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.
When there’s more than one way to get something done, how do you make the best choice? Consistency is the key. If you’ve used Salesforce for a while, you probably know that for any given problem there are multiple ways to solve it. Remember to be consistent.
Whether you’re a tiny 2-person shop that provides lunch for the homeless, or a 30-staffed water safety watchdog growing from local to statewide in scope, Salesforce may be just what you need. It allows you to harness technology to do your jobs better and more efficiently.
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.
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.
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.
If you were drawn to this article, you likely have a little bundle of cloud-based joy on the way. Congratulations! After a few months of preparation, you’re going to have a new system in your life that will bring you years of joy (or, at the very least, productivity) for years to come. But before the big day comes, there are a few things we should talk about.
First, let’s break down that scary little acronym: ERD = Entity Relationship Diagram. Still sound too techy? How about this:... Learn More »
When you hire a consultant to help you with your Salesforce implementation, you’re hiring them because you have a problem you need help with whether it being moving from another system to Salesforce or working to enhance your existing Salesforce instance. It is important to find a trusted advisor, not an order taker.
Start with a budget! With Salesforce, a lot of functionality is available right “out of the box” for the base price. There are some things, like automation and integration, that potentially add line items (and thus, dollars) to the budget - you’ll need to decide whether you can afford those items up front, or whether you can continue some processes manually while you allocate budget to add those on later. Or, you might prioritize some apps, and decide you don’t really need the others at all.