login

Tip of the Week

Archive | Tip of the Week

Tip of the Week – Choosing 1-to-1 or buckets of fun in Salesforce Nonprofit Starter Pack

Keeping track of interactions and transactions with individuals rather than businesses can be challenging. Salesforce offers the option of enabling Person Accounts, but there are some significant considerations to keep in mind here. The Nonprofit Starter Pack offers a solution which avoids Person Accounts which is worth investigating whether or not your organization is a […]

Continue Reading 1

Tip of the Week – Save time and go green sending faxes straight from Salesforce via Email and Workflows

Fax machines are a thing of the past. Nowadays, most of us send documents electronically via email. Simply find your attachments, add them to your email, write up a message (or cover letter, if you will), and push send. Knowing this, Salesforce and popular apps such as Conga Merge have tons of great features built […]

Continue Reading 3

Tip of the Week – Clean up your org with Country and State picklists in Salesforce

For years now, system admins and users have been begging for the ability to choose Country and State from picklists in Salesforce. With the standard text fields, every time someone writes “Ca” instead of “CA”, or “USA” or “US” instead of “United States”, the reports you use to group accounts and contacts by their location […]

Continue Reading 1