New Salesforce Mobile App January 24, 2020 by admin 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
Gift Entry – There are many options. Which is right for you? May 28, 2019 by Paul Keogan Thinking in: CRM/AMS, Salesforce, StrategySalesforce’s NonProfit Success Pack (NPSP) gift entry and payment flexibility was certainly not a strength a few years ago, but NPSP has come a long way over the past few years. We thought it would be good to provide an update. This tip is going to focus on traditional gift (check) entry. If you’re interested… Read More
Using Cross Filters on Reports April 25, 2019 by Paul Keogan Thinking in: CRM/AMS, SalesforceHave you ever had a need to search for something that hasn’t happened or doesn’t exist in Salesforce? Try cross filters. Here’s how.
Big Increase in Salesforce Data Storage Limits February 14, 2019 by Paul Keogan Thinking in: CRM/AMS, SalesforceWith Salesforce’s Spring 2019 release, the base data storage limit is increasing from 1 GB to 10 GB. Up until now, many nonprofits needed to be careful about their data storage limits and several of our clients needed to purchase additional data storage, so if you have purchased additional data storage, please check with your… Read More
Salesforce Tip: Switch Your Lightning Page to a Different Template March 18, 2018 by Linda Wu Pagano Thinking in: CRM/AMS, SalesforceTo some, this might be a small change. However, it’s a small change that can save you lots of time! Have your business needs changed? Have you decided that you need more page “real estate” for some of your sections than originally planned? Do you want to change the layout of a Lightning page because… Read More
Integrations and Salesforce duplicate rules can cause data loss December 17, 2016 by admin Thinking in: CRM/AMS, SalesforceActive Salesforce duplicate rules can conflict with third party integrations that insert records into your Salesforce organization. When the third party product inserts a new record into Salesforce, the Salesforce duplicate rules are run. If a duplicate is found, the record is not inserted into Salesforce and you may not know. Most of the third… Read More
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