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.
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.
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.
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.
So you’re just getting started with Salesforce, a powerful CRM that offers users a great deal of functionality, and unlimited possibilities! Or, maybe you are using power association management solutions (AMS) powered by Salesforce, such as Fonteva’s MemberNation or Community Brands’ Nimble AMS. What is the best way to hit the ground running with your […]
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 we discuss how ERS is leveraging Salesforce, challenges they faced in transitioning to using a CRM, as well as several of the features ERS has started using that go beyond just managing contacts. We also get into how ERS has integrated Salesforce with their online tools, allowing them to better understand the value the tools offer and how people are leveraging the tools.
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 in this arena.