Arkus, Inc.

Financial Services Cloud: Adding Custom Financial Accounts by Scott Searle — published Mar 08, 2019 — last modified Jun 05, 2019 01:25 PM — filed under: Blog, Record Types, Admin Tips, Financial Services Cloud

The Financial Services Cloud comes with several standard record types for tracking financial accounts, but adding custom record types and displaying them on ...

Located in Archive / 2019

Configuring 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

Configuring 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

Tell 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

Usability 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

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