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.
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Using Approval Processes in Salesforce to Support Application Review | Tutorial
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.
Sending List Emails in Salesforce | Tutorial
We walk you through sending a group or mass email using the native Salesforce list email feature in just 5 easy steps.
Why a Salesforce Org Strategy Is Important and How to Start One
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.
The Impact of a Connected Campus
Elevation team member Katie Mrskos explores the human impact of implementing a Connected Campus
Nonprofit Cloud Spring ’21 Release Snapshot
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.
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