by Paul Baxter | Apr 3, 2018 | CRM & Salesforce, Data Management, Nonprofit Resources, Nonprofit Tech, Salesforce News and App Reviews, Salesforce shortcuts and tips |
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.
by Paul Baxter | Feb 27, 2018 | Data Management, Nonprofit Tech, Salesforce News and App Reviews, Salesforce shortcuts and tips, User Management |
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.
by Jenn Taylor | Jan 5, 2017 | Salesforce News and App Reviews |
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.
by Jenn Taylor | Apr 11, 2016 | CRM & Salesforce, Salesforce News and App Reviews |
Updated for 2017 501Partners works with many organizations that need to know if their program participants are above or below the Federal Poverty Line. We created the Federal Poverty Guidelines for the NPSP App as an extension of the Nonprofit Starter Pack 3’s...
by Paul Baxter | Mar 3, 2016 | Salesforce News and App Reviews |
If you received an email from Salesforce with the title “Identity Confirmation Change with Spring ‘16 Release,” you may wonder if it will affect you and the other Salesforce users in your organization. The answer is: this security upgrade requires a small amount of...
by Paul Baxter | Feb 24, 2016 | CRM & Salesforce, Grant Management, Salesforce News and App Reviews |
Salesforce just made grants management a whole lot easier. Salesforce.org (formerly the Salesforce Foundation) has added grants management fields to the most recent edition of the Salesforce Nonprofit Starter Pack (NPSP), enabling greater efficiency of time and effort...
