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Utilizing Quip Connect for Salesforce to Improve Team Collaboration
by Crystal Saetern
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published
Aug 23, 2018
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last modified
Jun 11, 2019 11:25 AM
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filed under:
Blog,
Quip,
How-To
An overview of how Quip Connect for Salesforce can be used as a collaboration tool to increase productivity and transparency of data for your teams and shared ...
Located in
Archive
/
2018
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Audit Fields and Your Salesforce Data Migration
by Hayley Tuller
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published
Jul 18, 2019
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last modified
Jul 18, 2019 12:04 PM
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filed under:
Blog,
Data Migration,
Admin Tips,
How-To
How to use the “Create Audit Fields” permission to capture valuable insights otherwise lost in the migration to a new org.
Located in
Archive
/
2019
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Usability Wins with Dynamic Lightning Pages in Salesforce
by Amy Bucciferro
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published
May 23, 2018
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last modified
Jun 11, 2019 10:26 AM
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filed under:
Blog,
Admin Tips,
LEX,
How-To
How Dynamic Lightning Pages can address some common requests in perhaps surprising ways.
Located in
Archive
/
2018
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Automated Chatter Posts in Salesforce Communities with Process Builder and Flow: A Collaboration Story
by Amy Bucciferro
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published
Oct 08, 2018
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last modified
Jun 11, 2019 11:18 AM
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filed under:
Blog,
Automation,
Admin,
How-To
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 ...
Located in
Archive
/
2018
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Configuring Customizable Rollups in NPSP: Part One
by Hayley Tuller
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published
Feb 13, 2019
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last modified
Apr 03, 2019 12:46 PM
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filed under:
Blog,
How-To,
NPSP,
Admin Tips
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 ...
Located in
Archive
/
2019
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Summer 18 Mass Quick Actions
by Hayley Tuller
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published
Jul 02, 2018
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last modified
Aug 08, 2018 09:46 AM
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filed under:
Blog,
Summer 18,
Admin,
How-To
Mass Quick Actions in Summer ‘18 is a game changer for anyone who needs to update a heap of records quickly, and especially for those working at a nonprofit!
Located in
Archive
/
2018
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Updating Latest Child Record on Parent Layout in Salesforce Lightning
by Ashley Leifer
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published
Oct 02, 2018
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last modified
Jun 11, 2019 11:07 AM
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filed under:
Blog,
Lightning Experience,
Record Types,
How-To
How to update the latest child record on a parent layout in Salesforce Lightning Record Pages.
Located in
Archive
/
2018
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Configuring Customizable Rollups in NPSP: Part Two
by Hayley Tuller
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published
Feb 28, 2019
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last modified
Feb 28, 2019 02:51 PM
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filed under:
Blog,
NPSP,
How-To,
Admin Tips
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 ...
Located in
Archive
/
2019
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Admin Tools vs Coding: So you Think you can Autonumber? Part Two
by Mario Di Genio
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published
Apr 16, 2019
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last modified
May 10, 2019 06:36 PM
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filed under:
Blog,
Admin,
Development,
How-To
In the second post of this two-part series, we’ll dive into how an admin could resolve the conditional autonumber problem.
Located in
Archive
/
2019
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Deactivating a Salesforce System Administrator
by Peter White
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published
May 10, 2019
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filed under:
Blog,
Admin Tips,
How-To,
Lightning
Here's what to do when you need to deactivate a Salesforce System Administrator in Lightning and set up a new one.
Located in
Archive
/
2019
