AMS Archives - fusionSpan

Sticky

October 2019 Salesforce MC Release Update

Salesforce

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 Courtney Moore | October 7, 2019

Sticky

Setting Yourself Up for Success with Sandbox Refreshes

Salesforce

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 Himali Shah | March 28, 2019

Six Musts Around Onboarding Staff to Your Customer Database

AMS

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 Justin Burniske | March 13, 2019

Sticky

Falling in Love with Salesforce Reports

AMS | Salesforce | Technology

Roses are red, violets are blue...We love Salesforce reports, and we hope you do too!

By Swathi Patnam | February 14, 2019

Complicated Integrations Made Easy with Zapier – Part 2

AMS | Development | fusionSpan | Salesforce | Technology

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 Manav Kher | November 19, 2018

AMS Implementation: Why a Business Process Discovery is Essential BEFORE Making a Move

AMS | Consulting | fusionSpan

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 Justin Burniske | November 2, 2018

Ready to Transition Your Salesforce Org to Lightning Experience? Here Are 3 Things to Keep in Mind

AMS | fusionSpan | Salesforce | Technology

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 Karan Mohan | September 27, 2018

Complicated Integrations Made Easy with Zapier – Part 1

AMS | fusionSpan | Technology | Website Development

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 Manav Kher | August 21, 2018

Best Practices Around Salesforce Security Groups

AMS | Salesforce

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 Christopher Mudd | August 9, 2018

Synchronizing Single Sign-On (SSO) with a Domain Cookie, Part 2: Technical Considerations

AMS | Technology | Website Development

In the previous post, we went through an overview of SSO with a domain cookie. In this post, we’ll dig…

By Hans Stechl | July 25, 2018