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Author archive for: larissa



19.112017January 17, 2018
Why you need a Salesforce administrator

Why you need a Salesforce administrator

By Larissa NealeIn Connected Families, FoundationConnect, Foundations, Human Services, Salesforce Quick Start

Is it important to have a dedicated Salesforce administrator? You bet. Here’s why you need one, what they’ll do, and who it should be. One...

0
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11.112017November 11, 2017
Salesforce Global Search: make it work harder for you

Salesforce Global Search: make it work harder for you

By Larissa NealeIn Uncategorized

Salesforce global search is a robust search feature that allows you to search almost every field in every record of Salesforce. Read on for some...

0
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15.032017November 11, 2017
Clone Campaign Members with List Views (hack!)

Clone Campaign Members with List Views (hack!)

By Larissa NealeIn Connected FamiliesTags Salesforce, Salesforce Features

                  One question I get a lot is how can I clone campaigns WITH campaign members. The...

0
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31.102016October 31, 2016

Review and how to: Declarative Rollup Tool for Salesforce

By Larissa NealeIn Connected Families, Salesforce Quick StartTags Salesforce Applications

One of the limitations of Salesforce I often run into is the inability to create rollup summary fields for lookups. If you’ve hit this wall...

1
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02.112015November 2, 2015

Salesforce and Your Holiday Mailing List

By Larissa NealeIn Connected Families, FoundationConnect, Salesforce Quick Start

I know, it’s barely November, and many of you are just starting to think about your Thanksgiving dinner menus. But I’m going to ask you...

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15.102015October 15, 2015

It’s coming! The Connected Families 2015 release!

By Larissa NealeIn Connected Families

Great news for our Connected Families organizations! Starting October 19 we’ll begin to deploy the 2015 Connected Families Release to all our annual maintenance clients!...

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06.032015November 2, 2015

(Built in!) Duplicate Management from Salesforce

By Larissa NealeIn Connected Families, FoundationConnect, Salesforce Quick Start

Just in time to cheer me up and remind me that Spring is around the corner (seriously, enough with the snow!), Salesforce released a duplicate...

1
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20.022015February 20, 2015

Is your sandbox expiring?

By Larissa NealeIn UncategorizedTags Salesforce Features

Did you receive an email from Salesforce that your sandbox is expiring? Don’t panic! Salesforce’s sandbox policy is that any unused sandbox will be deleted...

1
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17.022015February 17, 2015

Salesforce Google Maps feature Spring ’15 release

By Larissa NealeIn UncategorizedTags Salesforce Features

Why are there suddenly maps in my Organization and Contact records (and how do I get rid of them)? One of the features I’m most...

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