Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
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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
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
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
Make the Most of Salesforce Security: Added Assurance in a World of Compromises
Most organization’s choose Salesforce because of its reputation for reliability, and Salesforce does a great job of maintaining a high level of security on its servers,
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
Cultivating Care with CK Family Services Through Salesforce Program and Case Management
Cloud for Good has helped CK Family Services leverage Salesforce to create a reliable system that can scale alongside the organization's mounting needs.
Diversity at Dreamforce – A Promising Start, But Challenges Remain
Last week was Dreamforce, Salesforce’s annual customer conference, which basically takes over the city of San Francisco for a week of keynotes, educational sessions and parties.
