We explain the different between data migration and data integration, provide an example specific to higher education, and provide key technical requirements for a data migration.
Two Options for Automation in Salesforce | Tutorial
In this video tutorial we review automation in Salesforce using process builder and flow. We’ll compare the two methods and address why we suggest flow for most situations.
How to Create Donor Retention Reports in Salesforce | Tutorial
In this detailed tutorial we’ll walk you through how to calculate donor retention and donor churn, generate and customize Salesforce reports that provide these metrics, and add your report to a dashboard.
Easily Manage Salesforce Records with Salesforce List Views | Tutorial
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.
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.