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 Paul Baxter | Sep 12, 2017 | Data Management, Nonprofit Tech, User Management |
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.
by Paul Baxter | Sep 22, 2016 | CRM & Salesforce, Data Management |
USE A SANDBOX TO AVOID COSTLY MISTAKES Did you ever have one of those moments where you wished that your life had an “Undo” button? Of course you did! Maybe it was when you did something stupid, or when you crumpled a fender trying to squeeze into a parking place....
by Paul Baxter | Sep 6, 2016 | CRM & Salesforce, Data Management |
When I was a kid, one of the scientific-sounding myths that stuck with me was that the average human “only” employs 10% of their brain, while geniuses like Albert Einstein utilize up to 20%. If your organization is using Salesforce only as a development tool, you are...
by Paul Baxter | Aug 10, 2016 | CRM & Salesforce, Data Management |
Using Salesforce successfully and efficiently long term depends on starting with a sturdy and adaptable structure. By strategically basing your Salesforce on your business processes, you can ensure proper and reliable data reporting and open a window into a high-level...
