Did you know that there are THREE different list views available to you in Salesforce/NPSP? Let’s dive in to see what they are.Helpful LinksTrailhead – Kanban view + path = success.Salesforce help – Split viewSalesforce Ben – Split view guideMass editing within list views – videoFeeling like you want some help?Schedule your callGet the newsletter
Admin basics – creating a new field in Salesforce. This is a key piece of knowledge to make Salesforce work for your organization.
Engagement plans are the secret-sauce to easily automating the creation of repetetive tasks for your team.
Helpful Links Levels – Documentation on Power of Us Levels/Engagement plans in NPSP – Trailmix if you’ve got some time. Levels Module on Trailhead if you are short on time. Feeling like you want some help?Schedule your callGet the newsletter
Custom dashboards allow you and your users to get a far better understanding of what’s going on in your organization.
Customizing the home page allows you to make sure that pertinent info is showing up for your team right when they log in.
Make a custom app for your Salesforce users, so they see what they need – when they need it.
Workflow Rules – what are they, how do they work, and why you need to know about them.