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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.
Michael Kolodner
Dec 11, 20244 min read
Id Key Prefixes
Discussion of the use and format of Salesforce key prefixes, the three characters at the start of a record Id that tell you what object tabl
Michael Kolodner
Nov 27, 20244 min read
Reading Salesforce URLs
A guide to Salesforce URLs, including what's in them and how to reconfigure them to go to other records.
Michael Kolodner
Oct 16, 20244 min read
Thing I Learned: Enabling Files Upload in Mobile
Enabling users to upload files to records in the Salesforce mobile app works...differently than you might expect. Here's how to do it.
Michael Kolodner
Oct 2, 20242 min read
Free Like a Beer: Salesforce Reports
Reports and dashboards in Salesforce are so built-in that we barely even think about them as "features." They're the secret sauce!
Michael Kolodner
May 22, 20246 min read
Design for User Success: Field Placement
Key principles of field placement and page design to enhance user experience and efficiency in Salesforce.
Michael Kolodner
Mar 27, 20246 min read
Deeply Skeptical About Person Accounts
Despite being the official solution for dealing with individuals on Salesforce, Person Accounts are difficult to use.
![Email to someone not [yet] in Salesforce](https://static.wixstatic.com/media/77ee92_2f0868da58db485ea0f16730deba9a89~mv2.jpeg/v1/fill/w_2056,h_1544,fp_0.50_0.50,q_90,enc_auto/77ee92_2f0868da58db485ea0f16730deba9a89~mv2.jpeg)
Michael Kolodner
Jan 31, 20247 min read
Email to someone not [yet] in Salesforce
How I solved the challenge of emailing someone that might not be in Salesforce and still relating that message to the right record.
Michael Kolodner
Aug 16, 20231 min read
Free Things I Always Install: DLRS
I always install DLRS into new orgs or existing ones. It's just a great tool that can solve so many needs!
Michael Kolodner
Jun 27, 20234 min read
Apsona: The Golden App for Bulk Data Operations
Apsona for Salesforce is my favorite app. I consider it so important that I require my clients to install it.
Michael Kolodner
Jun 14, 20233 min read
Rollup to Relationship: A Cool DLRS Trick
A rollup summary trick to create a direct relationship to the last child record.
Michael Kolodner
Feb 15, 20235 min read
Naming Convention Flows
How to make text-named records have consistent and useful names.
Michael Kolodner
Jan 18, 20234 min read
i++ (or For Loops) in Flow
How to create a For Loop in Salesforce Flow. (Increment a counter like i++.)
Michael Kolodner
Jan 4, 20235 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
Dec 14, 20224 min read
Simple, Readable, Fun 🥳 - 💦 Sprinkle Emoji in your Salesforce ☁️
Adding emoji to your Salesforce aids in comprehension and adds fun! 👾
Michael Kolodner
Nov 9, 20224 min read
Test Data in Production
The truth is that we almost always have test records in production. So make them work for you.
Michael Kolodner
Jun 8, 20225 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
May 25, 20222 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.
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