Judi Sohn

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A new Foundation in my career

Judi Sohn

Two weeks ago, I joined the Salesforce Foundation in a new role as Open Source Manager. What exactly does that mean? Well, I could tell you about how I’m on the Foundation’s Tech & Products team (specifically on the product engineering side) and how it’s all about working with the broader community and the Foundation to evangelize and grow investment in open source projects.

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Using Salesforce Process Builder & Flow with Opportunity Contact Roles

Judi Sohn

'This came out of a discussion (and Idea Exchange idea) on the Success Community around Process Builder’s inability to work with the Opportunity Contact Role object. There are two common requests I often get related to Opportunity Contact Roles, both now solved easily with clicks instead of code thanks to Flow and Process Builder! Automatically create an Opportunity Contact Role record based on a lookup field on the Opportunity.

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Will Judi ever update her blog again?

Judi Sohn

'It’s kinda sad when a blog looks abandoned, isn’t it? When I started blogging way back in January 2003, there weren’t a lot of other places where I could communicate and express myself publicly. My blog picked up in popularity in the early years because there weren’t that many of us with blogs compared to those who were reading them.

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What “The Internet of Customers” means to me

Judi Sohn

'I’ve spent the last few days at Dreamforce 2013 thinking about this year’s theme: The Internet of Customers. What does it mean to the nonprofits I support? What does that have to do with CRM? I don’t want to just introduce my clients to a new mobile app – I want to show them why it matters. I want to drink the Kool Aid and share it.

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Open Letter to Salesforce Nonprofit Admins

Judi Sohn

'In the 20 months since I left Fight Colorectal Cancer, I would guess that I’ve logged in to no less than 150 nonprofit Salesforce organizations. First as part of my role supporting customers at Convio/Blackbaud, and now in my role at KELL Partners where I work with clients who contract with us for support or virtual administration services. When trying to troubleshoot a problem, one of the first things I typically look at is how the organization has structured their security and sharing m

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Smartsheet: Frustrated with online project management no longer

Judi Sohn

'It’s been a while since I posted anything that wasn’t related to Salesforce, hasn’t it? Here’s something a little different, but still cheerleading technology and tools I like, which I used to do a lot more of. Over 3 years ago, I wrote a blog post about my quest to find decent project management software for Fight Colorectal Cancer.

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Introducing Apsona batch gift entry for the Nonprofit Starter Pack

Judi Sohn

'Over the past few years I’ve come to appreciate the Salesforce Foundation’s Nonprofit Starter Pack (NPSP). But I have to admit, I’m not a fan of the Foundation’s Batch Data Entry tool. The interface is clunky and it doesn’t proactively allow you to create donor records on the fly or apply payments to an existing opportunity record.

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