Best Practices
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.
March 27, 2018
SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
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.
Your Board of Directors (BoD) is made up of key constituents and stakeholders. We share ideas so you can to track their activities and interactions in Salesforce.
With Salesforce Sales and Marketing Clouds, higher education institutions can build a system of record for their marketing efforts and integrate with their existing student information systems.
Every organization has the digital file equivalent of a kitchen junk drawer – it’s usually on a shared network drive where files have been placed for years with varying levels of strategy or order. We address common questions organizations have about cloud document storage.
The Higher Ed Summit is taking place March 21 – 23, 2018 in Washington, DC. From networking to professional development, we have complied our top five reasons to attend this year’s Summit.
We’ve explored five reasons why K-12 schools are making the move to Salesforce. From breaking down silos to ensuring students receive the best education, the Salesforce platform can help.
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.
We found that 69% of nonprofits we surveyed are increasing their investment in marketing automation. The National Aquarium is using Marketing Cloud to transform their customer experience.
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.
We review some principles of user adoption, and discuss how you can use Salesforce Chatter, a tool built right into the platform, to take action to increase your organization’s user adoption.