Did you know that FoundationConnect is for more than just tracking grants? Since it sits on the Salesforce.com platform, your organization has access to a...
12.042014November 1, 2017
Reporting Snapshots: Salesforce Reporting Trends Over Time
By satelliteIn Uncategorized
Are you curious to know how many active members you have each month? How many open cases your staff has been working on each week? ...
12.032014October 22, 2014
How to back up your Salesforce data – automatically!
How to schedule regular back ups of your salesforce data – it's a set of files that includes ALL your data (records, reports and attachments)...
12.032014October 22, 2014
How to Mass Edit in a Custom View
In a previous post, I contrasted two tools that mass edit Salesforce data – Demand Tools and Apsona. I also mentioned there is another way...
12.032014October 12, 2014
Does your emergency preparedness plan include the cloud?
By satelliteIn Uncategorized
In the aftermath of hurricane Sandy, many businesses in downtown Manhattan were brought to a halt. Office buildings were flooded, power was lost, servers were...
12.022014October 22, 2014
Salesforce Admins: Save time with Custom Buttons
This is a technique we use frequently with our clients. It helps save time by prepolutating fields for your users. For example, have you ever...
12.022014October 12, 2014
Bucketing Data: Simplifying and Grouping Data in Salesforce Reports
By satelliteIn Uncategorized
Bucketing is a relatively new reporting feature from Salesforce that allows you to simplify data in a report. You can quickly categorize your data in...
12.012014October 12, 2014
Is your sandbox expiring?
By satelliteIn Uncategorized
Did you receive an email from Salesforce with this subject? Yes. Don’t panic! Salesforce recently changed their policy and an unused sandbox will be deleted...