SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
The key to the success of your Salesforce implementation is moderation and this is especially true when it comes to custom object creation. Even if an out of the box (OOB) function of Salesforce or NPSP doesn’t fit your business process exactly, you do not necessarily need to create an entirely new object.
When there’s more than one way to get something done, how do you make the best choice? Consistency is the key. If you’ve used Salesforce for a while, you probably know that for any given problem there are multiple ways to solve it. Remember to be consistent.
You’re ready for the data migration, but now it’s time to manage the data freeze. Here are some tips to work through shutting down your old system and starting up your new system.
Whether you’re a tiny 2-person shop that provides lunch for the homeless, or a 30-staffed water safety watchdog growing from local to statewide in scope, Salesforce may be just what you need. It allows you to harness technology to do your jobs better and more efficiently.
The #BestTeamEver has been busy this year writing blog posts to share information with nonprofits and within the Salesforce ecosystem. Today, we want to share 11 blog posts from the first part of the year that deserve a second (or first) read.
For all the variety in the programs human services organizations have, there are a few semi-universal constants that they typically have in common that can have implications for your CRM implementation. Before your organization gets started implementing Salesforce, there are some key points you might want to consider.
Creating a new, custom record type for everything is a mistake. Learn more about how to maximize your Salesforce investment while customizing only what you need.
Salesforce Analytics (reports and dashboards) are awesome tools to help you view and work with your data, as well as present your data to your supporters. There is a LOT you can do with Salesforce Analytics right out of the gate. Learn more in this post.
The Salesforce Analytics Cloud (aka Wave) is a strong contender for organizations that are already using Salesforce for some aspect of running their business. Wave allows organizations to pre-define dashboards and reports (called Lenses) based on data contained within Salesforce and imported from other systems, but it’s real power is that those tools aren’t static; users can drill into the data in different ways in order to answer different questions about how their business is doing.
It’s time for data validation. Here are some tips and tricks to making sure that you get your data looking exactly like you want it.
