orgs or existing ones. It's just a great tool that can solve so many needs!
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Free Things I Always Install: Lightning Messaging Utility
Lightning Messaging Utility from Salesforce Labs is a handy tool for displaying messages that fit the Salesforce design pattern.
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Apsona: The Golden App for Bulk Data Operations
Apsona for Salesforce is my favorite app. I consider it so important that I require my clients to install it.
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