Nonprofit Salesforce Tip: Access the Recycling Bin in Lightning August 9, 2021 by Lindsay Bakker Thinking in: CRM/AMS, SalesforceAs an admin, you now have access to the recycling bin, even in the lightning experience. You no longer have to switch to Salesforce Classic to access the Recycle Bin. You can now view, restore, and permanently delete the items in your Recycle Bin and the org Recycle Bin. How: You can access the Recycle Bin… Read More
Update a parent record from a child record in Salesforce February 2, 2021 by Lindsay Bakker Thinking in: CRM/AMS, SalesforceThe best thing about Salesforce is that you don’t need to think like a database to use the database. Consider when you need to update a business’s main phone number and change someone’s new title since they got a promotion. Your real goal is to send an email to that person congratulating them on their… Read More
New Salesforce Mobile App January 24, 2020 by Lindsay Bakker Thinking in: CRM/AMS, SalesforceThe new app was released in October 2019, and with the spring release, all users — including both Salesforce Classic and Lightning Experience users — will be automatically upgraded to the new Salesforce mobile app experience. What is the new Salesforce Mobile app? The new Salesforce mobile app includes Lightning apps and navigation, customizable record… Read More
