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.
You’re moving from your legacy system to Salesforce. You’ve collected a lot of data over the years, but do you need to keep it all? We explore how and what you should migrate.
Your organization can put these six configurations to good use with the Nonprofit Success Pack (NPSP) and you do not need code to take advantage of them.
We’ve shared our list of the top 10 Chrome extensions for Salesforce Administrators. These extensions can help save you time and energy.
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.
The Salesforce World Tour in Boston is taking place soon! Let us know if you’ll be in attendance, as we’d love to meet you there.
Acknowledgment letters and other documents are key to making sure your donors and other supporters feel recognized. Streamline your merge documents with conditional logic 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.
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.
Coding isn’t for you and that is not a bad a thing. There are numerous career opportunities available using Salesforce that do not require you to be a programmer.