SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
When you hire a consultant to help you with your Salesforce implementation, you’re hiring them because you have a problem you need help with whether it being moving from another system to Salesforce or working to enhance your existing Salesforce instance. It is important to find a trusted advisor, not an order taker.
We are in the midst of a major technology revolution and succeeding in this revolution does not mean consuming additional technology, or as many of our customers fear, replacing employees with new technology. Nonprofit organizations need to focus on enabling their employees, board members, and the constituents they serve to achieve more with technology.
As a Salesforce Admin, you have to be responsible for creating Salesforce data, maintaining that data and even extracting it so it can be analyzed and used by others. Over the years, there have been a number of Excel based tools that have been created to help Admins (and others) to perform these tasks. I often encounter Admins who don’t know any of these applications exist, so I thought it would be helpful to review the ones that I used.
A data map is a great way to document the process of uncovering the secrets of a data set. We use them for so many different reasons. To take a catalogue of what is in the old system. To take another catalogue of all the fields that are in the new system. To show a client where all their data is going and how.
While we configure Salesforce to be easy to maintain, it does still need someone to look after it. When a new user needs to be onboarded, when existing users have questions, when business process change and need to be reflected in the database, or when something breaks, it’s very helpful for an organization to have a designated go-to person (a Salesforce Guru) to help adapt to the new condition. This post contains expert tips on hiring a Salesforce administrator.
In honor of #NoCodeNovember, the Cloud for Good team has compiled a list of 11 features in Salesforce that require NO code! Check out this post to see if your favorite feature made the list.
Does the thought of migrating data make you want to run screaming? Is your organization using the NonProfit Starter Pack (NPSP)? Do you have data you need to migrate into Salesforce? Fear not System Administrator, the fabulous team over at the Salesforce Foundation has created a tool to help, the NPSP Data Importer tool. This tool is designed to allow you to migrate Contacts, Accounts and Opportunities to the NPSP. Let’s take a deep dive in to see how the tool works.
Organizations who best understand and translate their data into actions will be able to raise more funds, provide better programs to their constituents, and communicate with their supporters more effectively. This eBook includes an overview of the standard Salesforce analytics included within your Salesforce instance, and best practices for using and understanding your data.
While there a many reasons to make a switch to Salesforce, there are often reasons why you should not make the switch from your current platform. CRM migrations are a huge undertaking for any organization and you should consider exactly what it will take to make the move. Here are six obstacles to consider when determining if the time is right for your organization to start the move to Salesforce.
The ongoing development of the Salesforce Foundation’s tools for nonprofits has encouraged more and more nonprofits to consider a switch from their legacy system to Salesforce. You might be one of them! If you are currently using Raiser’s Edge (RE), we’ve put together a list of the top ten reasons to make the switch to Salesforce.
