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Finding Peace with Your Data: A Worksheet & Mindfulness Practice

It’s not always easy to find peace with your data. How many times have you run away screaming from your computer in agony over a report you needed to create or data that was incorrectly entered? I bet it’s quite a few. Finding peace with data isn’t always a straight path. Often, it’s a curvy path filled with potholes and knotty bushes. Along the way, I believe there can be compassionate pauses where we set intentions, reconnect with our hopes for the work, and engage our team mindfully. Whether you’re cleaning up data in your Salesforce instance or setting intentions for another database project, I hope this worksheet and mindfulness practice (both free downloads, below) will help you move into the work with more awareness and peace.

While working on this latest guide, I realized that the Household Migration Guide, while an excellent tool, lacked another resource to go alongside. Something that would Sherpa you through the challenging work ahead. A meditation practice needs to go alongside the guide.

My latest offering is a Peace with data guide that provides you support with a worksheet to align your work with an intention. The mindful practice recording helps you uncover the intention of the work to be done by focusing on your current emotions. I am hopeful that these two resources together can help guide you in finding peace with your data.


Download the worksheet (PDF) and have it with you for the 8-minute mindfulness practice below.


If you enjoy this resource, might I suggest you consider signing up for our monthly newsletter? We’d love to have you join our community. And, I hope you will let me know what you think about this new offering. Do you find it helpful? Would you like the practice to go deeper? Be longer? What else can I do to help you on this journey?


Dreamforce is a family reunion of sorts

Typically, when I return home from a conference I am so physically and mentally exhausted that I need at least a week to recover. This year, my return from Dreamforce, the annual Salesforce conference, left me with a different feeling. While I was still physically and mentally exhausted, I didn’t need a week to recover. In reality, I felt more alive and invigorated than ever, even after a full week of meetings, interactions and late nights.

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tech devices

Gates of Speech in the 21st Century

Social media has transformed our communities and our communication landscape. Now more than ever, we are connected with so many individuals all over the world. Communicating instantaneously. Sharing our thoughts as soon as they arise. Sometimes our words are kind and supportive, other times, we struggle to find the right words. And, at times, our interactions can be less than nice. How many of you have been on the receiving end of hate or anger filled speech? It has happened to me on occasion.
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Training & Workshops

Nonprofit Starter Pack Account Models – IT MATTERS!

Do you wonder about the Nonprofit Starter Pack Account Models? Do you wonder if it really matters? Well, Caroline Renard and I realized after the webinar we gave about the NPSP 3.0 Upgrade, that there was a need for folks to truly understand NPSP Account Models.

We decided to record a conversation we had about the three accounts models in the Nonprofit Starter Pack and explained WHY IT MATTERS. Hope you enjoy this video.

What Doesn't Kill Us

Salesforce Process Builder Delivers The Promise of Clicks not Code

I’m proud of my latest blog post as a guest blogger with PICNet. It’s all about DIY and specifically, how to use Salesforce Process Builder tool to help you with developing business process without writing code!

I love the mantra “click not code”, so take a gander and develop one for your organization. If you do create one, I’d love to hear from you.


Taking Care of Yourself at DreamForce

DreamForce is upon us. Thousands of us will be convening in San Francisco. I find the experience both overwhelming and fun: parties, events, sessions and so much more. There are blog posts galore about getting the most out of DreamForce. Salesforce even offers one:

However, I’d like to offer something a bit different, I’d like to talk less about the sessions and more about how to care for yourself at DreamForce. I mean, after all, if we don’t take care of ourselves, what is the point of attending?

Here are some tips that helped keep me sane at past DreamForce events:

