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  1. Salesforce Native Email FunctionalitySalesforce Native Email Functionality by Kelly Johnson — published Oct 15, 2021 — last modified Oct 25, 2021 11:11 AM — filed under: Blog, Email, Admin Tips, Marketing

    When and why to use Salesforce’s built-in Classic Email, Enhanced Email, and Email Template Builder functionality.

    Located in Archive / 2021
  2. Don’t Automate Mistakes: Three Things Admins Can Learn from EDM ProducersDon’t Automate Mistakes: Three Things Admins Can Learn from EDM Producers by Blake Mahaffey — published Jun 20, 2022 — last modified Jul 27, 2022 10:55 AM — filed under: Blog, Automation, Admin Tips

    Here are three guiding principles that can lead the way in expert music creation and Salesforce Flow design.

    Located in Archive / 2022
  3. Sandpaper Skills: Escape the JADE Trap with Medium GritSandpaper Skills: Escape the JADE Trap with Medium Grit by Meghan Maloney — published Aug 12, 2022 — last modified Aug 12, 2022 04:40 PM — filed under: Blog, Consulting, Admin Tips, Admin

    Sidestep conversational traps with this powerful communication tool.

    Located in Archive / 2022
  4. Tell Me A Story - Storytelling and SalesforceTell Me A Story - Storytelling and Salesforce by Peter White — published Nov 27, 2018 — last modified Mar 30, 2021 04:14 PM — filed under: Blog, Salesforce, Stories, Admin Tips

    The use of storytelling in Salesforce practices.

    Located in Archive / 2018
  5. 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
  6. Configuring Customizable Rollups in NPSP: Part ThreeConfiguring Customizable Rollups in NPSP: Part Three by Hayley Tuller — published Mar 14, 2019 — last modified Jun 10, 2019 11:21 AM — filed under: Blog, NPSP, Admin Tips, Nonprofit Cloud

    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 ...

    Located in Archive / 2019
  7. Admin Tools vs Coding: So you Think you can Autonumber? Part OneAdmin Tools vs Coding: So you Think you can Autonumber? Part One by Mario Di Genio — published Mar 19, 2019 — last modified Apr 16, 2019 05:52 PM — filed under: Blog, Admin Tips, Development, Apex

    In the first of this two-part series, we’ll take a look at how a developer might configure autonumber functionality with code.

    Located in Archive / 2019
  8. Tips & Tricks Learned From 1,000 Salesforce ProjectsTips & Tricks Learned From 1,000 Salesforce Projects by Katharine Atwood — published Apr 03, 2019 — last modified Jul 29, 2020 10:49 AM — filed under: Blog, Tips & Tricks, Consulting, Admin Tips

    May these tips we’ve learned from completing 1,000 Salesforce projects help you take your next project from successful kick-off to confident close.

    Located in Archive / 2019
  9. Financial Services Cloud: Field Sets of DreamsFinancial Services Cloud: Field Sets of Dreams by Scott Searle — published May 22, 2019 — last modified Jun 13, 2019 03:16 PM — filed under: Blog, Financial Services Cloud, Lightning Experience, Admin Tips

    If you are dying to learn more about how to use Field Sets, then the Financial Services Cloud will be a home run for you!

    Located in Archive / 2019
  10. 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
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