Tag Archives: Salesforce Lightning

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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10 Great Resources for Nonprofit Salesforce Admins

Are you the Salesforce Admin for your nonprofit? Was that always the intention, or is it the case now because #multiplehats?

We have a phrase for those in the latter. We call you “accidental admins”, because so often that’s what nonprofit database administration is! It’s also how many of us got our start in Salesforce.

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7 Reasons Your Nonprofit Will Want to Move to Lightning

Okay, nonprofits. It’s time to move to Salesforce Lightning.

I know you love (or at least tolerate your disdain) for Salesforce Classic. I get that the idea of switching sounds like a nightmare! But we all knew this was coming.

In case you’re an admin who somehow hasn’t heard, Lightning is the latest Salesforce user interface. Without sounding like a gimmicky salesperson, Lightning is the way of the future for Salesforce customers.

For real. We’re going from this…

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