Admin Tools vs Coding: So you Think you can Autonumber? Part One
In the first of this two-part series, we’ll take a look at how a developer might configure autonumber functionality with code.
Configuring Customizable Rollups in NPSP: Part Three
In the third installment of a three-part series, we examine some common yet somewhat tricky use cases fundraisers face and some clever solutions using Customizable Rollups in the Nonprofit Success Pack (NPSP).
Pardot Tags and why you Should use Them
Pardot tags are a sometimes overlooked tool in Pardot, but they can be used to organize your marketing data and gain more insights from your content and prospect lists.
Financial Services Cloud: Adding Custom Financial Accounts
The Financial Services Cloud comes with several standard record types for tracking financial accounts, but adding custom record types and displaying them on the Account page layout requires a little extra work.
Spring 19 - Ideas Delivered
Salesforce again delivers on Ideas from the Community in the Spring 19 release.
Configuring Customizable Rollups in NPSP: Part Two
In this second part of a three-part series, learn how to configure your own customized rollups and how Hard and Soft Credits work with Customizable Rollups in the Nonprofit Success Pack (NPSP) feature.
Ready for Spring 19 - Episode #301 of CloudFocus Weekly
Back in the groove with Spring 19 and all of the fun new features we already have.
Spring 19 - Welcome Back Reports & Dashboards
Writing this on Valentine's Day and my heart couldn’t be beating more loudly for Salesforce, as I go through all of the amazing Spring 19 report and dashboard features.
Spring 19 - Top Ideas on the IdeaExchange
With Spring 19 behind us, what’s up next to deliver on the IdeaExchange?
Configuring Customizable Rollups in NPSP: Part One
In this first part of a three-part series, learn the lingo and be empowered by understanding the options for summarizing critical donor data in the Nonprofit Success Pack.
Why We Don't Use Project Plans
There are a lot of unconventional things we do at Arkus, but one of the ones we get asked about all the time is “Why don’t you use traditional project planning software and things like Gantt charts?”. Thought I would take a second to answer that for everyone, all at once, and to share a little more of our thinking.
How to Drive User Adoption
User Adoption should be an interactive, collaborative experience for all users, and here’s why.
Cloud Computing Predictions for 2019
Another year, another set of crazy predictions about what will happen in the Cloud (and Salesforce) space for 2019.
Salesforce Spring 19 - Speed Up The Gaps
Spring has sprung, right?! As I sit here on a dreary January afternoon, writing a blog post about Salesforce Spring 19, it dawned on me that it’s not even really Winter just yet in the Northeast…well, here goes nothing.
Salesforce Spring 19 - Release Highlights
Let’s take a look at some of the new features that Salesforce is bringing us in the Spring 19 Release.
This One Goes to 300 - Episode #300 of CloudFocus Weekly
We celebrate our 300th episode with news, special guests and some surprises.
Preparing to Use Your Pardot Palette
Approaching a marketing or communication initiative when you have a robust tool like Pardot involves deciding what elements of the platform are best for the job, so how can you prepare yourself to make these decisions?
Debate: Lightning vs Classic - Episode #299 of CloudFocus Weekly
Debating Salesforce Lightning, pros and cons, what we love and hate.
Cheat Codes for Life - Episode #298 of CloudFocus Weekly
We go over a great article about life cheat codes, which ones we liked and that we use.
Tips for Selecting the Right Third Party Application
While Salesforce provides a lot of out-of-the-box functionality, sometimes you may need help selecting a third party application to bridge the gap between it and an outside product.
Tell Me A Story - Storytelling and Salesforce
The use of storytelling in Salesforce practices.
Thankful - Episode #297 of CloudFocus Weekly
Things we are thankful for as we enter into the holiday season.
Higher Education Data Architecture at Dreamforce
This year’s Dreamforce Education Cloud Keynote focused on higher ed institutions and how they are improving and modernizing the student experience through Salesforce and the Higher Education Data Architecture (HEDA). Now, let’s get into the highlights of what we saw and how HEDA, the star of the show, made it all possible.
Top Free Salesforce AppExchange Apps for Nonprofits
These no-cost tools will raise your org to the next level.
Rebel Yell - Episode #296 of CloudFocus Weekly
Automating Chatter posts, Pro Bono resources, Raiser’s Edge Migrations, Winter 19 and Salesforce buys Rebel.
Winter 19 Release: Spare the Critters
A Meditation on Human Evolution, Values-Based Leadership, and the Power of the Mascots
Raiser's Edge Migration Tips
Migrating data from Raiser’s Edge can be difficult, but with these best practices that I have developed from past migrations, the move to Salesforce will be easier.
Pro Bono Salesforce Resources
What free consulting resources are available to help your organization get the most out of Salesforce?
Community Cloud Winter 19 Updates Are Here
An overview of new features for Community Cloud that have been rolled out from the Winter ‘19 release.
Automated Chatter Posts in Salesforce Communities with Process Builder and Flow: A Collaboration Story
Part how-to, part example of the power of the Trailblazer Community, here is how a couple of Arkies figured out how to use automation to generate meaningful chatter posts in a Community.