  • Hydrate, choose comfort and lighten the tech – The campus for DreamForce is huge – Be sure to bring good walking shoes. Your feet will thank you. Carry a water bottle with you; there are refilling stations all over. Leave the laptop behind and lighten your load.
  • Find space for yourself – You will be learning a lot of new things during the conference. It’s very important to find a space where you can digest all of this new learning. The DreamForce location is surrounded by beautiful parks where you can sit and relax. Take time to jot down notes and thoughts during these times of rest.
  • “I cannot attend it all” – This is your new mantra. Accept the fact that you will miss something, and that’s okay. There is so much happening, it is impossible to attend it all, so enjoy what you are able to get to and don’t worry about those things you think you are missing.
  • Enjoy the pause between sessions – Try not to jump right into work or something else if you find yourself in a lull. It can be easy to do, but take those brief pauses as a chance to recharge yourself for the next session. It’s your opportunity to just be.
  • SLEEP – Rest is critical for your brain to recharge and rejuvenate. Some may say to you, “oh, I can sleep when I get home”, but remember, you need sleep to retain and hold all that great information you are receiving. Don’t throw it away. I’m not saying skip the parties at night, but do plan to get the rest you need so you are refreshed the next day. I was known to take naps during downtimes so I could attend evening events.
  • Smile and enjoy yourself – Try to enjoy all the moments. Often at conferences we are so busy rushing from one location to another that we forget, we’re all here together with a shared purpose. Let’s enjoy this space with each other.

I hope these tips will make DreamForce an enjoyable experience for you — a moment that you feel like you were able to really enjoy, and learn something new at the same time.

6 Tips to Get the Most out of the Power of Us HUB

6 Tips to Get the Most Out of the Power of Us HUB

Anyone who interacts with Salesforce on a regular basis, whether you’re a nonprofit employee or a Salesforce consultant, is likely to have questions from time to time. Luckily, we have the Power of Us HUB, a community of folks who ask and answer Salesforce questions — available at all hours of the day and night. At Database Sherpa, we’ve found a few ways to get the most out of the Power of Us HUB:

  1. Follow people and groups that are most interesting to your needs.

    Some groups to consider joining: 
    Nonprofit Starter Pack – if you’re using the NPSP
    Volunteers for Salesforce App – if you’re using Volunteers for Salesforce
    About the Hub – keep up with what’s happening in the HUB itself
    Auctions for Salesforce App – an excellent place to learn more about the Auctions App.

    Try to find a group that fits your needs. If you’re looking for an application for event management, join the Event group. If you’re wondering if there is a group, just search — I bet there is a group for that! People to follow, well, of course Ashima Saigal, but there are many super folks. Alicia Schmidt, Joni Martin, Kevin Bromer, Judi Sohn, Caroline Renard, David Habib… to name just a few.

  2. Read questions asked before you.

    Pick one topic you’d like to learn more about, and then dig into a group around that topic. Read what others have asked before, and see if the answers make sense for your situation. Keep in mind, an answer is typically picked if it’s correct.

  3. Check out the Knowledge Base on the Power of Us Hub to learn more about the various features in Cumulus.

    With the release of Cumulus, you might be confused about what to do. The Nonprofit Starter Pack 3.0 Documentation is chock full of helpful information. The previous documentation is also available. This is a great resource for learning more.

  4. Get help with basic questions with a live resource.

    The most amazing resource, not used often enough by nonprofits, is the Salesforce Foundation’s weekly office hours. It’s available WEEKLY!

  5. Pick a topic, any topic, and answer questions.

    This is a good way to learn more and help others in the community.

  6. When you learn something new about Salesforce, post that information online.

    It’s about community and helping others. You might think it’s something everyone knows, but it can often spur an entire dialogue that can grow into something very interesting. That’s what keeps a community vibrant: active participation!

I hope that this post will encourage you to get yourself involved as an active community member of the Power of Us HUB. The only way this community can thrive is with your participation.

You can also join the Database Sherpa group on the Power of Us HUB.

Confidence: “It’s about being the little engine — I think I can”

“It isn’t about winning or being the best. It’s about being the little engine — I think I can”.

After reading The Confidence Code, by Katty Kat & Claire Shipman, I’ve come to realize even more how important it is to have a regular meditation practice and to include self-compassion in the mix more often. Read more


Is the Lack of Women in STEM about Individual Choices?

A response to Juliet de Baubigny’s post “The Tech Sector Needs More Women; Here’s How You Can Make It Happen.” in Forbes.

As an advocate for women in technology, I was drawn to the promise of a recent Forbes article called “The Tech Sector Needs More Women; Here’s How You Can Make It Happen.” After reading Juliet de Baubigny’s post, I came away troubled with her reasoning for women being missing in the tech field.

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