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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
Seeing vs Doing: Understanding Learning Styles for Successful Training
Identifying learning styles among your users doesn’t need to involve having each user take a quiz or survey. You can likely identify some personality traits or
Everyone at Cloud for Good is passionate about nonprofits. I love hearing about all the different organizations everyone is involved with - the variety allows us
How to Convince Your Management to Implement Salesforce
Tips to help you convince your organization's management that implementing Salesforce is the right move for your nonprofit. Be prepared by doing your research, citing use
Museum Membership Management, Ticketing, and Fundraising: A Journey from Blackbaud to Salesforce with the Guggenheim Museum
Migrating from Blackbaud to Salesforce has made a profound impact on Guggenheim Museum's membership management, ticketing, and fundraising. Learn more in this customer success story.
