Last month, Salesforce announced the launch of SalesforceIQ for Sales Cloud app (Chrome extension for Gmail, iOS and Android Apps). We’ve test driven the Chrome extension and love what we’ve seen. If your organization uses GMail, here are five huge benefits to installing the app.
In Part 1, we focused on providing an overview of the Federal Poverty Guidelines package for Salesforce, and how to install and use it. In this part, we’re going much more technical, including instructions on how to “DIY” a solution if you’re not using the NPSP3 with Households.
This section is much more of a video tutorial, and below the videos are all of the components you’ll need to get started. Don’t worry – we’ll explain it all to you and we’ve saved you the trouble of typing it out.
Many nonprofits, particularly human-services focused nonprofits, have to incorporate federal poverty guidance information into their program management and reporting. This can be a bit of a pain to do, so we’ve put together a tiny Salesforce package to provide a helping hand!
Campaigns are a super useful tool in Salesforce, especially for nonprofit organizations looking to track their marketing and fundraising efforts, attendance to events or even programmatic offerings. However, creating and using a campaign is just the beginning.
The whole point of creating a campaign is to track its impact and how do we do that? With tracking its Campaign Members and Campaign Member Responses! Standardizing Campaign Member Status’s or responses is key to consistently measuring the impact of the types of campaigns you hold.
But did you ever notice that there are only two default Campaign Member Status values available to you?
Salesforce Files is a Chatter feature that allows for document collaboration between team members in an easy, efficient way. As Salesforce itself says, Files “reinvents file sharing for the enterprise, placing documents, videos, or presentations into the center of sales, service, and marketing processes.” The feature is very handy because it automatically updates the file (in all its locations) with new versions when ever you replace it, but keeps track of older versions, too.
A few weeks ago, we showed you some simple steps about integrating Campaign Monitor with your Salesforce instance. Today, we’ve got the same information about MailChimp, another mass emailer that integrates nicely with Salesforce. So, without further adieu, here’s how to sync the two services into one well-oiled machine…