Picklists can save time and create high-quality data in your org by removing typing errors for common responses. BUT Salesforce also has some interesting quirks with the way they use picklists. Today we’ll talk about how to set them up, and what you need to know to be successful using them. Helpful Links Getting started […]
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.
It helps when you are starting to setup your Salesforce to think big picture. Today we talk about a useful way to approach this process. Links: How to sign up for SalesforceObjects, Record Types, and Fields – OH MY!Trailhead – Getting started in Salesforce
There are a LOT of options for nonprofits when it comes to CRMs. So why might you, and why might you not, choose Salesforce for your organization? That’s the question that we discuss in today’s video.
Getting started in salesforce can feel pretty overwhelming, especially if you’ve never worked in a database or CRM before. So today we are going to take a look at some of the structure behind Salesforce in order to help you build a database that reflects your organization. As you go through your data modeling process, […]
What is a CRM anyway?Today, let’s talk about what a CRM (customer relationship management) system IS. You don’t have to be a technology wizard to be able to understand what it is and how it can help your nonprofit create a greater impact in your community.Additional LinksNonprofit CRM comparisonWhy you might choose Salesforce for your […]
How to sign up for Salesforce as a non-profit Your nonprofit has decided to use Salesforce as your CRM, hooray! So how do you actually go through and sign up for those 10 free licenses? In order to save you time, we’ll go through the steps:1. The very first step is to sign up for a […]