The semi-annual Salesforce update this fall will happen between October 12, 2019 and November 1, 2019. Here is Gayathri’s synopsis of the stand-out items from the release. Reach out to Gayathri or the Digital Strategy team if you’re interested in Marketing Cloud.
Salesforce Sandboxes are crucial to testing new releases and functionalities in a controlled environment before they are placed in your live production environment. Before you test on your Sandbox environment, we highly recommend taking the time to refresh your Sandbox’s metadata with the production org.
Most associations struggle to establish a culture of data, where everyone understands the value of customer data. Here are five items all associations should have as part of their customer database training.
Roses are red, Violets are blue, We love Salesforce reports And we hope you do too!
Following the Complicated Integrations Made Easy with Zapier – Part 1 article, we will now look at how we can leverage Zapier to easily build an integration with no actual coding.
One of the biggest challenges with association management system (AMS) implementations is that organizations often confuse processes in their old system with their business requirements. When this happens, organizations request customizations to make the new system function like the old system. Wasn’t the original goal of selecting and implementing a new AMS to improve—not maintain—your business processes?
The transition of your Salesforce organization from Salesforce Classic to Lightning Experience (LEX) can seem like be a daunting change with a lot of unknown, but there’s a lot to be excited about.
One of the most common questions we get from associations is how to integrate various applications and IT systems. Through integrations, you can copy data from one application to another, or event in one system can trigger an action in another.
If you’re reading this, you are somewhat familiar with Salesforce and maybe even its groups construct. Essentially, a group is a group of users with the same level of access to specific records within the organization.
In the previous post, we went through an overview of SSO with a domain cookie. In this post, we’ll dig into some of the technical considerations when implementing this SSO solution. System Overview As an overview, here are the responsibilities of each website from the previous post: AMS.abc.org (Identity Provider/System of Record): Provides login page […]