When I bought my first car, I hemmed and hawed over which Toyota Celica I … Continue Reading
How can a connected nonprofit leverage Salesforce case management? We share use case ideas and best practices for effective program management powered by cases.
We’ve shared our list of the top 10 Chrome extensions for Salesforce Administrators. These extensions can help save you time and energy.
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.
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.
There are many tools out there to assist with data cleanup and it’s not always easy to know which one to choose. We have explored several tools that may be right for your organization in this post.
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.
On March 9, 2017, Cloud for Good hosted a webinar covering the Nonprofit Success Pack with Lightning. This post offers resources to help your organization get started with Lightning.
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.