Judi Sohn

On Uncommon Ground

Judi Sohn

Last Friday, my short 9 month career working on Common Ground came to an end. I'm free (sorta) and sad (sorta) and angry (not sorta). Don't get me wrong. Jobs come and go, especially in this economy. Startups fail. Companies cut back. It happens.

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.

Trending Sources

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.

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Life after Common Ground: Part 4 – Soapbox Engage

Judi Sohn

This post is part 4 in a series of articles pointing out what’s cool about some of my favorite Salesforce apps for nonprofits.

Looking forward to Alice Starmore

Judi Sohn

I got a $50 Amazon e-certificate, and I'm so excited over what I decided to spend it on. I picked up 2 Alice Starmore books: Fisherman's Sweaters: Twenty Exclusive Knitwear Designs for All Generations and The Celtic Collection: Twenty-Five Knitwear Designs for Men and Women.

3 months of Android: buyer’s remorse?

Judi Sohn

A little over 3 months ago, I gave up my iPhone 3GS and replaced it with a Samsung Infuse 4G running Android OS. I knew it was a bit of a leap, and I knew that if I hated it I could always go back to iOS when I was eligible for an upgrade again in early 2013. Android is going to be a great mobile operating system. It’s improving all the time, and Ice Cream Sandwich (Android 4.0) looks promising. But I can’t get excited about a new OS that I’ll likely never touch.

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Setting up an easy welcome series in Salesforce

Judi Sohn

Now that our rebranding is off the ground, we've finally implemented something in Salesforce I've wanted to do for a long time.a welcome series of emails to new contacts.

Life after Common Ground: Part 1 – Nonprofit Starter Pack

Judi Sohn

Most of my time over the past few months at KELL Partners has been spent getting to know all the wonderful tools and technologies in the Salesforce world that have come along while I was too busy focusing on Common Ground. I’ve spoken to so many organizations who are now in the process of deciding their next steps. Almost without exception, they’re scared and they’re cautious. And they should be.

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Real-world Salesforce Visual Workflow for a nonprofit

Judi Sohn

I love the new Salesforce Visual Workflow. I can’t code a line of Apex but with Flows, I can automate processes in ways that just warm the heart of my inner wannabe geek.

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.

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Salesforce, Dreamforce & Nonprofits: It always comes back to the data model

Judi Sohn

I’m back from Dreamforce 2011 , trying to process everything I saw and learned. On a personal level, this was the best Dreamforce yet. I was honored to be selected as a Salesforce MVP last March.

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If you're a Salesforce user, 3 great reasons to use Google Chrome

Judi Sohn

I think Google Chrome is a fantastic browser. I've been using it as my default on my MacBook and iMac for quite some time now. Every time Firefox or Safari comes out with a new bell or whistle, I try it for a few minutes and then go running back to Chrome.

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Why organizations should check calendars carefully before scheduling events

Judi Sohn

In 2012, Salesforce's huge and wonderful conference, Dreamforce , will be held September 18-21. In 2012, September 18th is the 2nd day of Rosh Hashanah , a Jewish High Holiday. The first day of Dreamforce is typically the welcome events, some breakouts, extra training and the like. The conference really begins the next day with Marc Benioff's keynote but since the holiday ends at sundown on the 18th cross-country travel will be difficult.

Early first impressions of Salesforce Spring ’12

Judi Sohn

Disclaimer: I am a Salesforce MVP and a soon-to-be employee of Convio, a Salesforce partner. Even though I have some insider knowledge through the Salesforce MVP program, I am not using any of that information in this post.

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Life after Common Ground: Part 6 – Apsona

Judi Sohn

This post is part 6 in a series of articles pointing out what’s cool about some of my favorite Salesforce apps for nonprofits. Previously, I highlighted favorite features in Nonprofit Starter Pack , Click & Pledge , Causeview , Soapbox Engage and Conga Composer.

Google needs to stop treating support like it’s an add-on feature

Judi Sohn

Google, I think I’m over you. Nonprofit Salesforce Practitioners (NPSF) is a 6 year-old Google Group now with over 1700 members, averaging around 300 messages a month. I’ve been co-moderator of the group since 2009. Only requirement for membership is that you have a connection in some way to nonprofits using Salesforce. User, administrator, vendor, consultant. Doesn’t matter. Even though I work for Convio, Common Ground gets no special treatment.

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Honored to be BlogHer Tech featured blogger of the week

Judi Sohn

For as long as I’ve been blogging, there’s been BlogHer empowering women to express themselves through technology. I have such respect for the site and brand.

Life after Common Ground: Not-so-final thoughts

Judi Sohn

6 weeks ago, I began a series of blog posts highlighting different Salesforce apps I’ve been working with at KELL Partners since leaving Blackbaud/Common Ground behind six months ago. Here’s a summary of those posts and the features I highlighted, in case you missed any: Part 1: Nonprofit Starter Pack – Opportunity payments. Part 2: Click & Pledge – Contact matching. Part 3: Causeview – Campaign hierarchy. Part 4: Soapbox Engage – Easy form creation.

