January 9, 2018

Using Webforms for Useful and Actionable Data

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.

December 27, 2017

Using Salesforce Chatter to Increase User Adoption

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.

July 11, 2017

Keeping Up With Changes in Salesforce

Salesforce is constantly changing and improving. Sometimes it can feel overwhelming to try to be aware of everything going on. This post will explain some key ways to keep track of it all.

February 9, 2016

MS Excel Tools for Salesforce

As a Salesforce Admin, you have to be responsible for creating Salesforce data, maintaining that data and even extracting it so it can be analyzed and used by others. Over the years, there have been a number of Excel based tools that have been created to help Admins (and others) to perform these tasks. I often encounter Admins who don’t know any of these applications exist, so I thought it would be helpful to review the ones that I used.

September 1, 2015

Simplify Salesforce Requirements Gathering with Use Cases

Defining system requirements and grouping them into a usable format is often a daunting task, but is a key component to successful Salesforce implementation. Utilizing use cases to capture requirements and some best practices to outline requirements are discussed in this post. We want to make sure you get the most out of your Salesforce account!

June 30, 2015

Just Do It! : Tips for Passing a Salesforce Certification Exam

I encourage everyone to take a certification exam. They are not only a stamp in your Salesforce passport, but they expose you to parts of Salesforce that you never even knew existed. They make you a better user, a better administrator, a better developer and, let’s face it, a better human being.

May 26, 2015

Adding it Up: Understanding Roll-Up Summary Fields

Roll-up summaries are a powerful tool within Salesforce to help you analyze your data without running a summary report. They can give you data specific to the contact or household you are viewing, providing a snapshot of related donations so you can get a sense of the donor’s engagement with your organization at a glance. Standard roll-up summary fields summarize all or some related records into a calculated field on a master object. The field can display a count, sum, maximum, or minimum value from the related records, operating on numeric, currency, or date fields. You can create roll-up summaries of Opportunities on Account records, or on any master object summarizing a field from its detail records.

March 31, 2015

Flexibility in Flows: Custom Settings and Dynamic Picklists

Visual Flows are a powerful tool for any administrator on the Salesforce platform. With a drag and drop interface and a suite of possible actions, Visual Flows can let you level up in system automation without having to write a single line of code (and if you’re comfortable with a bit of Visualforce, you can take them even further). With the powers of Visual Flows and the new features that Salesforce rolled out in Winter ’15, there’s plenty of reasons to implement Visual Flows as part of your business processes. In this blog post, I’ll explore another way to extend your Visual Flows by using Custom Settings.