May 23, 2018 (ASHEVILLE, NC) – Cloud for Good has just released an application on the … Continue Reading
You’re moving from your legacy system to Salesforce. You’ve collected a lot of data over the years, but do you need to keep it all? We explore how and what you should migrate.
The General Data Protection Regulations (GDPR) has been in the media and the minds of … Continue Reading
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.
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.