“Does anyone know what this error message means?” Standing on the 7th floor of the Salesforce Tower, I felt like I was having Deja Vu. I’m in San Francisco attending a Salesforce Open Source Commons Sprint. The first ever sprint organized around Agentforce for Nonprofits, a unique opportunity for nonprofit admins, practitioners, and SIs to […]
I’m going to be honest, this is not an exciting post. This is one of those “writing it down so I never have to remember how I did this” posts. But hopefully if anyone else stumbles upon this post while struggling to set up Conga Sign in Salesforce NPSP, this might save your day (or […]
I recently read The Design of Everyday Things by Donald Norman. This highly recommended book explores the interconnection between human psychology and the way we interact with the designed world. Whether the technology is physical or virtual, our experience using a product is not only shaped by elements of design, but also our thoughts and […]
Join Salvatore Salpietro, Fundraise Up’s Chief Community Officer, and Saul Belisle, Idealist Consulting’s Enterprise Technical PM, for a webinar on strategies to amplify your nonprofit’s impact and mission success. Learn how Fundraise Up’s advanced donation solutions and Idealist Consulting’s service delivery model, The Idealist Way, combine to help your organization achieve a fully integrated and optimized approach to fundraising […]
When implementing software with an implementation partner, client testing is crucial for project success. So, how can clients improve their testing and therefore improve their chances of a successful launch and user adoption? As a consultant, I have worked with many nonprofits of different sizes and organizational cultures. Through numerous projects, I’ve observed a consistent […]
Project managers often use the triple constraint model to explain to clients and stakeholders that they have a choice: “Do you want it fast, do you want it cheap, or do you want it good?” The triple constraint model is a helpful tool for expressing that a project can be fast, cheap, or good, but […]
In agile software implementation projects, it is common to conduct testing throughout the build stage. This includes testing at the end of each sprint, commonly referred to as release point testing, and again at the end of the build stage, known as end-to-end testing. Release point testing during the build stage is critical to the […]
I recently had the pleasure of speaking at my first conference, 24NTC, hosted by NTEN. Together with my friend and colleague Yas Najeebi, I gave a presentation on online user portals and specifically how you can further your impact by focusing on adoption, feedback, and continuous improvement. Online user portals are often implemented without enough […]
While working through the Prepare for your Salesforce JavaScript Developer I Credential Trailmix, I realized that many modules had instructions for creating and deploying a Lightning Web Component. However, as a beginner, I found that the modules varied in the level of detail they provided, which could sometimes make it confusing to follow. That’s why […]
This blog is a guide to help you set up your developer environment for learning Lightning Web Components in Salesforce. The information is available on multiple Salesforce Trailheads, including However, the steps are often scattered across different trailhead modules, which can be confusing. This is a one-stop reference to get you started with LWC’s quickly […]