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Avoiding Growing Pains Through Good Governance
When working with Salesforce.com (or any system for that matter), following the principles of good governance can make life easier for administrators and users alike by
What You Should Do Before an Enterprise-Wide CRM Implementation
Implementing a constituent relationship management (CRM) application can be a difficult project for organizations with multiple large complex departments. An assessment of the organization's CRM strategy,
Dreamforce 2013 is over. In theory, you've bodily recovered from the walking, talking, learning, and partying. Now what? How can you best leverage all the stuff
I got into a discussion with a client recently about ethical consulting. I’ve had this discussion with colleagues, co-workers, friends and mentors through the years, but
Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration
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
Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have
The Future is Now: Taking your Chatter Publisher Actions Mobile
Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher.
It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that
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
Ready To Start With Your Implementation? Think Again
You choose a platform, signed with an awesome implementation partner who can translate your needs into technology, and you are extremely excited to get started. Wait…
Connected Nonprofits Use Technology to Manage Volunteers
Volunteers are often key to nonprofits' work but managing them with limited staff and budget can be a challenge. Utilizing technology effectively in volunteer management can
Make Salesforce Work for You: Workflows and Email Automations
Workflows take processes that can be standardized and automate them when certain criteria are met. This can be especially useful for development teams, as they can
Functional silos or information silos refer to business processes or data systems that are incompatible or not integrated with other processes or systems. A silo is
