In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take some affirmative step (or multiple steps) to indicate that they want to receive your communication.
Get more traction with emails and communications to your constituents. Learn how to create emails that will get higher conversions rates and improve the actions your audience takes with your organization.
Nonprofits are helping each other in the Salesforce community through the Power of Us HUB and now with the Solutions Exchange. Learn how you, too, can pay it forward my sharing your knowledge with others.
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.
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.
In the effort to increase the diversity of technology companies, one area where efforts often break down is the hiring process. We would like to share some practical suggestions that worked for our team. Hopefully, our experience will be helpful to others in increasing the diversity of your team, whether it is racial, gender, sexual orientation or another dimension of diversity you are seeking.
There are many blogs out in the Salesforce ecosystem about being an Admin, a Developer, … Continue Reading
When configuring your Salesforce org, it is important to present your data in a manner that makes it easy for your users to access and interpret. If you hide a required field at the bottom of a page layout many of your users are going to become frustrated. I have seen many organizations spend countless hours and much effort configuring page layouts so information is presented in a logical, legible format. But you have to push forward! There are a number of other places where you should spend time configuring Salesforce to improve your users’ experience. Showing key information to your users when and where they need to see it will not only make things easier, but will improve data integrity as you provide the information they need to select the appropriate records.
It doesn’t matter if8ixn547AT you have 100 records or 1 million records, the data import phase of a project can seem like a daunting task. It’s kind of like moving a 5 bedroom house. There’s extracting the data from your old system, or gathering it from various places it may live. There’s prepping it for import by removing duplicates and making sure that email and phone number fields are formatted properly. And let’s not forget figuring out what pieces of data you actually want to bring over into the new system. Once these steps are completed, along comes the biggest piece – actually importing the data. This is either done by someone within your organization or by an outside consultant. A variety of tools are used, some magic is performed and then you have a new system with data that looks familiar to you.
Rollup summaries are great things to have in your admin toolkit. With a rollup summary, you can summarize information about child records on a parent record when those records are in a master-detail relationship.