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Preview: Judi Sohn

Judi Sohn

Nonprofit tech. Salesforce. Knitting. Activism - It's a reason not an excuse.

Last Build Date: Thu, 02 Nov 2017 19:41:54 +0000


A new Foundation in my careerjudisohn

Sun, 03 May 2015 12:38:05 +0000

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 […](image)

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Using Salesforce Process Builder & Flow with Opportunity Contact Rolesjudisohnpb-blog1pb-blog2pb-blog3pb-blog4pb-blog5pb-blog6pb-blog7pb-blog8pb-blog9pb-blog10pb-blog11pb-blog12pb-blog13pb-blog14pb-blog15pb-blog16pb-blog17pb-blog18

Mon, 06 Apr 2015 19:53:30 +0000

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 […](image)

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Will Judi ever update her blog again?judisohn

Sat, 14 Feb 2015 20:09:47 +0000

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 […](image)

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What “The Internet of Customers” means to mejudisohn

Fri, 22 Nov 2013 23:17:45 +0000

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 […](image)

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Open Letter to Salesforce Nonprofit Adminsjudisohnsecurity1security2security3security4

Sun, 18 Aug 2013 18:12:17 +0000

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 […](image)

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Smartsheet: Frustrated with online project management no longerjudisohnsmartsheet1smartsheet2smartsheet3smartsheet4smartsheet5smartsheet6

Sun, 21 Jul 2013 14:41:49 +0000

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 […](image)

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Introducing Apsona batch gift entry for the Nonprofit Starter Packjudisohnbatch1batch2batch3batch4batch5batch6batch7

Sat, 08 Jun 2013 14:45:33 +0000

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 […](image)

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Life after Common Ground: Not-so-final thoughtsjudisohn

Mon, 22 Apr 2013 14:00:39 +0000

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: […](image)

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Life after Common Ground: Part 6 – Apsonajudisohnapsona1apsona2apsona3

Mon, 15 Apr 2013 14:00:00 +0000

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. Now I’m going to talk about my favorite parts of Apsona for Salesforce. Apsona isn’t a non-profit specific app, […](image)

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Life after Common Ground: Part 5 – Conga ComposerjudisohnConga1Conga2Conga3Conga4Conga5Conga6Conga7

Mon, 08 Apr 2013 14:00:24 +0000

This post is part 5 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 and Soapbox Engage now I’m going to talk about my favorite parts of Appextremes Conga Composer. Before I started working for Convio, I thought […](image)

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