Before end of year efforts kick back up, get a head start on org maintenance and avoid scrambling to make your nonprofit team’s Salesforce org campaign, event, and communication ready!
Salesforce integration users have arrived! This new user is here to make system-to-system integrations more secure and org best practices easier to maintain.
Salesforce’s Spring ‘23 Product Release became generally available this week and is jam packed with helpful updates. This post includes some aspects of this release we’re excited about. If you have a component in mind you don’t see below but would like to know more about, let us know!
One of our wonderful Consultants, Kelly Scott, shares some unique training tips that promote great end user adoption!
As of Feb 1, 2022, multi-factor authentication (MFA) will be required to access all Salesforce products. Not to worry! Salesforce made sure plenty of resources were created to make this update manageable.
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.