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SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.

Improving Advancement with HEDA

Colleges and universities implementing the Salesforce platform have a wealth of options for building a system that supports every department on campus. The Higher Education Data Architecture (HEDA) can assist you with improving advancement.

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Introducing the Salesforce Higher Education Data Architecture (HEDA)

Salesforce.org recently released a new tool for colleges and universities, the Higher Education Data Architecture (HEDA) package. HEDA aims to offer a core architecture package for managing common relationship data across the student lifecycle, including institutional and departmental affiliations, interpersonal relationships, and course enrollments.

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NPSP 3.0 Feature Overview

The Nonprofit Starter Pack 3.0 (NPSP 3.0) is a set of managed packages installed on Salesforce to customize the platform for some common nonprofit use cases. It is the most current version of the Nonprofit Starter Pack, and has some key improvements and new features compared to the previous version. We’ve taken some time to share some of these highlights with you.

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Adding it Up: Understanding Roll-Up Summary Fields

Roll-up summaries are a powerful tool within Salesforce to help you analyze your data without running a summary report. They can give you data specific to the contact or household you are viewing, providing a snapshot of related donations so you can get a sense of the donor’s engagement with your organization at a glance. Standard roll-up summary fields summarize all or some related records into a calculated field on a master object. The field can display a count, sum, maximum, or minimum value from the related records, operating on numeric, currency, or date fields. You can create roll-up summaries of Opportunities on Account records, or on any master object summarizing a field from its detail records.

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Flexibility in Flows: Custom Settings and Dynamic Picklists

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.

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Top 5 Favorite Salesforce Announcements at Dreamforce

After months of planning and anticipation, Dreamforce ’14 has come and gone. We were inspired by keynotes, learned new things at hands-on training sessions, danced to Bruno Mars, and met people from hundreds of nonprofits in the Foundation Zone. Dreamforce is always a whirlwind, and when it’s over, it’s good to step back and let it all sink in. Lots of great new features and improvements to the platform were announced this year. Here are 5 of my favorite new Salesforce features—plus a bonus!

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The 360 on roundCause

Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter Pack (NPSP) for a while and you’ve found that you need more robust support for managing your fundraising and your donors’ preferences. Maybe you’re new to Salesforce and you know that you need it tailored to complex nonprofit business processes. Either way, when your nonprofit reaches a certain point in your approach to CRM, it may be time to consider an application like roundCause. roundCause is a comprehensive application for nonprofits built on the Salesforce platform. It has a robust set of features for fundraising, marketing and communications, events, and overall relationship management. It offers 360 degree view of your donors and volunteers, as well as empowering you to track and increase constituent engagement.

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