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.
By | October 7, 2019
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.
By | March 28, 2019
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.
By | March 13, 2019
Roses are red, violets are blue...We love Salesforce reports, and we hope you do too!
By | February 14, 2019
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.
By | November 19, 2018
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?
By | November 2, 2018
The transition of your Salesforce organization from Salesforce Classic to Lightning Experience (LEX) can seem like a daunting change with a lot of unknown, but there’s a lot to be excited about.
By | September 27, 2018
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.
By | August 21, 2018
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.
By | August 9, 2018