Blog

Notes and Attachments—We Hardly Knew Ye! (Part 2)

In Part I of this blogpost I covered how the familiar Notes and Attachments related list is giving way to the new, separate Notes and Files objects in Salesforce.

In this post we’ll look at how to convert your existing Notes and Attachments to new Notes or Files. Whether you need to do this depends on how and how frequently you used these tools. Some of our clients are very conscientious about using Notes to update every interaction they have, and often report on these.

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Notes and Attachments—We Hardly Knew Ye! (Part 1)

Salesforce has been making noises since at least 2016 that the “Notes and Attachments” related list is not long for this world. With the Winter 2018 update, they are making good on this promise.

However, there’s no need to panic, as they are 1) allowing users to preserve all their existing notes and attachments; and 2) replacing “Notes and Attachments” with two full-fledged objects—“Notes” and “Files,” with the effect of vastly increasing the usefulness of these functions.

In this post I’ll be showing you how to activate and use the new objects and discuss the enhanced functionality.

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Managing the Departure of a User or a Super-User

It’s never easy having a colleague leave your organization, but after you throw the party and eat the cake, be sure to take care of her Salesforce account. Accounts are valuable. You don’t want someone who is no longer there taking one up. Above all, for the sake of security, you don’t want someone who has no defined connection to your organization having access to your constituents’ names and giving histories.

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Connect: The New Way to Click & Pledge

Click & Pledge, the online donation tool for nonprofits that integrates with Salesforce, has really upped its game with a new platform called Connect. What Click & Pledge Does Well The functionality of Click & Pledge, both on the payment processing and on the Salesforce integration end, has always been superior. The money goes straight to your bank and the contact data goes right... read more

Pitfalls and Best Practices: How to Keep Your Salesforce Project From Being Doomed

Participants from our popular Salesforce Bootcamp for Nonprofits trainings will be familiar with an exercise we run called “Pitfalls and Best Practices.” In this exercise, we hand out sheets of paper to every participant, each piece with a different scenario on it. The students then must interpret the situation and use an anecdote to illustrate why it is or isn’t a good thing. We will often pass... read more

Click & Pledge Update: Is Your Domain Secure?

Click & Pledge, the online donation portal, has recently notified its users of a domain security update. Our clients asked us to advise them on how to respond to this. Fortunately, the solution is relatively straightforward. Like Salesforce, Click and Pledge is aware that it is passing on extremely confidential information like credit card numbers, names, and emails. Their email is a... read more

Salesforce Encryption Update: What You Need To Know

Salesforce has begun updating its security encryption standards, which potentially impacts any third party software that makes a real-time connection into Salesforce. Everything on the internet will be forced to be TLS1.1 compliant in 2018, but Salesforce has decided to go a year early. In order to ensure that your Salesforce will continue to work as smoothly and efficiently as always, we are recommending three actions: test your browser, update Outlook for Salesforce, and use third party compliant software. The full blog post lists the software that we have found compliant, and details our recommendations.

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Meeting Your Mission & Ours: Introducing Bootcamp PLUS Trainings

Like all of our clients, 501Partners is a mission-driven organization. We do the work we do because we want to support the vital services that nonprofits perform. And how do we do this? 501Partners provides nonprofits with tools to track outcomes and plan for the future in an informed way. Salesforce is our primary tool of choice to help accomplish this goal. For the last four years we have had... read more

New Name, New Features: The Nonprofit Success Pack

The Salesforce Nonprofit Starter Pack has been rebranded and renamed to the Salesforce Nonprofit Success Pack. Along with the renaming, Salesforce.org has released two new features, Engagement Plans and Levels. We are really excited about these two new features, primarily because we can see the value they add to the NPSP, and to nonprofits organizations. Here’s why the Nonprofit Success Pack... read more

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