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  1. Utilizing Quip Connect for Salesforce to Improve Team CollaborationUtilizing Quip Connect for Salesforce to Improve Team Collaboration by Crystal Saetern — published Aug 23, 2018 — last modified Jun 11, 2019 11:25 AM — 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
  2. Audit Fields and Your Salesforce Data MigrationAudit Fields and Your Salesforce Data Migration by Hayley Tuller — published Jul 18, 2019 — last modified Jul 18, 2019 12:04 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
  3. How to Work Remotely and Still Get Things DoneHow to Work Remotely and Still Get Things Done by Erin Ramirez — published Mar 19, 2020 — last modified Mar 19, 2020 05:30 PM — filed under: Blog, GTD, Productivity, How-To

    Make the most of your time WFH with the secrets of GTD.

    Located in Archive / 2020
  4. Usability Wins with Dynamic Lightning Pages in SalesforceUsability Wins with Dynamic Lightning Pages in Salesforce by Amy Bucciferro — published May 23, 2018 — last modified Jun 11, 2019 10:26 AM — 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
  5. Automated Chatter Posts in Salesforce Communities with Process Builder and Flow: A Collaboration StoryAutomated 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 11:18 AM — 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
  6. Configuring Customizable Rollups in NPSP: Part OneConfiguring Customizable Rollups in NPSP: Part One by Hayley Tuller — published Feb 13, 2019 — last modified Apr 03, 2019 12:46 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
  7. Summer 18 Mass Quick ActionsSummer 18 Mass Quick Actions by Hayley Tuller — published Jul 02, 2018 — last modified Aug 08, 2018 09:46 AM — 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
  8. Updating Latest Child Record on Parent Layout in Salesforce LightningUpdating Latest Child Record on Parent Layout in Salesforce Lightning by Ashley Leifer — published Oct 02, 2018 — last modified Jun 11, 2019 11:07 AM — 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
  9. Configuring Customizable Rollups in NPSP: Part TwoConfiguring Customizable Rollups in NPSP: Part Two by Hayley Tuller — published Feb 28, 2019 — last modified Feb 28, 2019 02:51 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
  10. Admin Tools vs Coding: So you Think you can Autonumber? Part TwoAdmin Tools vs Coding: So you Think you can Autonumber? Part Two by Mario Di Genio — published Apr 16, 2019 — last modified May 10, 2019 06:36 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
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