January 1, 2019

Implementation Best Practices eBook

The purpose of this eBook is to share lessons learned and recommendations for best practices as you move forward with your implementation. These recommendations are not intended to be Salesforce specific, but are rather globally applicable recommendations for the implementation of any new technology tool.

April 10, 2018

Engaging Staff to Use Salesforce

You’re organization has chosen Salesforce as your Constituent Relationship Management (CRM) platform. Engage your users to be active with the platform by following these tips.

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.

December 12, 2017

Having Fun and Playing Salesforce

While a Constituent Relationship Management (CRM) platform is a must for many organizations, Salesforce can also be fun. We provide tips so your nonprofit can have fun while using Salesforce.