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 organization has chosen Salesforce as your Constituent Relationship Management (CRM) platform. Engage your users to be active with the platform by following these tips.
Writing strong, concise survey questions will get you the data that you need. We’ve shared some best practices for collecting information from your constituents.
In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take some affirmative step (or multiple steps) to indicate that they want to receive your communication.
Get more traction with emails and communications to your constituents. Learn how to create emails that will get higher conversions rates and improve the actions your audience takes with your organization.
Nonprofits are helping each other in the Salesforce community through the Power of Us HUB and now with the Solutions Exchange. Learn how you, too, can pay it forward my sharing your knowledge with others.
Process Builder is one of the more powerful tools to be added to the Salesforce platform in recent years. Much of what Process Builder can do would have taken programming in the past, however, that functionality is now in the hands of the Salesforce admin.
Organizations that truly unlock the power of Salesforce over have a strong vision for how to leverage this technology and support it holistically. Find out how to create a balanced approach to define your Salesforce vision.
In the effort to increase the diversity of technology companies, one area where efforts often break down is the hiring process. We would like to share some practical suggestions that worked for our team. Hopefully, our experience will be helpful to others in increasing the diversity of your team, whether it is racial, gender, sexual orientation or another dimension of diversity you are seeking.
There are many blogs out in the Salesforce ecosystem about being an Admin, a Developer, … Continue Reading