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  1. Raiser's Edge Migration Tips
    by Berkeley Baker — published Oct 23, 2018 — last modified Apr 09, 2019 03:09 PM — filed under: Blog, Data Migration, Tips & Tricks, Salesforce
    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 ...
    Located in Archive / 2018
    Raiser's Edge Migration Tips
  2. Record Types in Salesforce Explained
    by Berkeley Baker — published Nov 22, 2019 — last modified Jul 23, 2021 08:55 PM — filed under: Blog, Salesforce, Record Types, Objects
    Record Types are an extremely powerful function of Salesforce. Here’s a brief look at how to properly use them.
    Located in Archive / 2019
    Record Types in Salesforce Explained
  3. Redefining Remote Work: 3 Keys to a Thriving Digital Office
    by Jason M. Atwood (he/him) — published Dec 15, 2023 — last modified Apr 23, 2025 06:12 PM — filed under: Blog, Admin Tips, Skills
    The recent trend of “back to the office” for knowledge workers and the minor bashing of remote work are missing some keys to implementing a great remote work ...
    Located in Archive / 2023
    Redefining Remote Work: 3 Keys to a Thriving Digital Office
  4. Redesigning the Arkus Website
    by Katharine Atwood — published May 02, 2018 — last modified Apr 27, 2022 08:25 PM — filed under: Blog, Design, Arkus
    A refreshed version of the Arkus website has been released this month, along with this look at the process and some tips for approaching a website redesign (or ...
    Located in Archive / 2018
    Redesigning the Arkus Website
  5. Referral Management Options for Banks in Salesforce
    by Jason M. Atwood (he/him) — last modified Jul 16, 2014 11:38 AM — filed under: Blog, Referrals, Banking
    Let’s take a look at some options for tracking banking referrals in Salesforce.com.
    Located in Archive / 2014
    Referral Management Options for Banks in Salesforce
  6. Relate an Activity to Multiple Whats
    by James Bujold — last modified Jun 06, 2019 02:26 PM — filed under: Admin, Blog, Clients, Ideas
    Ever wanted a simple way to add more than one RelatedTo record to an Event? Keep reading.
    Located in Archive / 2017
    Relate an Activity to Multiple Whats
  7. Replacing Google Wave - Our Waveless Work Week
    by Justin Edelstein — last modified Nov 02, 2022 05:26 PM — filed under: Blog, Google, Google Apps, Google Wave
    Google Wave, Google’s real-time collaboration and communication platform is formally going read-only as of January, 2012 and will officially be retired ...
    Located in Archive / 2011
    Replacing Google Wave - Our Waveless Work Week
  8. Reporting on Attachments via Dataloader.io
    by Sylvia Cabral — last modified May 19, 2020 09:44 PM — filed under: Blog, Data Loader, Tips, AppExchange
    A process for exporting and reporting on the attachments within your Salesforce org using dataloader.io.
    Located in Archive / 2014
    Reporting on Attachments via Dataloader.io
  9. Review: Dataloader.io
    by Larry Salvatoriello — last modified Mar 11, 2014 09:31 AM — filed under: Blog, Data Loader, Salesforce.com, AppExchange
    Here is a review of Dataloader.io by MuleSoft, a Salesforce.com data loading tool.
    Located in Archive / 2014
    Review: Dataloader.io
  10. Risks of Self Implementing Salesforce
    by Larry Salvatoriello — last modified Jul 09, 2019 03:31 PM — filed under: Blog, 2017, Salesforce, Consulting
    A look into some of the risks associated when deciding on whether to self implement Salesforce.
    Located in Archive / 2017
    Risks of Self Implementing Salesforce
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