Making a custom app for your org.
Make a custom app for your Salesforce users, so they see what they need – when they need it.
Automating your org through Process Builder
Automation is a game changer for your org. Today, let’s take a quick walk through one automation tool for Salesforce – Process Builder
Using Appexchange in Salesforce
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 […]
Track your donation designations through General Accounting Units in NPSP
Improve your donation transparency without wasting a bunch of time by using the GAU object in Salesforce.
Connect your contacts to multiple accounts
Being able to connect a contact to multiple accounts is paramount for understanding your stakeholders. NPSP’s affiliations make it straightforward.