With Workflow Rules, Flows, and Process Builder at your fingertips, you may feel like code isn’t necessary. However, there are times when code is needed over clicks. In this post we look at automating processes with Apex Triggers.
The information your nonprofit gets out of Salesforce is only as good as the information your organization puts into it. Use webforms to collect useful and actionable data. These recommendations and reviews can help.
Significant changes to the digital communication landscape help savvy organizations pivot to better engage their supporters. Salesforce Marketing Cloud’s Journey Builder allow sophisticated, intelligent donor journeys to replace the donor funnel.
Customizing Salesforce’s Lightning Experience is more involved than just changing page layouts, but it’s also more powerful. We share five tips to help you customize the Lightning Experience.
Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you put these into action.
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.
Fundraisers and accountants have different views at times. Salesforce can help solve the seven most common complaints from accountants and we explain how in this post.
Engagement Plans have been added to the Nonprofit Success Pack (NPSP) and will provide an even more seamless experience in managing your moves to cultivate donors (or other constituents like volunteers or program participants).
Choosing the best MailChimp to Salesforce Connector will ensure that you deliver the right message at the right time to your constituents. Cloud for Good has evaluated several options on the AppExchange to assist as you do your research.
The Salesforce Winter ’17 release brought many changes to the Lightning Experience. We cover some of those changes and what’s to come in this post.