SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
None of us likes to limit our choices if we don’t have to, so on its surface Salesforce’s multi-select picklist (MSP) seems like a great field type. Users can select multiple options while you can still enjoy the standardization that picklists bring, right? In my rookie Salesforce administrator days, I thought MSPs were awesome. Then my nightmares began.
Running monthly or yearly statements for your households can be a daunting task, from creating a report in your Salesforce instance –to exporting the data to Excel –to merging the data into your statements. And what happens if you have multiple open items or donations for a single constituent or household? It can turn into a nightmare to create these statements, while your staff spends precious hours performing a task that should be automated. Apsona Mail Merge to the rescue!
4 Steps to Integrating Social Media into Successful Campaigns, is a helpful guide for understanding and using social media to meet your campaign goals.
Who doesn’t like the idea of a sandbox? You can get creative, get dirty, and get better at what you’re looking to accomplish. Salesforce has some nice options here. Depending on the type of sandbox you spin up, you have different features, capabilities, and pricing. Read more about your options.
There are a handful of Salesforce apps that specialize in volunteer management, three of which stood out for me; HandsOn Connect, Volunteers for Salesforce, and Skillanthropy. They are wildly different, and yet help certain audiences reach their targets. Read more to learn how they compare.
Learn how Kids Included Together implemented a social chatter approach across their organizations. Read more to learn about their 5 tips for keeping it social.
Implementing Salesforce so that it can do “anything” requires leadership, capacity, and lots of expectations management. Learn why.
Buying a new fundraising CRM or replacing your finance and HR systems are big investments with critical outcomes. How can you make sure that big software projects succeed? Here are three recommendations
It hasn’t exploded yet like the #askforce twitter channel, but it is gaining traction. Here are the top 5 ways Pinterest and Salesforce go together, like peanut butter and jelly.
For your non-profit, nothing can be more helpful than good, clean data. How to can you do that? Capitalize on integrations.
