By Mike Chevrette, Senior Associate at Attain
Memorial Day marked the start of summer and we have officially entered summer in the Salesforce ecosystem! The Summer ’19 release is in the process of rolling out and includes new features, bug fixes, and some cool new stuff. Salesforce schedules three releases each year (Spring, Summer, Winter) to deliver new features, enhancements, and fixes. This routine schedule lets clients know when...
By Chris Pifer, Principal Consultant, Salesforce Services Group
This post originally appeared on Salesforce.org on March 1, 2019. While January is behind us, to keep New Year’s Resolutions going past February, it helps to get support from friends! What better place to turn than the Salesforce Ohana for some inspiration? For lessons from some of the most efficient and lean organizations in the world, the Boston Athletic Association (B.A.A.), organizer of the...
By Anne Early, Principal Consultant, Salesforce Service Group
This post originally appeared on Salesforce.org on December 6, 2018. 5 Tips for Maximizing Your Marketing Impact with Pardot & Salesforce With all the challenges facing our world today, your nonprofit’s mission is essential to turning changemaking ideas into reality. Making a difference in people’s lives is hard work, but sharing your message with donors should be easy. Thankfully, marketing...
By Wendy Jaccard, Principal Consultant, Salesforce Services Group
Moving from one CRM system to another is never easy. There’s all the new and different functionality to learn and explore, the new lingo to figure out, and the biggie—data migration. Future business processes and the mapping of your data go hand-in-hand. No matter what your business processes will be, there are features and functions in Raiser’s Edge (RE) that most organizations use when they...
By Allison Letts, Senior Consultant, Salesforce Services Group
Importing data into your Salesforce org can be stressful--requiring lots of planning, mapping and testing. Yes, the real stress comes after you run the report. Suddenly, your co-workers are complaining about the thousand extra chatter notifications they’re getting, and to-do tasks are popping up on cases that were resolved 10 years ago. Why? You didn’t turn off your automation. And, no wonder as...

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