26 min listen
Spring Clean Your System!
FromThe Technopath Way: Productivity through tech for nonprofits
ratings:
Length:
33 minutes
Released:
Apr 28, 2023
Format:
Podcast episode
Description
Never miss an episode or recap again! Sign up for our weekly newsletter, The Technopath Way Tips, here: https://www.technopath.ac-page.com/the-technopath-way-sign-upThank you to this week’s sponsor - Sunsama! Have you tried Sunsama? Get your first three weeks free with our link: https://www.sunsama.com/a/technopathThis week’s episode we have something special in store! We’re sharing one of our recent Salesforce Saturdays when Sarah talked all about technical debt and how to Spring Clean your systems. She dives deep into how you can get organized, clean up confusingly named reports and converting process builders to flows.Take Away Tips:Start every flow’s name with the object it effectsUse Scribe to document your changesBe careful about why a contact may not have any activity listed - is it a disengaged contact? Or is it a duplicate of an engaged member of your community?
Released:
Apr 28, 2023
Format:
Podcast episode
Titles in the series (61)
Justin Dux - Be The Match: Sign-up for The Technopath Way Weekly Newsletter here: technopath.ac-page.com/the-technopath-way-sign-up Be The Match How can I check if I’m still registered in the database if I signed up years ago? You can call this number to find out: 1 (800)... by The Technopath Way: Productivity through tech for nonprofits