Relieving the Pain of a Data Migration to Salesforce
Making the move from a legacy system, like Raiser’s Edge? We have shared tips and tools to help you relieve the pain that many face during their data migration to Salesforce.
SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
Making the move from a legacy system, like Raiser’s Edge? We have shared tips and tools to help you relieve the pain that many face during their data migration to Salesforce.
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.
What if I told you that Lightning Connect enables you to create a real-time integration in an amount of time best measured by hours not days? Not only that, what if I told you it could be done with just clicks not code?
The Salesforce Foundation has updated their Nonprofit Starter Pack application, and the new release gives us plenty of reasons to be as excited as a young child at Christmas. Here’s a look at the changes.
Causeview is a robust fundraising application created by BreakEven, Inc. It’s meant to be a fully automated solution that out of the box gives you everything you need to manage donors, volunteers and events.
Data migration is often referred as the most painful part of the implementation process. This blog post includes many tips and tricks for cleaning your data and preparing it for the migration.
Whether you arrange for training from a consultant, manage it yourself, or use some combination of the two, there are a few techniques you can employ to ensure everyone comes out of the experience as confident and enthusiastic as possible.
Using a data import tool may not be a personally transformative experience, but it should be transformative for your data. Jitterbit is another good and free choice you have, and it has features that may not change your world, but they’ll allow you to do some neat things when updating or adding information to Salesforce. If you’re a data geek like me, that always provides a little thrill.
Apsona for Salesforce is another exceptionally useful ETL (Export Transform Load) app, with some unique advantages that make it an essential tool to keep in your data loading/cleansing utility box.
The number one question I hear when dealing with clients who want to add new data to Salesforce is, “How can I make sure I’m creating duplicate records?” There isn’t a perfect solution to the problem, but there is a pretty darn good one. Check out DemandTools.
