Salesforce Workflows & Process Builder: Plan for the Future, Nonprofits September 7, 2022 by Dana Phillips Thinking in: SalesforceThe future of Salesforce automation is Flow, and the future is now! In the Winter ‘23 Admin Countdown, Salesforce has mapped out the release schedule for a series of changes, starting this fall, meant to move everyone over to Flow. Soon, you will see some differences in the Workflows & Process Builder features in your… Read More
Nonprofit Salesforce Administrator Adventures and Resources June 30, 2022 by Dana Phillips Thinking in: SalesforceAre you a new Salesforce Administrator? Or are you about to embark on your first implementation adventure? Either way it can feel overwhelming. You might be wondering where exactly to start, or how to account for the plethora of moving pieces. Recently, I was preparing for my first section hike of the Appalachian Trail –… Read More