January 30, 2018

The Benefits of Triggers in Salesforce

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.

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.