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.
Organizations that truly unlock the power of Salesforce over have a strong vision for how to leverage this technology and support it holistically. Find out how to create a balanced approach to define your Salesforce vision.
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.
The #BestTeamEver has been busy this year writing blog posts to share information with nonprofits and within the Salesforce ecosystem. Today, we want to share 11 blog posts from the first part of the year that deserve a second (or first) read.
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.
We are excited to announce on July 13, 2016 Cloud for Good will be sponsoring the Salesforce Bay Area Nonprofit User Group Meeting for Circles of Success.
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.
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.