Exceed your business goals with the Summer ’22 release by seamlessly integrating your data, finding meaningful insights, and building lifelong customer relationships. Disclaimer: Please consider that all the features listed below are not final and subject to change up to the time of the official release date for Summer ’22. The new Salesforce Summer ’22 update is packed... read more
Once you have Salesforce up and running, it’s important to have a strong team able to handle issues that will arise as you use the product. These could be bugs in the system, broken or new integrations, or new features needed to maximize your success. A Managed Services team should be by your side as you navigate Salesforce... read more
Salesforce is one of the most popular CRM software programs on the market. It’s often praised for its robust features such as the industry-specific offerings and its vision to transform customer services to help businesses grow. However, Salesforce can be difficult to manage. Luckily, Salesforce Managed Services can help organizations get the most out of their investment in... read more
What is Pardot? Or what is Marketing Cloud Account Engagement? (Pardot’s new name) In today’s digital world, all organizations realize the need to have robust Marketing Automation Software. Marketing automation software allows you to automate your marketing processes, streamline workflows, and track campaign results. In addition, it can serve as a central marketing database, allowing you to provide... read more
Businesses deal with a lot of data, and analyzing it in its raw form is frequently difficult. The quality and accuracy of the datasets you’re working with increase when you present them in attractive graphs, charts, shapes, and plots. Tableau is the most extensively used data visualization application. Tableau is a data visualization program that allows you to... read more
What is Tableau CRM and why you should look at Tableau CRM if you use Salesforce? Salesforce launched an integrated business intelligence solution with Einstein analytics in 2016. Subsequently Salesforce purchased the BI market leader when they acquired Tableau in 2019. That has lead to Salesforce renaming Einstein Analytics to Tableau CRM. Its expected that more of Tableau’s... read more
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 in the Salesforce ecosystem is that there are always new things to learn,... read more
Salesforce is constantly releasing new features and updates to their platform. The Spring ’22 Release is no different, with a ton of new features to help users be more productive and effective. In this blog post, we’ll highlight some of the most important changes and how they can benefit you. So whether you’re already using Salesforce or are... 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
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 that will support it. For those interested in the thought behind Salesforce’s move,... 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
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
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
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
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
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
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
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
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
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
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
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…)
