SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
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.
Have you noticed the seagulls in your Salesforce org? It’s time for the Salesforce Summer ’17 Release and we have highlighted some of the features we are excited about in this post.
Obtaining your Salesforce certification can become a reality. We have tips to help you become certified on a nonprofit budget.
For organizations to capitalize on new opportunities, they will need to understand that talent development is critical to achieve growth and stronger results. It’s time to prepare for the 21st century workforce.
Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using Chatter at your organization.
In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take some affirmative step (or multiple steps) to indicate that they want to receive your communication.
When you’re creating a Salesforce report, the first thing you have to choose, before you even get to the report builder, is the Report Type. The Report Type is a defined set of related objects and fields you can use in your report.
If you can find value in sharing your Salesforce data with constituents, a Salesforce Community might be right for you! Salesforce Communities expand your database beyond your internal users and allow constituents to interact with each other and with your data in a controlled environment.
Planned gifts, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes. Salesforce can be customized to meet the needs of any organization’s planned giving program.
The process of developing your organization’s Annual Report should be a satisfying task of reviewing progress toward your goals, deciding on photos and profiles to include, and thanking your donors. We’ve provided eight tips to help with this process.
