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!
Acknowledgment letters and other documents are key to making sure your donors and other supporters feel recognized. Streamline your merge documents with conditional logic in Salesforce.
There are many ways to categorize your data. After you understand how you’d like to categorize your constituents, the next step is thinking about how to define these categories with data.
There are many tools out there to assist with data cleanup and it’s not always easy to know which one to choose. We have explored several tools that may be right for your organization in this post.
The Notes & Attachments related list is on the way out. Content Notes and Files will replace these features, and both have major advantages over the “old” notes and attachments. The biggest difference is enhanced sharing for both, and rich text for notes.
When you’re creating a Salesforce report, the first thing you have to choose, before you even get to the report builder, is the Report Type. The Report Type is a defined set of related objects and fields you can use in your report.
Theory of Change is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision of the organization. Learn how to put this concept into action.
The new year is always a time to resolve to do better, try harder, and move farther toward your goals, but we all know keeping your New Year’s resolution is easier said than done. With that said, we encourage you to make some professional resolutions you’re sure to keep in 2017.
You’re ready for the data migration, but now it’s time to manage the data freeze. Here are some tips to work through shutting down your old system and starting up your new system.
It’s time for data validation. Here are some tips and tricks to making sure that you get your data looking exactly like you want it.