In the previous post , I covered picklist collisions and properly matching the function of Salesforce.com fields with the time and granularity of the data in your instance. Today, I’ll conclude with a few notes about Activities, namely when they’re helpful and when they can bog you down.Read More
Processes evolve. Needs change. And, it’s not uncommon for nonprofits to find that their old donor database or other Constituent Relationship Management (CRM) system — which once met their needs — can no longer support them.
But, once the big decision is made to move to a new system, there are still considerations: How do you safely move your valuable constituent data into the new system? How do you set up the new system to support new, more efficient processes and give staff members access to the data they need? What do staff members need to know about using the new system? By addressing these considerations, nonprofits can ensure they see the expected benefits of their new technology.Read More
Clients often ask us what can they do to help contribute to Salesforce success and a smooth and effective deployment. After 7 years and 700 plus projects we came up with eight general requirements for project success:
Listen to your Consultant
Client should follow the consultant’s advisement in implementing technology and changing business processes within scope. If client make changes without consent from consultant, it places the consultant in a reactive mode instead of executive mode. This interferes with project planning and methodology and may even force major adjustments to the project.Read More
To checkbox or not to checkbox, that is the question. Checkboxes have many advantages, especially for system administrators. They are generally the fastest and easiest fields to create, and they are preferred when creating field dependencies, formulas, and workflows. They also facilitate quick data entry and make reporting easy. But do they really give you accurate data?Read More
In my most recent post in this series , I covered considerations when setting up Multi-Select Picklists in Salesforce.com to ensure your organization can scale Salesforce.com in the future. What’s next?
Picklist Value Collisions: the “Both/And” Problem
Consider the following Contact Type picklist that might appear on a record:Read More