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Have you ever found yourself trying to figure out how to create a flow, update a page layout, or create a complex formula field, and you can’t get it to work? I sure have. One of the things that I am constantly reminded of working…

This blog was originally published on June 7, 2018. So you’re just getting started with Salesforce, a powerful Customer Relationship Management (CRM) platform that offers users a great deal of functionality, and unlimited possibilities! Or, maybe you are using Association Management Solutions (AMS) powered by…

Beginning February 1, 2022, Salesforce will require customers to enable Multi-Factor Authentication (MFA) in order to access Salesforce products. In our opinion, this is a good move by Salesforce. We always recommend our clients to enable MFA on any and all of their IT systems…

This blog was originally published on March 28, 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 Salesforce Sandbox environment, we highly recommend taking the…

In today’s age of digital transformation, leveraging data efficiently and effectively is imperative for associations looking to deliver consistent value to their members. We often work with clients leveraging platforms such as Salesforce and Fonteva, which are tools that offer a wide range of functionalities…

What are Einstein Bots? Whether you know it or not, chances are you have encountered a chatbot while using the internet. Many chatbots can be found immediately when visiting a website, as they exist to greet the visitor and help guide them. Chatbots are designed…

What is Happening If you use Salesforce or a platform built on the system, then you are probably well aware of the Salesforce Spring ‘20 release, which came out on February 17, 2020. Although the releases are a regular Salesforce event, the latest one contains…

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. Marketing Cloud Setup:…

Roses are red, Violets are blue, We love Salesforce reports And we hope you do too! Salesforce provides standard report types which can be used to build reports summarizing and analyzing your organization’s data. Salesforce reports are a powerful tool that helps you and your…

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. There are hundreds of Zapier connectors that we can use to integrate various systems together.…

We’ve all gone through change —sometimes good, sometimes bad—but worst of all is the unknown. 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…

What Is a Salesforce Group? 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. Salesforce offers some great…

Tired of receiving the “You have one or more certificates in your Salesforce org XYZ* that will expire soon…” notices? Or worse, when your CEO receives it and sends a panicked email to you at 3 in the morning? You can solve the countless email bombardment,…

Salesforce, by its very name, sounds like a product that only for-profit companies can leverage. Yet, as Kristen Singleton –  Director of Tools and Technologies at Education Resource Strategies (ERS) – explains, Salesforce can play a significant role in the information management at non-profit organizations as well. On this podcast…

There has been lots of buzz lately in ASAE’s Collaborate community regarding Salesforce based AMS/CRMs for associations. Since we’ve got our fingers on the pulse of new trends in the association world, we thought we’d share our thoughts and let you hear from an expert…

As I enter the large exhibit hall at the Gaylord National Resort and Conference Center, I’m immediately surrounded by hundreds of people, all here for one purpose – to see what’s “new” in the technology world. Wandering around the ASAE Technology Conference and Expo, one…