Does a Checkbox Give You Accurate Data? [Tech Tips]

Does a checkbox give you accurate data

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?

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Scaling Salesforce as You Grow, Part 3 [Tech Tips]

Scaling Salesforce as You Grow

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:

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Are Salesforce and Social Media, Well, Social?

Are Salesforce and Social Media Social

Nonprofits often ask us at Idealist Consulting: Can I integrate my Salesforce database with [insert social media platform here]? The first question we ask after hearing this question is: Do you have a social media strategy? Without a strategy, it’s difficult to direct organizations to the right tools, and even more difficult to make Salesforce and social media work together properly.

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Scaling Salesforce as You Grow, Part 2 [Tech Tips]

Scaling Salesforce as You Grow

In the first post of this series, I covered considerations for approaches to the Owner field in Salesforce.com to ensure your organization can scale its use of Salesforce.com in the future. Today, let’s talk about another topic.

Multi-Select Picklists

Multi-Select Picklists are intended to allow Salesforce.com users to quickly grab multiple values of record categorization and apply them simultaneously to the same person or thing. They look pretty, and can quickly replace massive checkbox grids or a series of single-select picklists. 

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JDRF Improves Constituent Engagement with a Single CRM Platform

JDRF Improves Constituent Engagement with a Single CRM Platform

It’s a situation that many nonprofits face: data and processes in multiple databases and spreadsheets. This may be the result of adding specific systems over time to meet specific needs. Or, it might have something to do with having multiple locations or chapters that each use a different system.

No matter how a nonprofit gets there, disparate data and processes can cause several challenges. Data is difficult to keep synchronized. Staff members may not trust the data in their systems because it’s inaccurate or incomplete. It can be nearly impossible to get a full view of each constituent’s interactions with the organization. But, creating a strong CRM strategy and implementing a single CRM system to support it can help any nonprofit overcome these challenges.

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