Friends. I have a confession to make.
Some of you know I’ve been a Salesforce Admin at my org for a few years. But for the majority of that time, I made a common rookie’s mistake.
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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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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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Everyone’s in rapid response mode right now.
Nonprofits are scrambling to keep their programs running. On a personal level, many of us are bracing for what’s to come with this pandemic. So it’s really no surprise that the org database is the last thing on anyone’s mind…except for us.
By “us”, I mean anyone who leads on data or systems thinking for a nonprofit: database coordinators, Salesforce admins, accidental admins, data managers, and the lot.
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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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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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