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...
Archive for category: FoundationConnect
Salesforce and Your Holiday Mailing List
I know, it’s barely November, and many of you are just starting to think about your Thanksgiving dinner menus. But I’m going to ask you...
Keep it up, Salesforce admin
Yeah yeah yeah, I hear some of you already. I thought I was not supposed to worry about upgrades with Salesforce. This is true for...
Salesforce Process Builder – Our new BFF
Remember those times when you asked questions like: Can Salesforce automatically create Payment records when a Request is Awarded? Can we collect custom information about...
Road to DF15: ICAN AZ
We covered the reasons you should go to DF in a previous post. This time, we want to let nonprofit organizations tell you what their...
Dreamforce: 1,2,3 GO!
Registration is now open for Dreamforce. For the procrastinators at there, we compiled 7 reasons you should register today: 1. SALESFORCE CRASH COURSE You might...
(Built in!) Duplicate Management from Salesforce
Just in time to cheer me up and remind me that Spring is around the corner (seriously, enough with the snow!), Salesforce released a duplicate...
A more personal side of Dreamforce
It was my 5th Dreamforce this year. One might think that I had seen it all by now, well keep on reading….Each Dreamforce has been different...
Dreamforce ’14
We recently attended Dreamforce, the annual Salesforce convention. Dreamforce is full of Salesforce User case studies, classes on Salesforce and 3rd party application functionality and...
Foundation Usergroup: Oct 2014
Last week was Dreamforce. Among the 130,000+ attendees, lots of foundations made the trip to San Francisco. roundCorner scheduled a FoundationConnect user group where the...