Salesforce’s Intent to Build a New Grant Management System
June 15, 2020
On June 15th, 2020, Salesforce announced a shift in the future innovation of their grants management solution. The news is that Salesforce is building a
On June 15th, 2020, Salesforce announced a shift in the future innovation of their grants management solution. The news is that Salesforce is building a
With the recent pandemic, more than ever, grant makers are playing a key role in assisting their communities. One example of such support is the
Salesforce first discussed the retirement of the foundationConnect .NET portal at the User Groups held at the Dreamforce and TAG conferences in November 2019. While
1. Create a template for your partial sandbox first (what functions from your production database do you want to bring into your sandbox?) 2. Create
How Salesforce allows Foundations to go Beyond Grantmaking Salesforce provides foundations’ staff with more than just a grant management system. Some example are: CRM and
Is it important to have a dedicated Salesforce administrator? You bet. Here’s why you need one, what they’ll do, and who it should be. One
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
Salesforce will be killing the Notes & Attachment list buttons in the next release – Winter ’18. Prepare yourself. Did you know the NOTES & ATTACHMENTS list
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
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