If you’ve ever spent too much time trying to make a Google Sheet look nice, be it for your director or a board meeting….then this is for you.Continue reading
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.Continue reading
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?Continue reading
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.Continue reading
We can all agree that duplicates are a pain. But they’re a real downer when you have a spreadsheet chock full of them, and no clue where to start cleaning.
Enter these spreadsheet tips.Continue reading
Working in data, you might imagine that I have strong feelings about this subject! So here it is.
Duplicates are the bed bugs of nonprofit databases everywhere.Continue reading