by Michael Philbrick | Jul 29, 2016 | Blog, Salesforce.org: Deploy in Four
Before switching gears, let me recap what has transpired so far. We had our first planning session on January 12, 2016. The next three weeks we spent outlining the project and decided to work on the receiving end of things. In early February I started configuring in…
by Michael Philbrick | Jul 25, 2016 | Blog, Salesforce.org: Deploy in Four
The legacy Salesforce workflows were useful, and they still perform functions that cannot be accomplished by other means. However, I feel that they are cumbersome to create, name and maintain. Process Builder, on the other hand, is awesome. Aside from some quirky…
by Michael Philbrick | Jul 18, 2016 | Blog, Salesforce.org: Deploy in Four
Picklists and lookups are both very powerful. Sometimes it is easy to decide which to use in a certain situation, and other times it is not. Picklists or Lookups? Picklists, or drop-down lists, allow the user to choose one (or more in the case of multi-select…
by Michael Philbrick | Jul 11, 2016 | Blog, Salesforce.org: Deploy in Four
I was so proud of this first object as well as the data it supported. The chart was a winner. All was going so well until we walked through creating a donation record. “So, we will have to choose the program every time?” “If an individual makes multiple donations at…
by Michael Philbrick | Jul 5, 2016 | Blog, Salesforce.org: Deploy in Four
“Receiving is very complicated.” That’s what I heard over and over with respect to the information that needs to be logged. Currently, all of this information is written in a log. There is no computer in the receiving area. Everyone has a different definition of…
by Michael Philbrick | Jul 5, 2016 | Blog, Salesforce.org: Deploy in Four
One of the cool things about projects like this is you gain an appreciation for how much more these organizations do than you would ever expect. Another benefit is learning all of the terminology! My first new term was “grocery rescue” which describes the food that is…