Must Read: Beware of Credit Card Refund Scams September 18, 2014 by admin Thinking in: CRM/AMS, SalesforceWe were alerted by one of our customers about a credit card refund scam. The typical scenario for this scam is as follows: A fraudster posing as a donor makes a large donation (say $5000) to an organization, typically made by credit card via an online donation form. The fraudster then calls the… Read More
Nonprofit Use Case for Salesforce Web to Lead Form June 25, 2014 by admin Thinking in: CRM/AMS, SalesforceBackground The Epilepsy Foundation of Eastern Pennsylvania (EFEPA) wanted the ability to have the information requests from the website to be fed directly into Salesforce. The existing process consisted of the constituent completing a form on the website which sent an email to a staff member who manually keyed the information into Salesforce and manually sent an… Read More
Adding Custom Links to the Side Navigation in Salesforce July 25, 2013 by admin Thinking in: CRM/AMS, SalesforceIn Salesforce’s Lightning interface, custom links have been replaced with Global Quick Actions. Often called Quick Actions, they can help you not only with linking, but will really transform what you can do with your user’s mobile devices when you combine them with other features. At BackOffice Thinking, we utilize these quick actions to kick… Read More
