December 2022 – Salesforce Silver

Talentstacker Project – Web-to-Lead form

by Simone

A web-to-lead form was among the project’s specifications.

The web-to-lead form you generate in Salesforce right now is ugly. Not at all. In reality, it looks like this:

We didn’t want to submit our proposal with a form that looked like this! I still had some recollection of HTML and CSS from my early WordPress days. I used the Chrome Extension CSS Peeper to gather the Talentstacker colour scheme and took some inspiration from their webform to make one like this:

This web form generates an email in a lead queue that can be accepted by any of the queue team members.

Flow

Talentstacker Project – Flows

by Simone

We handed over our Non-profit-org a few weeks ago. Now that the dust has settled, it’s time for a quick recap.

The project included a brand new NSPS sandbox and three strangers had to form a team. We did receive more than 60 requirements, we did elicit in follow-up meetings. For our project, we used the Agile methodology with JIRA for User Stories and tasks. JIRA was also used to organise our backlog and sprints. We used Confluence for our requirement gathering and clarifications. The User Acceptance Training (UAT) and the user manuals were also written in Confluence. The User tutorial videos were recordet using Loom.

The learning curve for this project was steep.

I was surprised to see so many custom objects. Our team struggled with validation rules in Master-Detail-Relationships, which cost us valuable time. I finally added roll-up-summary fields on the master object. This provided the dynamic counts on the records that our validation rules required.

I found the flows to be the most enjoyable task by far! Since then, I’ve made a few more flows, and I’m in love!

I made a short video of the first record-triggered flow I made for this project: