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Best Practices

Case Management on Salesforce
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In a previous post, we shared the exciting announcement made at Dreamforce 2019 that Salesforce.org was releasing a Case

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Managing Volunteers with Communities
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At what point does managing your volunteers with a paper-laden process become unmanageable? Is it

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Integrating External Applications with Marketing Cloud
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Social media management, advertising, webinars, email marketing, text messaging, CRM, trigger-based journies – Marketers are

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Testing Environment Strategies in Marketing Cloud
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Many Salesforce Marketing Cloud users look to create a testing environment much like what exists with Sales

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Straight from Dreamforce: Nonprofit Cloud Keynote Highlights
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Walking into the Nonprofit Cloud Keynote, hundreds of nonprofit organizations, partners and Salesforce employees gathered

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Straight From Dreamforce: Education Cloud Keynote Highlights
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Dreamforce brings excitement, an Ohana reunion with Cloud for Good client, partners and friends and, of

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Budget Planning Season is Underway – Remember to Leave Room for Technology
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Planning Your Budget Nonprofits do a great job at budgeting for fixed operating costs, such as personnel (salaries and

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April and June 2019 Social Studio Release Highlights
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One of my favorite parts of social media engagement is how rapidly it evolves –

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3 MISCONCEPTIONS ABOUT AGILE SALESFORCE IMPLEMENTATION – DEBUNKED!
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Have you heard these before? “Agile is more expensive than waterfall.” “Agile has toomany meetings.”

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Higher Ed Summit Replay: Power Up Your Academic Research Centers with Salesforce
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What a year this was at the Higher Ed Summit! We heard that the Higher Education

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