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Salesforce News and App Reviews

5 Things We Love About the SalesforceIQ for Sales Cloud App

By | Nonprofit Tech, Operations and Development, Salesforce News and App Reviews
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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.

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Working with Federal Poverty Guidelines in Salesforce (part 2 of 2)

By | CRM & Salesforce, Data Management, Salesforce News and App Reviews

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.

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App Review: AAKonsult Campaign Status

By | Attendance Tracking, Event Management, Salesforce News and App Reviews, Volunteer Management

Screen Shot 2016-02-24 at 5.41.33 PMCampaigns 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?

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Getting to Know Salesforce Files

By | Data Management, Salesforce News and App Reviews

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.

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