December 20, 2016

Process Builder: Tips and Tricks

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.

August 23, 2016

Salesforce Communities: Getting Started

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.

July 5, 2016

PCI Compliance: Why You Should Know What This Means

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.

June 21, 2016

Salesforce Analytics 101: Organizing Your Reports and Dashboards

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.

May 17, 2016

Stages of CRM Adoption

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.