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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.
Rollup to Relationship: A Cool DLRS Trick
A rollup summary trick to create a direct relationship to the last child record.
Michael Kolodner
Jun 14, 20233 min read
Tools I Love: DLRS (the Declarative Lookup Rollup Summary tool)
DLRS, the Declarative Lookup Rollup Summary Tool, gives your rollup summary fields superpowers.
Michael Kolodner
Mar 29, 20236 min read
Naming Convention Flows
How to make text-named records have consistent and useful names.
Michael Kolodner
Feb 15, 20235 min read
One Form To Rule Them All
Use a single webform for many uses with URL parameters and save yourself time.
Michael Kolodner
Feb 1, 20233 min read
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.
Michael Kolodner
Jan 4, 20235 min read
Simple, Readable, Fun 🥳 - 💦 Sprinkle Emoji in your Salesforce ☁️
Adding emoji to your Salesforce aids in comprehension and adds fun! 👾
Michael Kolodner
Dec 14, 20224 min read
Still Trying to Try Einstein
My attempts to turn on and use Einstein Prediction Builder in two client Salesforce orgs.
Michael Kolodner
Oct 26, 20223 min read
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.
Michael Kolodner
Jun 8, 20225 min read
When is a dashboard not a dashboard?
Understanding what "dashboard" means in Salesforce compared to how you might use the term in your organization.
Michael Kolodner
May 25, 20222 min read
When is a report not a report?
An introduction to all the amazing things you can do with Salesforce reports.
Michael Kolodner
May 11, 20223 min read
Why I Love the 50/50 Split
The first of many articles about making your Salesforce pages functional and beautiful.
Michael Kolodner
Apr 6, 20223 min read
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