As a solo admin, you’re a lone wolf, but it’s a big, dangerous world out there. The time to get smarter about managing your organization’s data has arrived. Here are a few tips to get you started.
The #NPForce chat will provide a chance to network and grow your knowledge of how nonprofit organizations are using Salesforce. Join us on April 23rd.
As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within the organization, change of business processes, change of customers and/or partners and changes in technology. Each of these influences can impact the growth and evolution of your Salesforce organization in very subtle and gradual ways, but, more often than not, the impact is in very rapid and hastened ways that can cause your Salesforce story.
Salesforce fields are so important to a successful implementation, yet you may completely forget to really think critically about these “building blocks” of your CRM. A good analogy is this awesome lego model of the University of Colorado (your entire Salesforce instance) and an individual lego piece (one field). Miss a few fields? The history building may fall to pieces if you’re not careful. Fields organize and display your data and prompt your users to input the right data in the right spot.
Nothing sinks a new implementation faster than bad data. Users will quickly lose faith in the tool as well as those leading the implementation effort if incomplete, incorrect, or irrelevant data is present. Read more about data best practices.
Visual Flows are a powerful tool for any administrator on the Salesforce platform. With a drag and drop interface and a suite of possible actions, Visual Flows can let you level up in system automation without having to write a single line of code (and if you’re comfortable with a bit of Visualforce, you can take them even further). With the powers of Visual Flows and the new features that Salesforce rolled out in Winter ’15, there’s plenty of reasons to implement Visual Flows as part of your business processes. In this blog post, I’ll explore another way to extend your Visual Flows by using Custom Settings.
What are your Salesforce Spring Resolutions? Haven’t had time to put them together yet? Not to worry, the Cloud for Good team is here to help. We’ve put together a list of our top 10 resolutions for nonprofit Salesforce admins. Let us know what we’re missing!
The purpose of this eBook is to share lessons learned and recommendations for best practices as you move forward with your implementation. These recommendations are not intended to be Salesforce specific, but are rather globally applicable recommendations for the implementation of any new technology tool.
Most organization’s choose Salesforce because of its reputation for reliability, and Salesforce does a great job of maintaining a high level of security on its servers, but there are additional measures system administrators can take to further lock down their data.
Cloud for Good (www.cloud4good.com), a Salesforce.com implementation partner and an application provider dedicated to creating strategic cloud solutions for nonprofit and educational organizations, has joined an exclusive club by being recognized as a Strategic Salesforce Foundation Partner. The Strategic partnership level, the highest partnership level, is awarded to organizations who work with the top market of the Salesforce Foundation’s customers and continue to bring technology innovation to the nonprofit and higher education community.