Quick Tips for Managing Memberships with NPSP Using Quick Actions and Workflows
Quick Tips to Improve Membership Management in Salesforce for Nonprofits
Admin Tools vs Coding: Salesforce Automation and the Mystery of the Unread Emails
Sometimes there are issues that defy the rules. You think the system should do one thing, and yet either nothing happens or something unexpected happens. In this post we’re going to analyze a use case with the Salesforce email feature and how to control the emails received, where a lot of unexpected things happened.
Why OmniFocus - GTD Summer Series Part 2 - Episode #307 of CloudFocus Weekly
Second part of the third annual GTD Summer Series, diving deep into why we use OmniFocus.
Audit Fields and Your Salesforce Data Migration
How to use the “Create Audit Fields” permission to capture valuable insights otherwise lost in the migration to a new org.
What an Online Donation Platform is Doing for You
There is a lot more to these tools than meets the eye; here is a start to understanding their value.
Choosing The Best Fundraising Platform for Salesforce for Nonprofits
If you’re part of a nonprofit team working to stay on top of your fundraising with tech, how do you know you’re using the best tools out there?
2019 Texas Dreamin’ Recap
The Texas-sized Salesforce event of the year.
GTD Summit - GTD Summer Series Part 1 - Episode #306 of CloudFocus Weekly
A start to the GTD Summer Series with a recap of the GTD Summit that took place in June of 2019.
Summer 19 Ideas Delivered
Salesforce again delivers on Ideas from the Community in the Summer ‘19 release.
Summer 19 - Episode #305 of CloudFocus Weekly
All of the things we are loving about Salesforce Summer 19 release.
Sending and Suppressing Your Message with Target Marketing Automation
Pardot, and other marketing automation options out there, generally want to know two things when sending an email—who should receive it, and who should definitely NOT receive it? Getting these lists right is imperative when sending targeted content.
Ohana Tours - Episode #304 of CloudFocus Weekly
Thoughts on TDX19, Salesforce buys Tableau, Ohana floor tours and ceremony.
What Actors Know That Will Help Salesforce Admins
Check out the cycle of working as an actor, the techniques used, and how it all relates to being a Project Manager at Arkus, Inc.
2019 Arkus West Cost Pro Bono Day and TrailheaDX Recap
Arkus meets in sunny California for a couple of exciting events to wrap up the Spring 2019 season.
What's Hot in Summer 19
The season is heating up with all the new features in the Summer 19 Salesforce release.
Financial Services Cloud: Field Sets of Dreams
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!
Summer 19 Release Highlights
Let’s take a look at some of the new Salesforce features that are coming in the Summer 19 release.
Deactivating a Salesforce System Administrator
Here's what to do when you need to deactivate a Salesforce System Administrator in Lightning and set up a new one.
Summer 19 - Salesforce Release Notes Rapid Reaction
The platform just keeps growing, so many features, so many pages of goodness, going to rapidly pull out some things that caught my eye.
Many Map Mergers - Episode #303 of CloudFocus Weekly
Salesforce buys Salesforce.org and MapAnything.
Trailhead for Nonprofits - The 2019 Edition
A look at essential Salesforce Trailheads for empowered nonprofit organizations.
Admin Tools vs Coding: So you Think you can Autonumber? Part Two
In the second post of this two-part series, we’ll dive into how an admin could resolve the conditional autonumber problem.
Arkus Cares
Here is a look at how Arkus does its part to give back to the community.
Tips & Tricks Learned From 1,000 Salesforce Projects
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.
5 Things Lightning Lists Need from Classic
A look at five things that lists in Salesforce Classic have that still need to make their way over to Lightning.
So Many Trails - Episode #302 of CloudFocus Weekly
Lots of news from the world of Trailhead including MyTrailhead and TrailheaDX 19.
Admin Tools vs Coding: So you Think you can Autonumber? Part One
In the first of this two-part series, we’ll take a look at how a developer might configure autonumber functionality with code.
Configuring Customizable Rollups in NPSP: Part Three
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 Customizable Rollups in the Nonprofit Success Pack (NPSP).
Pardot Tags and why you Should use Them
Pardot tags are a sometimes overlooked tool in Pardot, but they can be used to organize your marketing data and gain more insights from your content and prospect lists.
Financial Services Cloud: Adding Custom Financial Accounts
The Financial Services Cloud comes with several standard record types for tracking financial accounts, but adding custom record types and displaying them on the Account page layout requires a little extra work.