Judi Sohn

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ScreenSteps: Simple documentation

Judi Sohn

To make finding this info easier, I started building wiki pages for documenting how we at C3 do what we do. And when they do I'd have to redo/update the documentation. And it was cumbersome to organize and build. I took screenshots with Skitch , recorded movies with Jing. Took forever. The problem is that things change.

Jing 140
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Life after Common Ground: Not-so-final thoughts

Judi Sohn

Part 5: Conga Composer – Groupings in merge documents. Organizations want to feel that they’re in partnership with the companies they’re working with. Part 2: Click & Pledge – Contact matching. Part 3: Causeview – Campaign hierarchy. Part 4: Soapbox Engage – Easy form creation.

Life 200
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On Uncommon Ground

Judi Sohn

It was difficult to roll out in a cookie-cutter fashion to many organizations at once…which when you're a large company dealing with smaller organizations I suppose is probably key to a product's financial success. Organizations had nearly unlimited flexibility in what they could do on top of what was in the package.

Blackbaud 261
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Introducing Apsona batch gift entry for the Nonprofit Starter Pack

Judi Sohn

It’s not mentioned on the main Starter Pack page or in the documentation. While Common Ground’s batch tool was far from perfect, a lot of organizations used it and relied on it. The fields on the Add Contact record screen are also entirely customizable with an organization’s own preferred fields.

Gift 190
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Where to find me at Dreamforce

Judi Sohn

These are projects where I’ll be using my knowledge and love of Force.com to help organizations make the world a better place. ” I wanted to pick apps that I am absolutely in love with, are approachable for both nonprofits and commercial organizations and don’t necessarily have the same front-page PR that other apps have.

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First month on the new job

Judi Sohn

It’s a bit of training, a bit of documentation, a bit of reworking processes, a bit of liaison and bridge-building internally and externally. The big difference is that instead of bringing knowledge and connection back to one organization, I’m bringing it back to all organizations on Common Ground.

Job 124
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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. 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 model.

Open 259