The SUBSTITUTE function allowed me to make a text formula that turns a multiselect picklist into a list of values in the order I wanted and with no trailing separators.

There's a hidden Email Messages tab and list views. Here's how to find them.

Based on a change introduced in the Summer '26 release it's now a pain to verify an organization-wide email address.

Validation rules to keep data clean in the NPSP household account model. And four easy steps to keep validation rules while also using lead conversion.

Salesforce has realized that the step-up verification for viewing reports and dashboards was a poor experience and they're in the process of making changes.

The upcoming step-up authorization to view reports and dashboards is going to make Salesforce practically unusable.

A step-by-step guide to setting up phishing resistant MFA for Salesforce admins.

It feels like a major violation of Trust that Salesforce has installed a new setting defaulted to ON that allows them to use YOUR data to train AI models

Flows have become an extremely powerful way to automate communications for program management. But some tasks can be harder to figure out than others.

Be careful not to build screen flows that won’t take their final actions.

You can use the NPSP Data Importer to efficiently match contacts, create new ones when needed, and add them to a campaign.

A quick and easy trick to keep track of your test records that live in prod.

My solution to make clickable links to reports that show the total of the records that meet those report filters.

Introducing Nonprofit Bridge, a new Open Source Commons project focused on providing a choice for small organizations that want to use the power of the Salesforce platform to work with individual people.

The five steps I take to get profiles and permissions transitioned to the future of user access.

Personas and User Access Policies allow Salesforce admins to determine what permissions people need and to automate it so that new users get the right permissions.

User access in Salesforce is based on permissions granted at several levels. This is the first in a series exploring user access and how to manage it effectively.

A few notes about how to manage platform users that I had to discover the hard way.

Introducing IceTea, an extension tool for CumulusCI that helps you work with your stored datasets. (Created by my son Arden!)

With a few clicks you can turn on Chatter for reports and dashboards, which makes collaboration easy and grounded in the right context.