SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
When implementing a new Salesforce instance from an existing one, sometimes it’s not just the data you need to move. It’s the heavy stuff: Metadata. Without a developer this may seem overwhelming. Thankfully, there are more than a few tools to accomplish this. I solved my problem with Sublime Text 3 and MavensMate.
Watch our recorded Apps for Good webinar featuring RallyBound. A robust peer-to-peer fundraising software to nonprofits of all sizes. Organizations use RallyBound for a number of fundraising initiatives: third-party platforms, events, and personal campaigns.
Right now the abundance of technology tools and applications available to organizations is making the job of CIO or CMO a minefield of decisions. The lines between consumer applications and enterprise applications continue to blur with more organizations adopting a BYOD strategy. As an executive tasked with increasing efficiency or moving to the cloud how can you avoid the mistake of putting out fires everyday and address the bigger goal?
Fundly is a donation based, keep what you raise, crowdfunding platform for individuals and nonprofit organizations. They’ve built the only self service social crowdfunding platform capable of scaling to meet the needs of any size fundraiser, regardless of fundraising experience or desired level of customization. Watch a recorded webinar about Fundly and its Salesforce integration here.
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.”
So how do you go about identifying fields that are underutilized? The folks at Qandor developed a great app called Field Trip that is perfect for the job. And even better, it is free!
Cloud for Good is proud to release the first edition of our Salesforce Peer-to-Peer Fundraising
Know that the clearer your vision, the more ready, supportive of, and willing for change, and the more you understand your own desired outcomes and metrics, the more successful a Salesforce implementation can be. The platform can’t produce these changes in your organization, but it can inspire them.
Breaking down organizational silos sounds easy. Any Internet search will yield articles with advice, most of which boils down to improving your communication: Share information widely; allow outsiders to understand your value to the organization; develop confidence that comes when trust is established, etc. But these resources are light on the practical “how to” steps. Enter Salesforce and its internal social network, Chatter.
Volunteers for Salesforce provides tools for managing your organization’s volunteering program. You are able to track who your volunteers are and the hours they have worked, all of your volunteer jobs, both ongoing, and for a specific event, and shifts for specific jobs. The app also provides several Sites pages that you can host in your website to allow people to tell you they want to be a volunteer, or to actually signup for a specific job (and shift).
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 providing a clear and consistent framework to manage change over time and defining processes to resolve conflicting requirements. In our experience, governance is often an evolutionary process, consisting of three stages: Monarchy, Democracy and Republic.
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, staffing, processes, and technology will help you identify the relevant approach, resources, and tools to be put in place to champion a successful implementation. The value is achieving consistent processes, cross departmental coordination, and even driving organizational innovation.
