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.

June 6, 2017

Pre-Checking: Good for Baggage, Bad for Email Opt-In

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.

January 10, 2017

Paying It Forward: Nonprofits Helping Nonprofits

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.

December 20, 2016

Process Builder: Tips and Tricks

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.

September 6, 2016

A Balanced Approach to Driving Your Salesforce Vision

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.

February 2, 2016

Hiring with Inclusiveness

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.

October 20, 2015

Six Simple Steps to Improve Your Salesforce User Experience

When configuring your Salesforce org, it is important to present your data in a manner that makes it easy for your users to access and interpret. If you hide a required field at the bottom of a page layout many of your users are going to become frustrated. I have seen many organizations spend countless hours and much effort configuring page layouts so information is presented in a logical, legible format. But you have to push forward! There are a number of other places where you should spend time configuring Salesforce to improve your users’ experience. Showing key information to your users when and where they need to see it will not only make things easier, but will improve data integrity as you provide the information they need to select the appropriate records.