Salesforce Summer '24 Highlights
Salesforce’s Summer ‘24 update is here, and its features are like a breath of fresh air. Let’s go over some of the cool features that are sure to help you beat the summer heat!
Upcoming Webinar: Empowering Nonprofits with Salesforce AI
Join Jeremiah Kincaid, VP of Salesforce Consulting at DB Services, for an upcoming webinar on how Salesforce AI technologies can revolutionize nonprofits. We'll explore practical use cases, demos, and best practices for implementing AI responsibly. Don't miss this opportunity to transform your nonprofit's future with the power of Salesforce AI.
Salesforce Nonprofit Cloud Implementation Guide
While Salesforce offers a variety of tools that can help a nonprofit organization, the latest and greatest of these is Salesforce Nonprofit Cloud. Nonprofit Cloud offers a set of solutions to help your organization with fundraising, program management, outcome management, and grantmaking. This article will go over the many aspects of Nonprofit Cloud, such as new objects and data models, that have to be considered during implementation.
Salesforce Einstein Activity Capture Guide
Have you ever had issues maintaining accurate, up-to-date information between your Salesforce org and your clients? Einstein Activity Capture is here to work for you by learning from you. Let's dive into how Einstein Activity Capture uses AI to gather data from your emails, calendars, and contacts to keep data about your clients detailed and up-to-date.
Salesforce Financial Services Cloud Spring '24 Highlights
Spring is on the horizon, and so is Salesforce's Spring '24 release, bringing elevated efficiency, enriched user experiences, and enhanced operations to Salesforce Financial Services Cloud! As the cold of winter fades away, let's embrace the warmth of innovation and delve into the exciting updates awaiting us in the Spring '24 release.
Salesforce Nonprofit Cloud Spring '24 Highlights
While many of us are still feeling the chill of winter, Salesforce's Spring '24 release is in bloom! Let's review some of the highlights from this release that will lead to brighter days ahead in Salesforce Nonprofit Cloud.
Salesforce Spring '24 Highlights
Spring is in the air with new features from Salesforce’s Spring ‘24 update! This release comes with many features that are sure to give you spring fever. Let’s go over some of the interesting features that will turn you from a hibernating bear into a spring chicken.
The New Salesforce Nonprofit Cloud: How To Upgrade
You’ve decided to upgrade to the new Salesforce Nonprofit Cloud, designed to increase the impact of your organization by giving you modules to improve the planning, tracking, and efficiency of your organization's services, but you're not sure where to start. Let's walk through some of the considerations when upgrading.
External File Storage for Salesforce
Salesforce is a great CRM tool, but one issue that companies using the platform may face at some point is limited storage space. You can always purchase more storage space, but this will quickly eat into profits depending on how much space you need. However, there is no need to fear. There are methods of creating more storage space by using third-party systems like Dropbox and Google Drive to store our files. We demonstrate how to avoid Salesforce's file storage limit by using external files. Includes video and sample file.
Salesforce Financial Services Cloud Winter '24 Highlights
Winter is coming, and so is a new era of streamlined efficiency with Salesforce Winter ‘24’s new features for Financial Services Cloud! Let’s cozy up with a warm beverage and discuss some of our favorite updates coming in Winter ‘24.
Salesforce Nonprofit Cloud Winter '24 Highlights
With the new Salesforce Nonprofit Cloud, now built on and backed by the power of the Salesforce Platform, your organization can be more efficient and streamlined than ever. We discuss some of our favorite new features in the Salesforce Winter ‘24 release that are sure to warm your heart!
Salesforce Winter '24 Release Highlights
Salesforce is keeping us warm with new features in the Winter '24 update! Sit back and sip on some hot cocoa while enjoying innovations that will increase efficiency across your organization. Let's discuss some of our favorites that are sure to stave off the winter blues.
Salesforce Financial Services Cloud Implementation Guide
You’ve decided to use Salesforce Financial Services Cloud...but where do you begin? How can you utilize Salesforce to track all your customer interactions and give the best advice for your customers’ needs? Whether you're an insurance company, a bank, or an investment company, Salesforce Financial Services Cloud (FSC) is the platform for you. This comprehensive guide will walk you through the steps to create a successful implementation that will make FSC work for you!
Introducing the New Salesforce Nonprofit Cloud
A new version of Salesforce Nonprofit Cloud is coming! The new Nonprofit Cloud is built into the platform itself, removing the need for multiple managed packages. This allows for more consistent and streamlined data management making it easier for nonprofit organizations to see the relationships between their volunteers, donors and other participants.
Salesforce Financial Services Cloud Summer '23 Highlights
Salesforce's Summer '23 update for Financial Services Cloud is around the corner and packed full of bright new features. Whether it's Actionable Segmentation going GA, more ARC enhancements, or the scoring framework, this release is sure to make your users more efficient and effective through the summer months. Let's look at some of the hot new features coming in this release!