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30.072020August 6, 2020

Salesforce releases solution for Outbound Grants Management

By Pierre KaluznyIn FoundationConnect, FoundationsTags GMS, OFM, Outbound Funds, Salesforce

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...

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15.062020June 16, 2020

Salesforce’s Intent to Build a New Grant Management System

By Pierre KaluznyIn FoundationConnect, Foundations

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...

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24.032020April 12, 2020

Responsive Grants with Salesforce foundationConnect

By Pierre KaluznyIn FoundationConnect, Foundations

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...

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07.012020February 20, 2020

Are you using the .NET version of the foundationConnect portal?

By Pierre KaluznyIn FoundationConnect, Foundations, UncategorizedTags FoundationConnect

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...

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19.032019March 27, 2019

Upgrading foundationConnect 101

By Kymberli FengIn FoundationConnect, Foundations

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...

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21.012018January 22, 2018
Include Salesforce Files in a Conga Composer Merge

Include Salesforce Files in a Conga Composer Merge

By Kymberli FengIn Conga

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...

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21.012018January 21, 2018
What’s Possible for Foundations with Salesforce?

What’s Possible for Foundations with Salesforce?

By Pierre KaluznyIn FoundationConnectTags Dreamforce, foundation, FoundationConnect, grant management

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...

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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...

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11.112017November 11, 2017
Make Salesforce Intake Easier

Make Salesforce Intake Easier

By AimeeIn Connected Families, Human ServicesTags Human Services, Intake, social services

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...

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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...

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Recent Posts

  • Salesforce releases solution for Outbound Grants Management
  • Salesforce’s Intent to Build a New Grant Management System
  • Responsive Grants with Salesforce foundationConnect
  • Are you using the .NET version of the foundationConnect portal?
  • Upgrading foundationConnect 101

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