In a prior essay, I asked how data systems could be humanized. A humanized system is clear in its intent, goals, and uses. It is transparent and trustworthy in how it collects, interprets, and uses data. It is equitable in its design and execution. …

You’ve heard of “strategy” — and you’ve certainly heard of “execution.” But have you ever wondered how an organization figures out exactly what it’s going to do every day to execute on its strategy? Or why so much of that day-to-day seems like it comes straight out of an episode…

One more way to use Screen Flows to manage Files while tracking exactly which files have been uploaded — In our last article, I showed you how to grab an uploaded image file from an Experience Cloud page and copy it into a Rich Text field. This article is a slightly more practical variation (and a bit easier to implement too!). Our…

Option 2 of 2 — using ScreenFlows to upload the file from an Experience Cloud setting — In our last article, we demonstrated how to use FormAssembly to capture and load a file into Salesforce, then use a Flow to automatically display that uploaded file in a Rich Text field. This article will take you step-by-step through accomplishing the same goal with Screen Flows in a 100%…

Option 1 of 2 — using FormAssembly to upload the file — We often have clients who want photos uploaded to Salesforce and put directly into a rich text field. …

Teach first. Teach continuously. And for the love of everything do not ask your client to fill out a spreadsheet template for a data migration unless you hold their hand every step of the way. — The Parable of the Client I want you to imagine that someone — let’s say your boss — has declared that you are moving to a foreign country in four weeks. And you’ll have a few people around to help you with the move. …

The Problem You Need To Solve When a new Lead is created in Salesforce that is tied to a specific type of interest (e.g. from a specific landing page), it should immediately enter a Journey (in MC). …

A quick one that is the bane of many a fundraiser’s existence. You want to compare Q1 this year to Q1 last year. …

Do you really need to automate that? You may be a pro at Flows and Process Builders. You may just have discovered the amazing power that comes with Salesforce’s declarative (fancy way to say “no code”) tools. Either way, maybe you are feeling like you can SOLVE. ALL. THE. THINGS!!! for your users! Yeah, me too. And…