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Salesforce Nonprofit Success Pack Implementation Guide

There are so many things to consider when using Salesforce Nonprofit Success Pack (NPSP) for your nonprofit organization that it can be tricky to know where to start. This comprehensive guide will walk you through the steps to create a successful implementation that will make NPSP work for you! Includes a video.

Kevin Boehle  /  Salesforce  /  April 20th, 2023

Salesforce Financial Services Cloud Spring '23 Highlights

Shake off those winter blues with the new features coming in Salesforce's Spring '23 Release for Financial Services Cloud. Whether it's ARC enhancements, interaction summary automation, or actionable segmentation, this release is full of enhancements to take your Salesforce org to the next level. Includes a video.

Jeremiah Kincaid  /  Salesforce  /  February 16th, 2023

Salesforce Spring '23 Release Highlights

Salesforce is moving and grooving with some hot new features in the Spring '23 update. Kick off those winter chills with some fresh innovations designed to get your data flowing and increase efficiency across your organization. Let's discuss some of our favorites that are sure to get you dancing!

Joshua Law  /  Salesforce  /  December 22nd, 2022

Salesforce Spring '23 Release Dates

Though many of us are still enjoying the changing leaves and cooler weather of autumn, it's already time to start preparing for the Salesforce Spring '23 release that is quickly approaching. Let's talk about the important dates you'll need to know for this release.

Maria Thompson  /  Salesforce  /  November 3rd, 2022

Salesforce Custom Objects

The sheer number of ways you can customize your Salesforce org to address a particular need can cause fear, uncertainty, and doubt (FUD). But by understanding your business processes and breaking down the requirements into digestible and translatable objectives, you can be confident that the solutions you build will meet your needs. In addition, properly deployed custom objects play a crucial role in delivering on Salesforce's inherent promise of customizability.

Joshua Pereira  /  Salesforce  /  November 1st, 2022

Connect Google Ads Lead Form Extension to Salesforce

Do you need to collect leads from your Google Ads Lead Form extension and receive them directly in your Salesforce org? We demo how to create a custom webhook to capture those leads in Salesforce. Includes video.

Sabra Rathbun  /  Salesforce  /  September 23rd, 2022

Salesforce Field Service Implementation Guide

The possibilities for building a custom field service implementation are nearly endless when considering all the offerings in Salesforce Field Service. This 8-step guide provides you with a comprehensive overview of how to effectively leverage the powerful management tools in Salesforce Field Service.

Joshua Pereira  /  Salesforce  /  September 7th, 2022

Salesforce Winter '23 Release Highlights

Cozy up by the fireplace with a nice blanket and a cup of hot cocoa; Salesforce's Winter '23 update is as cool as ice! With this release, Salesforce introduces many new and improved features that showcase a commitment to continuous growth and advancement as well as serve to refine their user experience.\_We discuss some of our favorite new features coming in Winter '23.

Jeremiah Kincaid  /  Salesforce,  News  /  August 18th, 2022

Salesforce Winter '23 Release Dates & Preview Information

Although many of us are still enjoying the warm summer weather, it's time to start preparing for the Salesforce Winter '23 release that is quickly approaching. Let's talk about the important dates and preview information you'll need to know for this release.

Maria Thompson  /  Salesforce  /  July 13th, 2022

Business Days in Salesforce CRM Analytics (Tableau CRM)

It's common for businesses to want to take business days into account when showing data on a dashboard in CRM Analytics (formerly Tableau CRM) to compare those figures to the last year's same period. The problem is that CRM Analytics does not have a native set of functions to calculate business days; however, Sales Cloud does. We demo how to utilize Sales Cloud's business hours object and some custom Apex to generate business days to sync to Analytics for dashboard queries. Includes a video and sample file.

Sabra Rathbun  /  Salesforce,  Free Downloads  /  May 18th, 2022

Salesforce Summer '22 Release Highlights

Lather on the sunscreen and pour a cold glass of lemonade; warm weather is here, which means it's time for Salesforce's Summer '22 update release! This release is chock-full of customization updates ready for you to use within your Salesforce organization. We discuss some of our favorite new features coming in Summer '22.

Sabra Rathbun  /  Salesforce,  News  /  April 28th, 2022

Salesforce CPQ: Fixing Percent of Total Calculations for Amended Quotes

Salesforce users looking to enhance their product-quoting processes can take advantage of Salesforce Configure, Price, Quote Software, or CPQ. Some features require the use of custom JavaScript plugins to meet the needs of your company. We demo how CPQ users can add features like Percent of Total Calculations on Amended Quotes. Includes video and sample file.

Matt Clark  /  Salesforce,  Free Downloads  /  March 31st, 2022

Salesforce Summer '22 Release Dates & Preview Information

Although many of us are just starting to see the first signs of spring, it's time to start preparing for the Salesforce Summer '22 release that is quickly approaching. Let's talk about the important dates and preview information you'll need to know for this release.

Maria Thompson  /  Salesforce  /  March 16th, 2022

Fillable PDFs for Salesforce Field Service

The ability to generate fillable PDFs for Salesforce Field Service can be a powerful tool. We demonstrate how to use PDFLib, a JavaScript library that can be used to create and modify PDF documents and fill forms. Includes sample file and video.

Sabra Rathbun  /  Salesforce,  Free Downloads  /  March 1st, 2022

FileMaker Authentication with Salesforce

FileMaker Server has been able to use Amazon, Google, and Microsoft as an identity provider for the last two versions. While a great addition to the platform, it did limit your choices for OAuth identity providers. We will show you how to deploy a custom OAuth authentication workflow utilizing Salesforce. Includes demo video.

Michael Westendorf  /  Claris FileMaker,  Salesforce  /  February 4th, 2022

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