Moving on to my next adventure

Judi Sohn

This is a post that I’ve both been looking forward to and dreading. It’s likely going to be another long one, so for those of you who just want it short and bittersweet, here it is: I will be leaving Fight Colorectal Cancer at the end of this year to join Convio’s Common Ground team. Do you know anyone who lives in the Washington, DC area and reminds you of me, professionally speaking? Then please send them my way because we’re hiring a new me.

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.

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Need to leave Common Ground? Analyze first. Then react.

Judi Sohn

In the interest of full disclosure, let’s get this out of the way first: I’m employed! Or I will be as of November 1 when I join KELL Partners full-time as Solutions and Support Services Manager.

Knitting samples for Knitting off the Axis

Judi Sohn

As many know, knitting is “my thing.” ” When I’m stressed I can knit something in my head and it relaxes me. I can stare a picture of beautiful yarn the way a foodie would study a picture in Gourmet Magazine. I know, it’s strange.

If you’re a Salesforce user, 3 great reasons to use Google Chrome

Judi Sohn

I think Google Chrome is a fantastic browser. I’ve been using it as my default on my MacBook and iMac for quite some time now. Every time Firefox or Safari comes out with a new bell or whistle, I try it for a few minutes and then go running back to Chrome.

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Ridiculously easy YTD comparison reports in Salesforce

Judi Sohn

Happy New Year! Ever struggle with a problem for months, if not years, and then when the solution comes it's so painfully simple that you have a bruise on the side of your head from where you keep slapping yourself?

Frustrated with online project management tools

Judi Sohn

I am tearing my hair out. Or I will, as soon as I can figure out where the task is to do that and who's responsible. . We have a team of 7 staff members. Each of us works on different projects for different programs. From time to time, we work with consultants or outside vendors. .

My last word on Android

Judi Sohn

Well, probably not my last word ever , but at least the last on this chapter. I now have an iPhone 4S and my Infuse is being used by a family member who will better appreciate it. It’s a long story, but I managed to do some switcheroo’ing with the phones on my family plan in such a way that I was able to upgrade. Lesson learned. Won’t let it happen again. I miss the larger screen on the Infuse.

Help me decide: Is it time for this iPhone user to go Android?

Judi Sohn

My 2 year-old iPhone 3GS has about had it. It’s painfully slow despite a few full restores and I’ve been having a lot of volume/speaker issues. The speaker will just stop working at random times. And when listening with headphones, any headphones, the left side is clearly much louder than the right. I’m eligible for an AT&T upgrade. No, I won’t consider changing carriers. AT&T coverage is fine where I live.

If Google+ was a comfy couch at a conference…

Judi Sohn

For a while yesterday, Google turned on the spigot and folks were able to freely invite others to Google+. In that window of opportunity, I snagged an invite from NTEN’s Amy Sample Ward and have spent the last day playing around with it in between other projects. Most posts and conversations today in my circles have been focused around making sense out of it all. Is it a Facebook killer? How difficult will it be to maintain when everyone is let in?

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.

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. It was because of this blog that I had the amazing opportunity to write for GigaOm and I got noticed in the nonprofit Salesforce community.

Life after Common Ground: Part 5 – Conga Composer

Judi Sohn

This post is part 5 in a series of articles pointing out what’s cool about some of my favorite Salesforce apps for nonprofits.

Life after Common Ground: Part 3 – Causeview

Judi Sohn

This post is part 3 in a series of articles aimed at organizations on Common Ground who need to get excited about what’s next if they decide to stay on the Salesforce platform.

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Life after Common Ground: Part 2 – Click & Pledge

Judi Sohn

This post is part 2 in a series of articles aimed at organizations on Common Ground who need to get excited about what’s next if they decide to stay on the Salesforce platform.

Apple, it’s time to move parental controls to the cloud

Judi Sohn

We’re an Apple family, since way before it was cool. Right now, I have a 2.5 year old iMac that is still going strong, iPad 3 and iPhone 4S. Husband has an iPad 3 and iPhone 5. Teenager #1 has an iPad 3 and uses a hand-me-down iMac for writing/school work.

Poster: Best iOS blog editor

Judi Sohn

"You should get back to blogging." " Heard that many times. I love blogging. I miss blogging. One of the many reasons I let this blog get stale was the amount of time I now spend on iOS. I have a computer in the basement for work.

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.

Goodbye iPhone – First 24 hours of Android

Judi Sohn

That didn’t take long. I posted yesterday that I was thinking of making the switch from iPhone to Android. I did my research and that’s exactly the direction I went a few hours later.

An update on my quest for project management bliss

Judi Sohn

Over a year ago, I wrote a post expressing my frustration in evaluating project management apps for my organization. I’ve been wanting to write a follow-up post for a while. I had hoped I could write something glowing about the tool we carefully chose. Not quite.

Tip: How to add leading zero for zip codes in Google Docs

Judi Sohn

My old zip code in Stamford was 06902. My current zip code also has a leading zero. It happens, and it can be frustrating when you’re working with spreadsheets that will eventually be merged to mailing labels.

Tip: How to add leading zero for zip codes in Google Docs

Judi Sohn

My old zip code in Stamford was 06902. My current zip code also has a leading zero. It happens, and it can be frustrating when you're working with spreadsheets that will eventually be merged to mailing labels.