SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
The best practices rule of thumb is to have your data backed up in at least two places –your computer and/or your local server and then some offsite location, in case the house burns down. Many organizations take that one step farther these days, and want some kind of “cloud solution” as well. We covered both the local and the cloud options.
This episode of the ButtonClick Admin podcast features Amber Boaz and Tal Frankfurt of Cloud for Good!
Transitioning your organization to a new data management system is, like buying a new house,
It does not matter if you are small or big or if you are moving to the cloud to manage your donors, volunteers, dogs, cats, or trees: there are some things that you should keep in mind. Here are my top ten (and a bonus one at the end).
Join us for our next Saleforce.com Memphis User Group Meeting: Leveraging Salesforce for Your Nonprofit, where
Whether it’s envelopes for fundraising materials, event invitations, volunteer release forms, thank you letters or end of year tax receipts, the ability for a non-profit to quickly generate and print out personalized documents is central to its success. While a lot of attention is given towards the right mass email platform, who do you turn to when you need to create mail merges from your Salesforce.com data?
Is your system full of duplicates? Duplicate records can frustrate users, throw off reporting accuracy and in general cause havoc in your Salesforce ecosystem. In this post I am going to talk about a couple of tools available to prevent duplicates from coming into your system in the first place.
Apsona for Salesforce is another exceptionally useful ETL (Export Transform Load) app, with some unique advantages that make it an essential tool to keep in your data loading/cleansing utility box.
The number one question I hear when dealing with clients who want to add new data to Salesforce is, “How can I make sure I’m creating duplicate records?” There isn’t a perfect solution to the problem, but there is a pretty darn good one. Check out DemandTools.
