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Archive for category: FoundationConnect

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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02.112015November 2, 2015

Salesforce and Your Holiday Mailing List

By Larissa NealeIn Connected Families, FoundationConnect, Salesforce Quick Start

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...

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05.082015August 5, 2015

Keep it up, Salesforce admin

By Pierre KaluznyIn Connected Families, FoundationConnect, Salesforce Quick Start

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...

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03.082015August 3, 2015

Salesforce Process Builder – Our new BFF

By Crystal MathewsIn Connected Families, FoundationConnect, Salesforce Quick Start

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...

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27.042015April 27, 2015

Road to DF15: ICAN AZ

By Pierre KaluznyIn Connected Families, FoundationConnect, Salesforce Quick Start

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...

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08.042015April 8, 2015

Dreamforce: 1,2,3 GO!

By Pierre KaluznyIn Connected Families, FoundationConnect, Salesforce Quick Start

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...

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06.032015November 2, 2015

(Built in!) Duplicate Management from Salesforce

By Larissa NealeIn Connected Families, FoundationConnect, Salesforce Quick Start

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...

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21.112014November 21, 2014

A more personal side of Dreamforce

By Pierre KaluznyIn Connected Families, FoundationConnect, Salesforce Quick Start

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...

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02.112014November 2, 2014

Dreamforce ’14

By Pierre KaluznyIn Connected Families, FoundationConnect, Salesforce Quick Start

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...

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22.102014October 22, 2014

Foundation Usergroup: Oct 2014

By Pierre KaluznyIn FoundationConnectTags Community, Dreamforce, FoundationConnect, Usergroup

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...

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