It was already a busy year at Salesforce with the release of several new products such as Program & Case management. Well, today, Salesforce.org announced...
Archive for category: Foundations
Salesforce’s Intent to Build a New Grant Management System
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...
Responsive Grants with Salesforce foundationConnect
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...
Are you using the .NET version of the foundationConnect portal?
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...
Upgrading foundationConnect 101
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...
Why you need a Salesforce administrator
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...
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...