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, […]