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...
How Salesforce Helps Track Parent Matching Activities
Can you easily answer the following questions about your P2P program? Where are the majority of my support parents located? What else can they support...
Easy Peasy Date Filters in Salesforce Reports
Do you need to run reports that show records that have 2 relative date filters? Say, all contacts that were created last year AND whose...
Winter is coming. Notes and Attachments are dying.
Salesforce will be killing the Notes & Attachment list buttons in the next release – Winter ’18. Prepare yourself. Did you know the NOTES & ATTACHMENTS list...
HIGHLIGHTS! foundationConnect Summer’17 release
foundationConnect’s Summer ‘17 release has a few new features (4), a bunch of improvements (11) and fixes (15). We are going to describe the new...