Category Archives: Salesforce

The Quick & Easy Way to Manage Duplicates in Salesforce

If you’re a new Salesforce org, or one with a tight budget, make sure you know about duplicate record sets.

Duplicate record sets are a Salesforce feature/object that can detect duplicate records in your instance. They’ll appear as flags on individual records, and can also be included in reports.

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The Trick to Documenting & Explaining Any Complicated Tech Process

You ever find yourself trying to explain something technical to someone, and feeling as if you’re speaking another language?

Good. So it’s not just me.

Being in a technical role, and the only person who understands some parts of that tech, means I get the job of explaining to people why things work the way they do. I’m a nerd about bringing people into my work, so I’m happy to do it.

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6 Things Nonprofit Salesforce Admins Can Do for Themselves During This Crisis

A lot of us Salesforce peeps are shifting our org strategy right now. For good reasons.

But while we’re getting into crisis-response-mode for our orgs, it may be worth evaluating how we’re personally handling things too. What can we be doing as Salesforce professionals to either develop further, build connections, or just plain distract ourselves from the chaos that’s currently happening?

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How to Find a Remote Job during COVID-19

If all this corona chaos is making you rethink your office job, you may now be part of a very large club.

Remote work has grown more popular in recent years. Personally, I don’t know that it’s my preference. Still, none of us imagined that being able to work from home could mean the difference between making a living or being unemployed. Or getting sick.

And yet, that’s the reality so many of us are living today.

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11 Fantastic Resources to Help You Get A Handle on Pardot

Okay gang! If your nonprofit has been using Pardot for a while, or just getting started, or maybe even considering it for your org….let’s talk resources.

Pardot (par-DOT) is an email platform by Salesforce geared towards B2B organizations. While that may not sound like your nonprofit, Pardot tends to be the more common Salesforce email platform among our sector.

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