Customizing Salesforce’s Lightning Experience is more involved than just changing page layouts, but it’s also more powerful. We share five tips to help you customize the Lightning Experience.
Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you put these into action.
The Notes & Attachments related list is on the way out. Content Notes and Files will replace these features, and both have major advantages over the “old” notes and attachments. The biggest difference is enhanced sharing for both, and rich text for notes.
Fundraisers and accountants have different views at times. Salesforce can help solve the seven most common complaints from accountants and we explain how in this post.
Engagement Plans have been added to the Nonprofit Success Pack (NPSP) and will provide an even more seamless experience in managing your moves to cultivate donors (or other constituents like volunteers or program participants).
Choosing the best MailChimp to Salesforce Connector will ensure that you deliver the right message at the right time to your constituents. Cloud for Good has evaluated several options on the AppExchange to assist as you do your research.
The Salesforce Winter ’17 release brought many changes to the Lightning Experience. We cover some of those changes and what’s to come in this post.
Content Builder is Marketing Cloud’s new cross-channel content app. It’s been in beta for over a year and it will be fully released this July. If you’re using Marketing Cloud today, you’ll definitely want to check out Content Builder!
The Salesforce Analytics Cloud (aka Wave) is a strong contender for organizations that are already using Salesforce for some aspect of running their business. Wave allows organizations to pre-define dashboards and reports (called Lenses) based on data contained within Salesforce and imported from other systems, but it’s real power is that those tools aren’t static; users can drill into the data in different ways in order to answer different questions about how their business is doing.
At first glance, Pardot may not seem to be the best solution for us nonprofiters – BUT IT IS! We will debunk the myth of Pardot simply being best for B2Bs and share our insights that Pardot can be perfect for your nonprofit.