Arkus, Inc.
Advanced Search…

Navigation

  • About
  • Blog
  • Podcast
  • Celebrate
Item type
New items since

Search results

RSS Subscribe to an always-updated RSS feed.

26 items matching your search terms.
Sort by relevance date (newest first) alphabetically
  1. 5+1 Admin Tips: Troubleshooting Emails and Process Builders5+1 Admin Tips: Troubleshooting Emails and Process Builders by Mario Di Genio — published May 01, 2020 — last modified May 18, 2020 03:00 PM — filed under: Blog, Email, Admin Tips

    In this post we’ll take a look at how an admin can troubleshoot some of the most common issues with emails and Process Builders in Salesforce.

    Located in Archive / 2020
  2. Admin Tools vs Coding: Data Loader and the Secret of the Anti-Join Part OneAdmin Tools vs Coding: Data Loader and the Secret of the Anti-Join Part One by Mario Di Genio — published Nov 29, 2019 — last modified Jan 20, 2020 12:54 PM — filed under: Blog, Reports, Admin Tips

    In the first of this two-part series, we’ll take a look at how an admin can retrieve a list of records with point-and-click features.

    Located in Archive / 2019
  3. Admin Tools vs Coding: Data Loader and the Secret of the Anti-Join Part TwoAdmin Tools vs Coding: Data Loader and the Secret of the Anti-Join Part Two by Mario Di Genio — published Dec 12, 2019 — filed under: Blog, Custom Development, Admin Tips, Data Loader

    In the second post of this two-part series, we’ll dive into how an admin could retrieve complex record lists with the help of some simple coding.

    Located in Archive / 2019
  4. 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
  5. Admin Tools vs Coding: Take your Rollup Summaries to the MaxAdmin Tools vs Coding: Take your Rollup Summaries to the Max by Mario Di Genio — published Jul 03, 2020 — last modified Jul 06, 2020 09:42 AM — filed under: Blog, Developer, Admin Tips, Custom Development

    In this post we’ll take a look at how an admin can implement rollup summary fields in scenarios where it would not be possible directly without additional ...

    Located in Archive / 2020
  6. 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
  7. 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
  8. 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
  9. 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
  10. Constituent Wars Part III: Actions and Notes Strike BackConstituent Wars Part III: Actions and Notes Strike Back by Berkeley Baker — published Dec 11, 2020 — filed under: Blog, Data Migration, Admin Tips

    It's all about actions and notes in the finale of this three-part series on how to move from Raiser's Edge to Salesforce.

    Located in Archive / 2020
  • 1
  • 2
  • 3
  • Next 10 items »
  • ARKUS
  • About
  • Certifications
  • Executive Team
  • Giving Back
  • Clients
  • Financial
  • Nonprofit
  • Educational
  • Commercial
  • RESOURCES
  • Free Apps
  • Arkus Blog
  • Podcast
  • SOCIAL
  • Twitter
  • LinkedIn
  • CONNECT
  • Careers at Arkus
  • AppExchange
  • Newsletter
    • CONTACT   
    • Contact Us
    • (888) 271 1963
    • 10 Times Square, 6th Floor
    • New York, NY 10018

Copyright © 2010-2021 by Arkus, Inc. All rights reserved.