You Can Do Anything With Salesforce
Implementing Salesforce so that it can do “anything” requires leadership, capacity, and lots of expectations management. Learn why.
SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
Implementing Salesforce so that it can do “anything” requires leadership, capacity, and lots of expectations management. Learn why.
Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size their access with a combination of a custom profile and permission sets. Remember “With great power comes great responsibility.”
Apsona creates user-friendly, browser-based web applications for CRM and e-commerce. Its offerings include Apsona for Salesforce, a Salesforce.com add-on for improved data manipulation, cross object filtering and reporting, and multi-step reporting, a powerful multi-object reporting tool.
Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a system administrator to be aware of which instance your organization is on.
There’s a lot of talk about Best Practice in the nonprofit sector, and having consulted on projects large and small, I want to take moment to relate this concept to implementing Salesforce. So much of a Salesforce implementation happens outside of Salesforce, I find that organizations eager for change and growth can lose sight of this when in the midst of an implementation project.
From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to the donation cycle from pledge to payment. Learn how.
We reviewed the common email service providers who offer Salesforce integration including MyEmma, VerticalReponse, iContact, ExactTarget, and MailChimp.
Cirrus Insight is the #1 app for integrating Salesforce with Gmail and Google Apps. Check out their webinar as part of our Apps for Good webinar series.
Apsona Multi-Step Reporting extends your analytic reach by making it possible to layer and connect reports which in turns allows you to report on objects several relationships removed (including custom objects).
This blog post includes a comprehensive review of common online donation integration for Salesforce including Click and Pledge, Action Pages, Brickwork, and PaymentConnect.
