It was already a busy year at Salesforce with the release of several new products such as Program & Case management. Well, today, Salesforce.org announced...
Salesforce’s Intent to Build a New Grant Management System
On June 15th, 2020, Salesforce announced a shift in the future innovation of their grants management solution. The news is that Salesforce is building a...
Responsive Grants with Salesforce foundationConnect
With the recent pandemic, more than ever, grant makers are playing a key role in assisting their communities. One example of such support is the...
Are you using the .NET version of the foundationConnect portal?
Salesforce first discussed the retirement of the foundationConnect .NET portal at the User Groups held at the Dreamforce and TAG conferences in November 2019. While...
Upgrading foundationConnect 101
1. Create a template for your partial sandbox first (what functions from your production database do you want to bring into your sandbox?) 2. Create...
Include Salesforce Files in a Conga Composer Merge
Are you using Salesforce Files to store documents? Are you using Conga Composer to create complex mail merges in Salesforce? Did you know you can...
What’s Possible for Foundations with Salesforce?
How Salesforce allows Foundations to go Beyond Grantmaking Salesforce provides foundations’ staff with more than just a grant management system. Some example are: CRM and...
Why you need a Salesforce administrator
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...
Make Salesforce Intake Easier
Why the Intake Process is Such a Pain Human service organizations often struggle to capture information during their intake process, usually scribbling down important information...
Salesforce Global Search: make it work harder for you
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...