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. (more…)
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... read more
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, for you and your users, by creating a new certificate and transitioning all... read more
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 explanations on groups. Here’s an example: Say there is a marketing department Company... read more
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 excited about. You would be relieved to hear that transitioning to Lightning is... read more
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. For the purposes of this article, we will use a simple use case... read more
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 organization’s staff proactively respond to your organization’s trends and activities. Hint: If your... read more
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: Access MobilePush and GroupConnect admin pages from Setup. Enable the following Email Studio... read more
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 a security patch, which may require a little extra attention. Patching normally involves... read more
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 to simulate human conversation by using scripts and artificial intelligence. An Einstein Bot... read more
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 and customization when it comes to reports and dashboards. For some readers, you... read more
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 time to refresh your Sandbox’s metadata with the production org. Despite this, many... read more
The technology ecosystem has grown significantly since I started my career. There are stunning examples of what we can do with data and the right tools. Online meetings can now be captioned in real time for better accessibility. 3D printing, a data-hungry tech, is being used to build everything from human organs to houses. Most of these technologies... read more
Marketers already know that personalization is a key component to success in email communication. This personalization goes beyond “Hello, Komal” and can be used to provide relevant information to contacts. For example, users would include a contact’s Member ID or membership level when communicating about upcoming renewals. Handlebar Merge Language is named for the curly brackets around the... read more
Comparing data between systems is necessary for businesses that are looking to migrate, adjust or back up data. The issue, however, is that data comparisons are tedious, repetitive, and time-consuming. Users have to detect changes that occurred in multiple cells under the same record, with potentially millions of records existing in the compared objects. In a member-based organization,... read more
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 Salesforce, such as Fonteva or Nimble AMS. What is the best way to... read more
