There are two great component on AppExchange. Timeline has been around for a while, Time Warp is pretty new. Both of the has been published under the Salesforce Labs account, meaning they have been developed by Salesforce people, went through standard security process and provided for free to customers. What they do? They visualise how allRead More…
Nonprofit Success Pack: was built for, and with, our community of over 47,000 nonprofits, with out-of-the-box capabilities and a relationship-first view of all the people in your universe. Free and open source, it turns the #1 CRM for businesses into a Constituent Relationship Management system for nonprofits. In nutshell, this thing is a bunch of managed packages installedRead More…
A while ago I wrote about Nonprofit Dreamin looking for speakers, now the agenda is live and I can see some great topics there: communities are for everyone, maybe you can use them even for free (for unauthenticated users) and deliver solutions with clicks not code very quickly; solo admins are topic on any Salesforce conference andRead More…
If you didn’t notice yet, Salesforce plays pretty well with Google. Also very often customers already use Google Apps and they ask what is possible in terms of integration. Let’s take a look at what I found. Salesforce Essentials for free Web-to-Lead and UTM parameters Web-to-Lead and Google AdWords Single Sing-On with Google Lightning Sync Einstein Activity CaptureRead More…
Problems consultants have on weekly basis – how to quickly get data into Salesforce. A few ways everyone knows about – Import Wizard, which I try to start away as far as possible as I never know what it will do; Data Loader, which needs Java; Workbench, which can process just files up to 2MB; DataLoader.io, whichRead More…