Trusty Apex Dataloader

A client of mine in Education Services is uploading a large amount of data published by NYS Department of Education about some 7,000 schools & hierarchical entities related (Districts, Charter Schools, Charter Operators) in NY State.

A few more similarly granular objects to go…

The ETL professional in me likes large numbers. But the SF Admin in me is wondering about a performance hit. Also, hoping to upload this to an Enterprise org I have with Einstein Analytics licenses for the soothing transformations when selecting subsets of the data. Stay tuned.

Einstein Analytics Data Import

We still have a few more child objects off the account to go, and I’m wondering if this is a good case for using Big Objects or an external data source. Suggestions welcome!

#TaskRay in #Salesforce: I’m Loving IT

Favorite Project Management Tool

Project Management in TaskRay is simply too wonderful. It does take a little bit of time to configure properly. But it’s so sleek and aesthetically pleasing.

See this Gallery.

One of the great things about having non-profit clients is that the donates 10 free licenses, a donation the same size (if not the same $ value) as the non-profit donation. So all your users get this very fancy tool, for free. Fun all around.

And Life Wouldn’t Be Complete and Easy without a Custom Action to Log Billable Time and Pre-Populate Fields for Minimal User Intervention

This is brief. Gotta get back to analyzing data flows. Two new clients this week.

Excellent Article about Salesforce as a Phenomenon

In my daily reading yesterday, I stumbled across this gem at Four days, 170,000 people, and one Metallica concert later, I figured out what Salesforce is by Nikhil Sonnad. It was not only a joy to read, but something of a revelation.

Be warned. It’s very long form, very The New Yorker-ish. Legitimately interested but maintaining adequate critical distance. It’s engagingly well written and well worth your time. It will make you think, and largely (but not entirely) be pleased to be an inhabitant of the Salesforce ecosystem.

Main thesis:

If “inclusive capitalism” is to survive, it could have no better advocate than Mark Benioff.

But there are problematic areas that shouldn’t be overlooked, and visible gaps between what’s said and what is done, including this notably vivid observation:

I’d gone to the terrace to avoid two things. The first was the verb “to leverage.” This is a corporate-jargon favorite popular among people at the conference: Instead of saying, “Let’s use Cassandra on this project,” they’d say, “Can we leverage Cassandra here?”

The second thing I was trying to avoid was the constant sight of well-paid Dreamforce attendees, on their way to events like Dreamtalks, Circles of Success, or Keynotes, scurrying past homeless San Franciscans. The pale blue lanyards issued to all of us conference-goers provided access to stacks of radiant apples and self-caring lunches like “Grilled Tofu Bánh mì.” Yes, the label even had diacritics….

Do they donate the leftover lunches, I’d wondered, or should I just push this cart of 200 well-balanced meals out the front door as fast as I can?…

The next day, I saw conference workers throwing leftover meals into trash bins by the dozens. Guess you can’t include everyone.

Nihkil Sonnad in QZ
A latter-day (re-)incarnation of mascot Salesforce Sassy
(at, to judge from the font, a recent Dreamforce)

I wish there had been a longer treatment of how prescient Benioff was when he stormed the Siebel Systems Conference with Sassy and a (paid) crew of “protesters” chanting

“The internet is really neat, software is obsolete!”

But that is, in a sense, ancient history.

Regardless of your assessment of Benioff and Salesforce relative to its peer Titans and competitors, this article is a great read because of passages like this, where he explains the whole structural imperative of a reason that Salesforce has been so successful:

People were here because non-tech companies suck at tech, because they are dealing with ancient systems designed by a guy named Jared who never responds to emails, because there is a vast technological gap between the slick, intuitive applications they use as consumers and the obsolete crap they use at work. 

I can’t recommend it highly enough. Enjoy!

Mystery of the Phantom (Guest Site User) Flow Finally Solved

Mystery of the Phantom (Guest Site User) Flow Finally Solved

Volunteers for Salesforce is a very nifty AppExchange offering for the NPSP Salesforce org. Create a site, create guest user license for people registering on that site. And they can interact with and create records in Salesforce.



Salesforce For Volunteers – Darren Kowitt
Click on the image above to go to to the live exposed Site

Volunteers for Salesforce Site
A view of the Sign-Up portion of the Volunteers for Salesforce Site

Except when you get a flow error every time but know that you deleted the flow in question. So the notion of “delete” in the platform is celarly at least a little problematic.  But a PowerOfUs Hub user mentioned something about default record types in the Guest User/Volunteer profile – and lo and behold that was it.

Now it works like a charm.



Custom Workflows & Integrations: Studying for Salesforce Certification

Studying more effectively, courtesy of cloud integrations with some of my favorite vendors.


And it helped — along with years of experience – with this.

Image of Salesforce Administrator Certification
First Try, 88%

Mailchimp for Salesforce on AppExchange: Major Fail

Sandbox App Screenshot

The app doesn’t work if you have set – irrevocably, as we all remember – your custom login domain, in this case

Salesforce - Enterprise Edition (3)
All excited to integrate and start marketing

IF you try to auhhenticate from here, you get an error.

Whereas in a Sandbox, it works just fine. Annoying.

Sandbox App Screenshot
Sandbox Screenshot post-authentication

Salesforce - Enterprise Edition _ Salesforce (2)

D Tyler _ Salesforce

View Member _Darren@padp.org_ _ MailChimp
All the fun clickstream analytics!

Admittedly, MailChimp is on it.

As you can see below, and they do clarify the situation perfectly, except in on eregard: timing for a fix. Ugh.

[MailChimp] Re_ Installing Mailchimp for (1)

Hopefully soon.