Process automation is a prime example of how Salesforce gives admins a lot of control in an easy to master format. But, as with many things on a platform as vast as Salesforce, it can be hard to know where to start
On this episode of Workflow Rule Makeovers, we’ll take the default NPSP workflow for sending the email acknowledgement and make it into a process builder process that allows you to set criteria for using different templates.
For all of the awesome features and power of Salesforce, it doesn’t take an admin very long to run into something bafflingly underpowered. Like, for instance, email templates. Automated emails are easy to trigger based on sophisticated criteria, but giving those emails the personalized touches expected in this day and age? Not so straightforward.
A custom Visualforce page allows members to easily update their company and employee contact info.
Security and data access in Salesforce are controlled via a powerful and difficult-to-master set of tools. Profiles, permission sets, roles, role hierarchy, sharing settings, and page layouts are all part of the toolbox. They offer different capabilities, but also overlap and interact in ways that can be difficult to wrap your head around.
As part of my work to simplify the permissions and security regime for a forty-seat nonprofit organization, I put together this basic primer on these tools, in hopes of offering ways into this intimidating and mystifying terrain. This guide is written with the small-to-medium sized nonprofit in mind.
More sales and easier fulfillment.
Removing the barriers that kept members from renewing online, and improving the experience for members and League staff.
Link to a report outlining the suitability of three different inexpensive Association Management Systems to my client’s needs.