This past weekend (February 26 – March 1, 2015) I was in the company of 1,200 queer women and allies at the second Lesbians Who Tech Summit in San Francisco. It was awesome! Here’s a recap of Salesforce’s big role in the Summit: Keynote by Marc Benioff Marc Benioff, the CEO of Salesforce, was interviewed by Kara Swisher, […]
Salesforce Sandboxes are super fun and helpful places to test out changes to your Salesforce system before you put those changes in place in your live production environment. But when and why should you use them? What do you do with them if they’re blank? When should you refresh your sandboxes? Here are five tips […]
With Valentine’s Day just around the corner, it’s time for me to reflect on the one that’s held my heart most firmly since 2009: Salesforce. I know it sounds silly that this Software as a Service has changed my life, but it has, and here’s why: 1. It teaches me new things. I was not […]
Salesforce is not magic. There will still need to be some data entry done by the staff after implementation. It is, after all, a database with lots and lots of fields that need to be filled somehow. I attended an awesome training by Idealware’s Laura Quinn for TAG that offered excellent tips on maintaining data quality, […]
Salesforce consultants (like me) often meet with clients virtually to save travel time and costs. But how can these meetings be effective? Try these tips: Use screen sharing software. Go to Meeting is what I use, and join.me has a free version. Boost your bandwidth: use the phone, not the VOIP option, for crystal clear call quality. Have […]
I’ve found a lot of great resources for nonprofit Salesforce users over the years, and even seen blog posts on the topic, but one challenge is how to find these resources. Here’s how to find a few of these great resources: 1. Join groups in the Power of Us Hub: Click ‘Power of Us Hub’ […]
In honor of Tuesday, November 12, 2013, I thought I’d share the top twenty questions I gathered on my first day at the TAG conference in Austin, Texas. I attended sessions focusing on the grants management marketplace and on data, which led me to the following questions for technology professionals in philanthropy to consider in […]
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