Adoption can be a challenge for some organizations. Here are some tips to help you increase it!
Process Builder is one of the more powerful tools to be added to the Salesforce platform in recent years. Much of what Process Builder can do would have taken programming in the past, however, that functionality is now in the hands of the Salesforce admin.
The key to the success of your Salesforce implementation is moderation and this is especially true when it comes to custom object creation. Even if an out of the box (OOB) function of Salesforce or NPSP doesn’t fit your business process exactly, you do not necessarily need to create an entirely new object.
At Cloud for Good it has been exciting to work with clients to help them envision what they can do with communities, make those visions a reality, and see the very real impact they have on the groups and areas they serve.
Nonprofits are great at vision. It’s a strength of mission-driven organizations: picturing a better future … Continue Reading
Creating a new, custom record type for everything is a mistake. Learn more about how to maximize your Salesforce investment while customizing only what you need.
The Payment Card Data Industry Security Standard – PCI Standard for short – is a baseline of technical and operational requirements to help you protect your constituents data and your organization from liability. It applies to you if you at any point store, process, or transmit card-holder data or other sensitive personal information.
Making improvements to your Salesforce platform is a process. We have provided some best practices to help you establish clear database improvement policies for your organization.
Salesforce Analytics (reports and dashboards) are awesome tools to help you view and work with your data, as well as present your data to your supporters. There is a LOT you can do with Salesforce Analytics right out of the gate. Learn more in this post.
Through my work as a Salesforce consultant I believe there are three key levels or “energy states” an organization can potentially occupy. They run from low-adoption, low-efficiency, up to high adoption and high efficiency. A key indicator of where your organization might be revolves around the use of reports. Let’s explore that a bit and learn more about these three states.