Many Pies

Many Pies

Friday, May 31, 2024

I was suspended on Twitter for no apparent reason

I try to avoid moaning too much on Twitter, but I've been suspended, so I'm going to moan about Twitter here. A few days ago I got a message that I'd been suspended. The last thing I tweeted was to retweet this picture:


It's not so straightforward though. As well as telling me I was suspended it also said I could subscribe. Sometimes I can see my old tweets, sometimes I can't. Sometimes I can see people I follow, even though it says I am following no-one, sometimes not.

What could I have done? I have several theories:

  • I liked a post I shouldn't have. As I can't get at my likes I can't check this.
  • My bio ("I ride tandem...") somehow breaks the rules.
  • I mentioned my mastodon id.
  • I called it Twitter and not X.
I've tried asking for a review, but as soon as I fill in the form I get a reply seconds later saying that they're not going to re-instate me. I do have a second twitter account that I set up, so I can still use that. It shows that it's probably worth creating a second account just in case you get banned in future.

Wednesday, May 01, 2024

Preventing duplicates from FormAssembly in Salesforce

Just a quick one.

When using FormAssembly (FA) with Salesforce that if you had a duplicate rule set to alert, then that would cause an error message to appear on the form. FA would treat this as a failure and not proceed. 

I submitted a suggestion to them that they treat duplicate alerts as warnings and not display them to the user, but I couldn't get them to understand what I meant.

So we have to handle duplicates after the fact, with a daily check, using a Google sheet that we wrote that looks up email addresses.

Thursday, April 25, 2024

Syncing people data between systems - why is it so hard?

Although some people write weeknotes I've never done that because I think what I've got to write about is too internal, or not interesting. However I'm writing about a work problem, not because I've got solutions, but to help me step back and think about it, and maybe get answers from you, dear reader.

Over the years I've been involved in getting data about people in sync between the HR system and the CRM (specifically a donor management system). You might ask, "why are staff on the CRM?". Staff can be customers, or in our case, donors. In particular, we would track potential staff ("enquirers") because the HR system didn't.

Here are some of the challenges I've had with the process:

People data is messy

Names in particular are messy, so when checking to see if two records are for the same person then it may be hard to work out. Systems tend to have unique ids, so storing the id of the person that the other system uses on this system gets round that. Until the member of staff makes a donation and spells their name slightly differently...

Addresses are messy too. In the UK there are unique DPSs, but validating incomplete addresses is more of an art best done by people, than a science at times.

The HR system isn't always definitive

I created a sync process that would compare the HR and CRM systems and highlight differences. When I created it I suspected that it would be unwise to assume that the HR system was the definitive source of truth, even though it was in theory, so the sync process would only highlight differences, not automatically update the CRM to be the same as the HR system. This turned out to be correct, and the process ran for several years, once a week, and most weeks there was something for someone to change on one of the systems manually.

Different definitions of people

You would have thought that all systems have the same definition of a person, but that's not the case with the sync method I'm using that's driven me to write this blog post. We use Salesforce as our CRM, and send out bulk emails with Campaign Monitor. There's a Salesforce App from Beaufort12 that synchronises data between the two systems. We have some couples that share an email address and so what Campaign Monitor treats as a unique subscriber corresponds to two different people on the CRM.

One consequent of this is that when one member of the couple dies that email address will automatically be unsubscribed and the remaining spouse may want to continue getting emails.

Testing integrated systems at scale can be hard

We don't have a test Campaign Monitor setup, so we're working on the live system all the time. Of course, it is possible to create test integrations in some circumstances, but if you're working with a complex system you may not be able to mimic all its complexity in a test setup.

Conclusion

None of this is has particularly helped me with the Campaign Monitor syncing problem I've currently got, but I hope it helps you with some general advice.

Monday, January 22, 2024

Alice Bartlett - the journey of a byline, and agile comms

 If I'm emailing myself something to note for later then it probably needs to be a blog post. Here is a really interesting talk by Alice Bartlett about the journey of a byline in the FT and their publishing architecture.

I captured this slide though, because it's a good summary of how to do internal technical comms. It's from the agile comms handbook:

The lure - a tweet length summary of what is going on. The context - a blog post, and email, a little video. Tell people enough, but not so much they don't have time to read it all. The detail - stuff only people elbow deep are going to care about - the tables, the architecture diagram, the decision docs.