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...
Clone Campaign Members with List Views (hack!)
One question I get a lot is how can I clone campaigns WITH campaign members. The...
Getting Around Salesforce List View Limitations
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...
Using Apex for Automated Payment Numbering
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...
Review and how to: Declarative Rollup Tool for Salesforce
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...
Long live the NPSP
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...