Automations are like magic to end-users. They can make their lives easier, without their knowing why!
But for the admins who build them, they can feel closer to rocket science. So it’s no wonder that some orgs take a set-it-and-forget-it approach. Why fix what isn’t broken?
Except with automations, you never want to wait for something to “break” to get your attention. Should the wrong thing crash, that can cost you financially, in data quality, and certainly time.
Gang, I think it’s safe to say: this is not your typical summer.
Coronavirus continues to run rampant in the country (if you’re in the US). We’re still somewhat in a lockdown, and things are a little chaotic!
Still, I’ve always found summer to be the best time to slow down and get organized. That’s especially true when it comes to the database: this is when I begin wrapping my head around all the projects I keep putting off!
This entry was posted in
CRM/Data and tagged CRM, Data Hygiene, Data Management, Database Administration, Database Admins, Donor Database, Naming Conventions, Nonprofits, Social Sector, User Manual on . July 21, 2020
If you’re reading this, then deep down, you know it’s time.
The database has gotten out of hand with people entering data any which way. Let’s fix that and talk
naming conventions. =D
A naming convention simply dictates how a record gets named in your system. In the grand scheme of things, it’s a tiny process-cog in the larger data machine.
Friends. I have a confession to make.
Some of you know I’ve been a Salesforce Admin at my org for a few years. But for the majority of that time, I made a common rookie’s mistake.
Alrighty! Who’s excited to talk user manuals? Just me? 😂
If you’re anything like me, then you agree that
documenting processes & systems is essential for any nonprofit. And yet, end-user documentation (like manuals or guides) often falls to the wayside.
The reason for that is no mystery. It’s hard to find time, let alone even know where to start. Plus, will anyone actually read this thing when it’s done?
If you’re a new Salesforce org, or one with a tight budget, make sure you know about
duplicate record sets.
Duplicate record sets are a Salesforce feature/object that can detect duplicate records in your instance. They’ll appear as flags on individual records, and can also be included in reports.
This entry was posted in
Salesforce and tagged CRM, Data Management, Database Admins, Databases, Duplicate Record Sets, Duplicates, Nonprofits, Salesforce, Salesforce Lightning, Social Sector, Technology on . May 12, 2020