5+1 Admin Tips: Troubleshooting in Salesforce - Part I
In the first of this three-part series, we will dig deeper into the mindset of troubleshooting issues in Salesforce (or any other system).
Know Your Pardot Tools: The Lightning Email Builder
A quick review of what’s what when it comes to the latest place to build email in Pardot.
The Pros and Problems of Paper in Productivity
Where does paper fit in the digital world of productivity?
Decentralizing Salesforce Support for the Good of the Ohana – A Salesforce Blockchain Think Piece
The Salesforce Blockchain was announced with all the buzz you would imagine surrounding an announcement with the word Blockchain in it by the company Salesforce in the year 2019 at TDX. What has happened since though?
Org Maintenance: Cleanup – Delete and Deprecate Metadata in Salesforce
In the mood of spring cleaning, in this post we’ll explore how to clean up your org from metadata and code that is no longer needed. Let’s see what sparks joy!
Salesforce Nonprofit Cloud Gift Entry 101
A quick guide to common use cases for Salesforce Nonprofit Cloud Gift Entry, and suggestions for the setup process.
The GTD Annual Review
Managing priorities, setting goals, and identifying work with a GTD Annual Review
Top Ideas on the IdeaExchange Spring 21
Let’s take a look at what’s up next for Salesforce to deliver on the IdeaExchange.
Beautiful Betas in the Salesforce Spring 21 Release
This release is jam-packed with exciting beta features, so is it worth it to play guinea pig?
5 Nonprofit Dreamin Sessions to Watch Right Now
Recapping what went down at the first-ever Nonprofit Dreamin and what to watch after.
Admin Tools vs Coding: Take your Formulas to the Max
In this post we’ll take a look at how much you can do with formulas than you probably originally thought.
Spring 21 Release Highlights
Spring 21 is here -— let’s take a look at some of the great new features that Salesforce’s newest release is bringing us.
Considerations for Migration and Merge of Orgs
In this post we’ll take a look at the complexity of migrating or merging Salesforce environments.
4 Sessions We're Excited for at Nonprofit Dreamin
Here's a look at some of the Nonprofit Dreamin sessions we're looking forward to joining the most.
Cloud Computing Predictions for 2021
Time to get the crystal ball out of quarantine and make some predictions for 2021.
The Winter 21 Quick Guide to Getting Started with Email-to-Case Threading
Does your organization use Cases to store customer issues or requests? Are you using Thread ID in the email subject or body to associate email responses to the right Case? This blog post is for you
High-Level User Stories for Salesforce & Slack
Super-user predictions for what is headed our way as the powers of Salesforce and Slack combine.
Constituent Wars Part III: Actions and Notes Strike Back
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.
What You Need to Know Before Registering for a Salesforce Exam
Learning the tips and procedures for scheduling the Salesforce certifications exams.
Slack Dreamforce - Episode #317 of CloudFocus Weekly
Salesforce buys Slack and holds its first ever virtual Dreamforce.
Salesforce Winter ‘21 Release Enhancements For Nonprofit Program And Case Management
An overview of the Salesforce Winter ‘21 Release features for the Program Management Module (PMM) and Case Management Module (CMM)
High Reward Outcomes with Salesforce: 7 Steps to Success
Here’s a look at an evaluation framework that will help you create short-term actions and long-term plans to net high-reward outcomes with Salesforce.
Using DLRS To Find a Donor’s First Gift Campaign
Here we’ll take a look at how to use a popular admin tool to find and report on a donor’s first gift campaign.
Winter 21 Ideas Delivered
Salesforce again delivers on Ideas from the Trailblazer Community in the Winter ‘21 release.
Financial Services Cloud Winter '21 Release Highlights
The Winter '21 release is live and packed with some very useful and exciting additions to the Financial Services Cloud.
4 Great Visual Resources for Mastering Salesforce
If you are a “visual person”, this blog post is for you as I will give you a list of awesome visual content for truly understanding and learning Salesforce, with a pinch of GTD.
Moving Work Forward When Surrounded by Chaos
How to stay productive amidst your coworkers’ and family’s meetings, interruptions, and priorities.
AdoptAClassroom.org Empowers Donors to Support Teachers and Schools with Nonprofit Cloud
How one award-winning educational nonprofit is making an incredible fundraising impact with Salesforce.
Integrate Your Salesforce and Accounting Systems with Accounting Subledger
What is Accounting Subledger? Let's take a look at this new product and what it can help you do.
Anniversary & Apple - Episode #316 of CloudFocus Weekly
We cover the big week of Apple announcements from products to software (oh and celebrate the Arkus 10th anniversary).