SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
In Salesforce, the Case Object is often used to track a constituent issue or problem that needs resolution. Just like anything else in Salesforce, it can be renamed. Most commonly: “Request” or “Issue.” Here are a few things you should consider.
FormAssembly is a simple and powerful tool that helps you create online forms and get your data where you need it. FormAssembly integrates with many services, which can streamline your processes, remove the need for double entry, and automate workflows. They proudly serve many nonprofits and educational institutions around the world.
I have been inspired by Dreamforce every year since 2005, so I decided to take the majority of the Cloud for Good team to Dreamforce this year. Read this post to learn why we are excited about it.
We reviewed the common email service providers who offer Salesforce integration including MyEmma, VerticalReponse, iContact, ExactTarget, and MailChimp.
When you apply for the Power of Us grant you need to select between two trial configurations the EE + NPSP (“Pre-configured for Donor Management”) or the Standard EE (“Clean” Slate). Before you make this decision, here are a few things to keep in mind.
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.
Using a data import tool may not be a personally transformative experience, but it should be transformative for your data. Jitterbit is another good and free choice you have, and it has features that may not change your world, but they’ll allow you to do some neat things when updating or adding information to Salesforce. If you’re a data geek like me, that always provides a little thrill.
Your organization is growing and you need help moving to the Cloud? Check out our
Learn how Cloud for Good can work with your organization to create and implement strategic
Change can be hard. When we work with clients to implement Salesforce, there is often a system we’re replacing. Clients are used to that old system. We sometimes hear, “But we’ve always done it this way!” So how can you make sure that this change to a new system (Salesforce) sticks? This post includes some tips.
