Formula Tips and Tricks at the UK Salesforce NfP Usergroup
Today I had the pleasure of presenting one of my favorite topics, and what is hopefully a favorite topic of lazy (er, I mean efficient…) Salesforce Admins the world over: Formulas. You can use Salesforce Fomulas to link to other databases and websites, to bring in images from the likes of Yahoo Finance and Google Charts, or even to help you auto-fill objects by adding / overriding a New...
Read MoreThe difference between ‘regular’ Salesforce and the NonProfit Starter Pack from Salesforce
A lot of people are unsure about what exactly non-profits get when they get Salesforce. It’s a bit tricky, because we are really discussing three things: features, pricing, and optional pre-configured customisations (that’s the NonProfit Starter Pack bit). Regular, for profit businesses can purchase different editions of Salesforce, each with their own features and pricing, ranging...
Read MoreVertical Response vs. ExactTarget for Charities
[Update - I'd suggest looking at Groundwire's review of email providers if you are interested in finding out more. groundwire.org/labs/email-publishing/2012-email-service-providers] [Update, as of 27 May 2010 - ExactTarget have apparently increased the discount given to charities from 20% to 50%!] We had our Salesforce Not for Profit User Group meeting earlier this week, and had a great...
Read MoreSalesforce Not-for-Profit Usergroup Great Success
Tuesday, March 2nd saw my first time co-hosting the Salesforce NFP Usergroup with Tom Clayton of www.raisingit.com. Ciaran Rogers has been running it for the last 18 months and doing a great job, so we felt we had big shoes to fill. The usergroup provides a place that both active and prospective users of Salesforce.com can come together, share tips, solve challenges, network, and see what tools...
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