Salesforce Tabs and Accordion Components Added to Your Home Pages November 25, 2020 by Michelle Paul Thinking in: CRM/AMS, SalesforceOne of the most exciting things about Salesforce is how you can customize page layouts, adjusting the way your organization’s data looks on the screen to put the most important information up front and make sure that people in different roles at your organization have views that are optimized for them. Tabs and Accordion components… 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
