Salesforce Activities – What You Need to Know [Tech Tips]

Salesforce Activites
While helping with the Salesforce Foundation office hours a few weeks ago, I was asked an excellent question. Someone asked if there was any place where they could find all the limitations/gotchas on Salesforce Activity records (i.e., Tasks and Events). While I had a few answers, I knew there must be more, and I realized I had never seen a single location describe all of them. I’ve collected all the major ones I could find from friends in the Salesforce Community, both nonprofit and for-profit. This includes fellow MVPs as well as gracious persons in the Power of Us HUB. Of course, you could scan through the Ideas site as well, but I think these are the ones that affect people the most and I’ve heard of more than once.

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Salesforce1 Community Cloud Announcement

Salesforce1 Community Cloud Announcement

You may have heard the announcement from Salesforce that the Communities product is being re-branded as the Salesforce1 Community Cloud. Many organizations are finding the benefit of online communities and being able to connect core business processes with online engagement, but what does this change mean for you as a nonprofit?

Salesforce1 Community Cloud Updates

Search Engine Visibility for Public Content

With the name re-branding, the press release highlights some of the new features now available in the Summer ’14 release that are very exciting for anyone using the Community Cloud. Some particular enhancements in Summer ’14 were around allowing certain pages to be optimized for search engine visibility if you make those pages public. It also allows community managers to make pages public for people to access key content (such as Knowledgebase articles).

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SF1 for Nonprofits: Highlight on Program Management

SF1 for nonprofits program management

You made it to our 4th post on Salesforce1 for Nonprofits, congratulations! You’ve seen so far how you can make the most of the communities manager role, learned what some of the latest trends are in email service providers, and learned how solutions like roundCause can help you take your fundraising and recurring donations strategy to the next level.

In this final post we’ll first define how program management is generally understood in the nonprofit world, then dive into two specific examples SF1 for nonprofits including client work we’ve done in this area at Idealist Consulting.

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What are Salesforce User Groups?

Salesforce User Groups
Salesforce is a robust Constituent Relationship Management (CRM) solution, that has many pieces to customize and tailor to each organization. Because of the complexities of Salesforce, along with their yearly updates, there is a lot to keep up with! Luckily the Salesforce community is a large one with many members eager to help others which provide quite a few options for new (or seasoned) users of Salesforce that need just a little more help.

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What’s New in Salesforce NPSP 3 (Cumulus)?

The Salesforce Nonprofit Starter Pack 3 (NPSP 3) – previously referred to as Project Cumulus – is here! You may have heard rumblings for a while that the Salesforce Foundation is doing a major overhaul of the Nonprofit Starter Pack. The team has been hard at work to improve the tool and the entire install experience. I’ve tested it out and I am incredibly excited about it.

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