What if you didn’t have to open each record to change a simple field? Or what if you could make the same edit to multiple records all at once? That’s what this video is all about! Helpful Links Help article for what mass editing is Mass editing – all the ways. What fields can’t be […]
How to use the Appexchange.How to use the Appexchange.Just like for your phone, there is a whole world of Apps out there for Salesforce. Here’s the basics of how to find, install, access, and uninstall an app from the AppexchangeHelpful LinksAppexchange Basics – TrailheadIf Appexchange is disabled, here’s how to enable it.Browse the Appexchange here.Feeling […]
The easiest way to help your staff enter data correctly is to customize their page layouts. That way what they need is right in front of them.
Are you a new Salesforce Administrator? Adding fields is an absolutely necessary skill for you to learn.
See your contact’s connections to one another at a glance, easily and quickly using relationships in NPSP
Improve your donation transparency without wasting a bunch of time by using the GAU object in Salesforce.
Being able to connect a contact to multiple accounts is paramount for understanding your stakeholders. NPSP’s affiliations make it straightforward.
Understanding NPSP will help your team better use and leverage Salesforce in order to make your nonprofit run more smoothly.
Relationships between objects are a key function of any CRM. Knowing what the three basic types will help you nderstand your Salesforce.
Maybe it’s a custom object that you created but you can’t figure out how to create a report on it. Or maybe you want a report that shows you related objects but you can’t find the right one in that long list of built-in reports. Either way, it can be incredibly useful to learn the […]