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In this video we show how to use native list views in Salesforce lightning to pull a targeted list of records such as leads, contacts or opportunities.
In this short video we will demonstrate how to use the native Salesforce approval process functionality to support admissions application review. While this example uses a higher education process, it can be easily modified to support a variety of approval processes.
We walk you through sending a group or mass email using the native Salesforce list email feature in just 5 easy steps.
Creating a strategy doesn’t have to take a lot of time and can be a great way to confirm you’re architecting the solution correctly, determine how you maintain the integrity of your system long term, set expectations with users, get ahead of concerns, and more.
5 things to consider when deciding if a single Salesforce org is best for your various education departments.
Elevation team member Katie Mrskos explores the human impact of implementing a Connected Campus
Deciding between Commerce Cloud and Experience Cloud? What’s the difference and which may be right for your team? We’re here to help.
The Nonprofit Cloud Spring ’21 release is live! This is an exciting and packed release so Elevation Solutions team member, Jeanne Jobes, gathered some release components and broke each down to what it is and what’s new about it.
Elevation Solutions Consultant, Nicole Parrish, shares her favorite features of Salesforce’s Spring ’21 Release.
Solutions like Salesforce are imperative to helping organizations like Waltham Partnership for Youth adapt to new programs and rapidly changing priorities.
Elevation Solution’s CEO, Sarah Ross, has some pointers for those who are excited to share the Salesforce platform with their team, but could use some more insight on how to get (and keep) acceptance and participation. Understand the Pain Points The path to getting...
Jillian Proia, one of our lead Marketing Cloud and Pardot Implementation Consultants, says the capability of your team, complexity of your data model, and overall requirement of the platform are major factors to consider when deciding between the two options.