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Resources from the EMEA Ask Me Anything (AMA) Session from the July 17th 2024

Here are some of the resources shared as part of the live EMEA Ask Me Anything Session 

 

THANK YOU @Debbie Nevin and @Akash Mishra for answering great questions and hosting a thoughtful conversation. 

 

These live AMAs are not recorded to allow for open, honest conversations. Here are some written follow-up resources, as promised!

 

How do I report on multi-select picklists

  • This is a major challenge, and multi-select picklists now come with a 'warning' because of the challenges around this: see this Salesforce Ben article for more info
  • Recommended to either: move the multi-select picklists to checkboxes as that will allow easier reporting or to look at moving them to a custom objects with separate records for the various choices (the latter being a larger build)

Are there integrations available that allow you to book space on a Calendar in Salesforce?

  • Suggested watching the recording from @Claire Wingate's presentation at the UK Nonprofit Virtual User Group as this was setup with Calendly
  • Salesforce Sites and Visualforce is also an option

Discussed options for duplicate checkers:

  • Suggested Plauti, the user already had the tool but had a few issues, suggested opening a case with Plauti as opposed to a new tool

What address verification tools exist for google forms?

  • Not strictly a Salesforce question - discussed using Loqate or Google themselves - and then looked at the reason 'why' and found it was to ensure the county was correct when it arrived in Salesforce, suggested using a dependent picklist with Nation > County to give a smaller list and ensure data integrity.

Thanks again to our hosts and everyone who attended! Hope to see you all again at a future session, see links in the group sidebar or above^

 

#AskMeAnything #Nonprofit

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