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Hot Topic – Salesforce Based Platforms
By Linh Hoang | February 27, 2015AMSAPIASAE

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…)

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Non-Profit Tech Podcast: Salesforce with Kristan Singleton
By Justin Burniske | September 1, 2016CRMnon-profitPodcast

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

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Refresh expiring Salesforce X509 certificates
By Manav Kher | September 14, 2017certificateSalesforce

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

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Common Issues for Organizations New to Salesforce (And How to Avoid Them!)
By Himali Shah | June 7, 2018AMSAssociationfusionspan

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 shiny, new AMS?... read more

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Best Practices Around Salesforce Security Groups
By Christopher Mudd | August 9, 2018AMSSalesforce

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

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Ready to Transition Your Salesforce Org to Lightning Experience? Here Are 3 Things to Keep in Mind
By Karan Mohan | September 27, 2018AMSfusionspanSalesforce

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

Complicated Integrations Made Easy with Zapier – Part 2
By Manav Kher | November 19, 2018AMSDevelopmentfusionspan

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

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Falling in Love with Salesforce Reports
By Swathi Patnam | February 14, 2019AMSSalesforcetechnology

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

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October 2019 Salesforce MC Release Update
By Courtney Moore | October 7, 2019Salesforce

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

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Preparing for the Salesforce Spring ’20 Patch
By Steve Brodt | February 27, 2020AMSAssociationSalesforce

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

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Improve Your Association’s Customer Service With Salesforce Einstein Bots
By Justin Vo | September 17, 2020Customer ServiceEinsteinmembership

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

Deliver Value to Association Members by Leveraging Fonteva Reports
By Ashish Puduserry | October 22, 2020AssociationBest PracticesSalesforce

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

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Set Yourself Up for Success with Salesforce Sandbox Refreshes
By Himali Shah | May 13, 2021Salesforce

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