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SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.

Best Practices: Salesforce Fields

Salesforce fields are so important to a successful implementation, yet you may completely forget to really think critically about these “building blocks” of your CRM. A good analogy is this awesome lego model of the University of Colorado (your entire Salesforce instance) and an individual lego piece (one field). Miss a few fields? The history building may fall to pieces if you’re not careful. Fields organize and display your data and prompt your users to input the right data in the right spot.

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Implementation Best Practices: Data

Nothing sinks a new implementation faster than bad data. Users will quickly lose faith in the tool as well as those leading the implementation effort if incomplete, incorrect, or irrelevant data is present.
Read more about data best practices.

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Flexibility in Flows: Custom Settings and Dynamic Picklists

Visual Flows are a powerful tool for any administrator on the Salesforce platform. With a drag and drop interface and a suite of possible actions, Visual Flows can let you level up in system automation without having to write a single line of code (and if you’re comfortable with a bit of Visualforce, you can take them even further). With the powers of Visual Flows and the new features that Salesforce rolled out in Winter ’15, there’s plenty of reasons to implement Visual Flows as part of your business processes. In this blog post, I’ll explore another way to extend your Visual Flows by using Custom Settings.

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Cloud for Good Recognized As Salesforce Foundation Strategic Partner

Cloud for Good (www.cloud4good.com), a Salesforce.com implementation partner and an application provider dedicated to creating strategic cloud solutions for nonprofit and educational organizations, has joined an exclusive club by being recognized as a Strategic Salesforce Foundation Partner. The Strategic partnership level, the highest partnership level, is awarded to organizations who work with the top market of the Salesforce Foundation’s customers and continue to bring technology innovation to the nonprofit and higher education community.

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Making Salesforce Chatter Work for Your Nonprofit

As a leader at your nonprofit – whether you are the Executive Director, Chief Information Officer, Salesforce Administrator, or motivated staff member, it’s up to you to decide how Chatter can work for you, and then make it happen. Read more to learn how to to prepare for a rollout.

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Salesforce Foundation Higher Education Summit 2015

Last week I had the pleasure of participating in the 3rd annual Salesforce Higher Education Summit at the University of Miami. I was joined by our CEO/Founder Tal Frankfurt, and our Vice President of Services Nik Panter who attended the original Summit at Wayne State University in 2013. He was able to confirm what I had already hypothesized by just walking towards the building. Times, they are a-changing!

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