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

Salesforce Scheduled Unit Tests

One of the simplest steps you can take to maintain the integrity of your Salesforce data is to implement automated unit tests. The up-front work is a bit technical, but the result is priceless!

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Investing in Salesforce Success

Roll out is often considered the end of a software or systems project, but the end of every Salesforce project is really just the beginning. Investing in knowledge, data quality and user engagement can help an organization achieve success with Salesforce.

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The 360 on roundCause

Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter Pack (NPSP) for a while and you’ve found that you need more robust support for managing your fundraising and your donors’ preferences. Maybe you’re new to Salesforce and you know that you need it tailored to complex nonprofit business processes. Either way, when your nonprofit reaches a certain point in your approach to CRM, it may be time to consider an application like roundCause. roundCause is a comprehensive application for nonprofits built on the Salesforce platform. It has a robust set of features for fundraising, marketing and communications, events, and overall relationship management. It offers 360 degree view of your donors and volunteers, as well as empowering you to track and increase constituent engagement.

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How To Remove Complexity From Your Implementation Process

When using Salesforce to run your organization, there comes a point where the complexity of your implemented solution process may cause your users to complain, or sometimes even stop using your system. Over the last fifteen years I have heard so many complaints about business applications that point back to an issue of complexity. You can avoid it, learn how.

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Let it Flow: Salesforce Visual Flows

A simple, streamlined process can improve data quality and reduce user frustration. Visual Flows are a powerful tool for streamlining and simplifying data entry. After you build and implement a flow, you only have to enter the data once– and the flow powers the rest of your business process. But, what if the data already exists somewhere in your Salesforce database? How can a Flow leverage the data that you already have to create or update other records? With a little bit of Visualforce, you can extend your flow into an even better tool for managing and maintaining your data.

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Salesforce Sandbox and How To Use It

Who doesn’t like the idea of a sandbox? You can get creative, get dirty, and get better at what you’re looking to accomplish. Salesforce has some nice options here. Depending on the type of sandbox you spin up, you have different features, capabilities, and pricing. Read more about your options.

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