Judi Sohn

Trending Sources

Using Salesforce Process Builder & Flow with Opportunity Contact Roles

Judi Sohn

Automatically create an Opportunity Contact Role record based on a lookup field on the Opportunity. Go with what works. Too many extra clicks.

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). It happens.

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.

Open 61

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. Alice Starmore is a Scottish needlework designer. Thanks.

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. looks promising. Froyo).

Idaho 42

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 Do it now.

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. And they should be.

Life 33

Real-world Salesforce Visual Workflow for a nonprofit

Judi Sohn

I love the new Salesforce Visual Workflow. So I thought it might be fun if I documented a Flow I recently built. How to run reports. That’s easy.

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). Apsona ! What do you think?

Gift 28

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. Yay me!

Model 34

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. No more. Permalink.

Doc 34

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. I was bummed to be forced to miss out in 2012. I did. Learn.

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. ” These are user-submitted and voted up ideas.

Org 28

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. Sridhar.

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. Nothing. Mistake.

Group 22

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.

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.

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. Why am I leaving FightCRC? I love data.

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? Why aren’t you just using Google Docs?”

Doc 11

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! More on that in the future, I’m sure.

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. Next was Merielle.

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. No more.

Doc 11

Ridiculously easy YTD comparison reports in Salesforce

Judi Sohn

Happy New Year! The problem: Salesforce reporting is great when you want to look at the whole of a period of time. This fiscal year. Last month.

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. . Where the bottlenecks are.

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.

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. Just not feasible to switch. I think).

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. Is it a Facebook killer? That will pass. I hope it stays that way. More intimate.

NTC 9

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? But I think this about sums it up as far as most community folks are concerned, at least for right now: @judis217 Question re: your title. — Russ Feldman (@russforce) April 21, 2015. After 3.5 This MacBook Air is sweet.

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. I will be forever grateful. And who knows, maybe I’ll pick up the blogging bug again some day. Thanks

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. And Windows XP.

Life after Common Ground: Part 3 – Causeview

Judi Sohn

Best of vendor vs. best of breed. A good argument can be made in either direction. There are 3 levels to Causeview campaigns.

Life after Common Ground: Part 2 – Click & Pledge

Judi Sohn

I started this series by talking about the Nonprofit Starter Pack , now I’m going to focus on Click & Pledge. And wow, is it robust.

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.

Poster: Best iOS blog editor

Judi Sohn

"You should get back to blogging." " Heard that many times. I love blogging. I miss blogging. 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. links removed). Softweb Solutions.

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. The screen is beautiful and large.

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. Not quite. Project templates.

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. Highlight the zip code column and format it as plain text.

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. Highlight the zip code column and format it as plain text.