In Part I of this blogpost I covered how the familiar Notes and Attachments related list is giving way to the new, separate Notes and Files objects in Salesforce.
In this post we’ll look at how to convert your existing Notes and Attachments to new Notes or Files. Whether you need to do this depends on how and how frequently you used these tools. Some of our clients are very conscientious about using Notes to update every interaction they have, and often report on these.
Salesforce has been making noises since at least 2016 that the “Notes and Attachments” related list is not long for this world. With the Winter 2018 update, they are making good on this promise.
However, there’s no need to panic, as they are 1) allowing users to preserve all their existing notes and attachments; and 2) replacing “Notes and Attachments” with two full-fledged objects—“Notes” and “Files,” with the effect of vastly increasing the usefulness of these functions.
In this post I’ll be showing you how to activate and use the new objects and discuss the enhanced functionality.
Salesforce has begun updating its security encryption standards, which potentially impacts any third party software that makes a real-time connection into Salesforce. Everything on the internet will be forced to be TLS1.1 compliant in 2018, but Salesforce has decided to go a year early. In order to ensure that your Salesforce will continue to work as smoothly and efficiently as always, we are recommending three actions: test your browser, update Outlook for Salesforce, and use third party compliant software. The full blog post lists the software that we have found compliant, and details our recommendations.
501Partners works with many organizations that need to know if their program participants are above or below the Federal Poverty Line. We created the Federal Poverty Guidelines for the NPSP App as an extension of the Nonprofit Starter Pack 3’s Household Account model to help nonprofits keep track of this information without having to look up the information in the federal tables or manually compute a percentage. Read More
If you received an email from Salesforce with the title “Identity Confirmation Change with Spring ‘16 Release,” you may wonder if it will affect you and the other Salesforce users in your organization. The answer is: this security upgrade requires a small amount of effort to remind Salesforce that you are a trusted user, but it isn’t too much work on your end.
Salesforce just made grants management a whole lot easier. Salesforce.org (formerly the Salesforce Foundation) has added grants management fields to the most recent edition of the Salesforce Nonprofit Starter Pack (NPSP), enabling greater efficiency of time and effort for managing your external grants. If you are a nonprofit or foundation, this is exciting news for your development director!
If you use FormAssembly to manage your online forms, then you’ve probably noticed that it looks completely different. The new version, called “Gemini,” has been released to all current users. From our perspective, it is more of a user interface upgrade than a change to current functionality. One big plus is that FormAssembly has added a few new features around creating, filtering and editing reports. For those of you who live on your mobile device, you can now access your form settings and responses right from your phone.
MapAnything is an incredibly powerful and robust geo-analytics tool available to Salesforce users. It’s a visual tool that is ideal for marketing and development, with clear applications for team and business management. While MapAnything wasn’t specifically designed for nonprofits, it’s a very translatable utility. We’re big fans, and we want to tell you why.
Think of Salesforce as its own country, and these nine terms and ideas as the first words or phrases you need to get around. With these key phrases, you’re on the road to nonprofit Salesforce fluency: tracking constituents, segmenting them, grouping them, understanding their relationships with you, and customizing them into a working database for your needs.
If you want to speak Salesforce, and understand how to apply it to a nonprofit organization, begin your journey here:
We often tease that Salesforce excels in functionality, not beauty. The Salesforce interface has had a 1990s look since…the 1990s, but it’s finally been gifted with a massive facelift! Salesforce Lightning is a modern, future-forward look that is streamlined, mobile friendly, and intuitive. More user friendly than ever before, the Lightning Winter ‘16 release reminds me of the current mobile experience, Salesforce1. While there are some functionality upgrades, Lightning at its core is a cosmetic upgrade. Not that we’re complaining at 501Partners.
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