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  1. Utilizing Quip Connect for Salesforce to Improve Team Collaboration
    by Crystal Saetern — published Aug 24, 2018 — last modified Jun 11, 2019 03:25 PM — 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
    Utilizing Quip Connect for Salesforce to Improve Team Collaboration
  2. Audit Fields and Your Salesforce Data Migration
    by Hayley Tuller — published Jul 18, 2019 — last modified Jul 18, 2019 04:04 PM — 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
    Audit Fields and Your Salesforce Data Migration
  3. How to Work Remotely and Still Get Things Done
    by Erin Ramirez — published Mar 19, 2020 — last modified Mar 19, 2020 09:30 PM — filed under: Blog, GTD, Productivity, How-To
    Make the most of your time WFH with the secrets of GTD.
    Located in Archive / 2020
    How to Work Remotely and Still Get Things Done
  4. Usability Wins with Dynamic Lightning Pages in Salesforce
    by Amy Bucciferro — published May 23, 2018 — last modified Jun 11, 2019 02:26 PM — 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
    Usability Wins with Dynamic Lightning Pages in Salesforce
  5. Automated Chatter Posts in Salesforce Communities with Process Builder and Flow: A Collaboration Story
    by Amy Bucciferro — published Oct 08, 2018 — last modified Jun 11, 2019 03:18 PM — 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
    Automated Chatter Posts in Salesforce Communities with Process Builder and Flow: A Collaboration Story
  6. Configuring Customizable Rollups in NPSP: Part One
    by Hayley Tuller — published Feb 13, 2019 — last modified Apr 03, 2019 04:46 PM — 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
    Configuring Customizable Rollups in NPSP: Part One
  7. Summer 18 Mass Quick Actions
    by Hayley Tuller — published Jul 02, 2018 — last modified Aug 08, 2018 01:46 PM — 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
    Summer 18 Mass Quick Actions
  8. Updating Latest Child Record on Parent Layout in Salesforce Lightning
    by Ashley Leifer — published Oct 02, 2018 — last modified Jun 11, 2019 03:07 PM — 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
    Updating Latest Child Record on Parent Layout in Salesforce Lightning
  9. Configuring Customizable Rollups in NPSP: Part Two
    by Hayley Tuller — published Feb 28, 2019 — last modified Feb 28, 2019 07:51 PM — 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
    Configuring Customizable Rollups in NPSP: Part Two
  10. Admin Tools vs Coding: So you Think you can Autonumber? Part Two
    by Mario Di Genio — published Apr 16, 2019 — last modified May 10, 2019 10:36 PM — 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
    Admin Tools vs Coding: So you Think you can Autonumber? Part Two
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