Exploring Approaches to Technology Transformation: Data-First Versus Customer-First
Exploring data-first versus customer-first approaches to creating transformation through technology.
SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
Exploring data-first versus customer-first approaches to creating transformation through technology.
Cloud for Good technical leadership team members attended TrailblazerDX 2023 to learn what’s next for Salesforce. Here are their takeaways.
Cloud for Good attended TrailblazerDX to learn what’s next for Salesforce. Here are our key takeaways and highlights from the event.
Written by Kestryl Lowrey and Stephen Earheart When you migrate to Salesforce, you become deeply familiar with your organization’s data—the volume, the quality, and the
Einstein Analytics provides additional insights into the data you are storing in Salesforce. We’ve presented seven ways that Einstein can make your organization smarter!
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.
Nonprofits are great at vision. It’s a strength of mission-driven organizations: picturing a better future comes naturally to the people who work there. These visions
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.
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.
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.
