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  1. What's Missing from your Nonprofit's Strategic Plan – Part I: DevelopmentWhat's Missing from your Nonprofit's Strategic Plan – Part I: Development by Andrew Fretwell — published Mar 03, 2023 — last modified Mar 06, 2023 11:27 AM — filed under: Blog, Admin, Salesforce

    Time after time we see these overlooked questions trip up nonprofits’ long-term strategies and ambitions.

    Located in Archive / 2023
  2. Tips from a Teacher on Becoming a Top ConsultantTips from a Teacher on Becoming a Top Consultant by Thomas Passafaro — published Feb 24, 2023 — last modified Mar 03, 2023 02:29 PM — filed under: Blog, Admin, Admin Tips, Salesforce, Training

    Add these important skills to your toolkit of Salesforce admin tools.

    Located in Archive / 2023
  3. Analyzing Analytic Snapshots by Roger Mitchell — last modified Nov 02, 2022 12:51 PM — filed under: Blog, Admin, Tips, Analytics

    Diving into Analytic Snapshots: basics, setup, and a use case.

    Located in Archive / 2012
  4. 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
  5. The Hardcore Truth About Hardcoded Salesforce IDsThe Hardcore Truth About Hardcoded Salesforce IDs by Mario Di Genio — published Feb 14, 2022 — filed under: Blog, Admin, System Admin, Salesforce

    In this post we’ll take a look at how you can avoid hardcoding IDs in automation in Salesforce.

    Located in Archive / 2022
  6. 5+1 Admin Tips: Troubleshooting in Salesforce - Part II5+1 Admin Tips: Troubleshooting in Salesforce - Part II by Mario Di Genio — published May 07, 2021 — last modified May 18, 2021 01:34 PM — filed under: Blog, Admin, Admin Tips

    In the second of this three-part series, we will dig deeper into the mindset of troubleshooting issues in Salesforce (or any other system).

    Located in Archive / 2021
  7. Moving Beyond the Basics: Taking your Admin Skills to the Next LevelMoving Beyond the Basics: Taking your Admin Skills to the Next Level by Kathryn Puzzanghera — published Feb 24, 2020 — last modified Feb 24, 2020 11:12 AM — filed under: Blog, Certifications, Admin, Admin Tips

    Learn what you need to know to up your Salesforce game and truly become an #AwesomeAdmin.

    Located in Archive / 2020
  8. Happy New Customers!Happy New Customers! by Scott Searle — last modified Jun 11, 2019 12:12 PM — filed under: Process Builder, Admin, Customer Service, Blog, Onboarding

    Maintaining happy customers is an ongoing process for every organization, but you never get a second chance to make a good first impression.

    Located in Archive / 2018
  9. Can You Automate This? Or, A Salesforce Admin’s Guide to Negotiating Business ProcessCan You Automate This? Or, A Salesforce Admin’s Guide to Negotiating Business Process by Amy Bucciferro — last modified Jun 11, 2019 11:22 AM — filed under: Admin, Blog, Process Builder

    Automation in Salesforce is great for well-defined processes, but what if you’re asked to automate something and find it to be less than well defined?

    Located in Archive / 2018
  10. Preparing for SegmentationPreparing for Segmentation by Samantha Safin — last modified Jun 11, 2019 10:19 AM — filed under: Admin, Blog, Best Practices, Marketing

    You’re ready to speak to your prospects and customers one-to-one, and that means segmenting your audience...but where to start?

    Located in Archive / 2018
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