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16.102017November 30, 2017
How Salesforce Helps Track Parent Matching Activities

How Salesforce Helps Track Parent Matching Activities

By AimeeIn Connected Families, Human Services, Uncategorized

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...

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25.092017September 26, 2017
Easy Peasy Date Filters in Salesforce Reports

Easy Peasy Date Filters in Salesforce Reports

By AimeeIn Connected Families, FoundationConnect, Salesforce Quick Start

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...

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20.092017October 4, 2017
Winter is coming. Notes and Attachments are dying.

Winter is coming. Notes and Attachments are dying.

By Kymberli FengIn FoundationConnect, FoundationsTags FoundationConnect, Salesforce, Salesforce Applications, Salesforce Features

Salesforce will be killing the Notes & Attachment list buttons in the next release – Winter ’18. Prepare yourself.  Did you know the NOTES & ATTACHMENTS list...

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24.072017November 11, 2017
HIGHLIGHTS! foundationConnect Summer’17 release

HIGHLIGHTS! foundationConnect Summer’17 release

By Crystal MathewsIn FoundationConnect

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...

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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...

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05.012017January 5, 2017

Getting Around Salesforce List View Limitations

By Crystal MathewsIn Uncategorized

The ability to edit multiple records from List Views is a great feature of Salesforce. However, there are a couple of frustrating limitations to the...

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08.112016November 8, 2016

Using Apex for Automated Payment Numbering

By Pierre KaluznyIn FoundationConnect

Our friends at the Haas Jr. Fund finally decided they’re tired of having to manually sort and number their Grant Payment records.  After considering their...

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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...

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27.092016January 5, 2020

Long live the NPSP

By Pierre KaluznyIn Connected Families, Salesforce Quick StartTags Nonprofits, NPSP, Salesforce, Success Pack

What do a human services organization like Parent to Parent of Georgia, an art organization like Art-Reach and a foundation like Blandin Foundation have in...

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19.092016September 22, 2016
What I Learned at My Second NPSP Sprint

What I Learned at My Second NPSP Sprint

By Pierre KaluznyIn UncategorizedTags Boston, Community, Contribution, Nonprofit, NPSP, Salesforce.org, Sprint

Last week I attended my second NPSP sprint event.  In a lot of ways it was similar to my first experience, but it was also...

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