Cloudy at #DF16: Cloudy’s Favorite Apps – Workato
Last week, Cloudy went over the basics of Salesforce integration. Read it first to understand the integration “stages” and the example case study, which we will continue to use ...
Cloudy’s guide to Salesforce Integration: Easy as 1-2-3!
What does it mean to integrate with Salesforce? The end goal of integration is to have one source of truth for your most important data. Rather than having the details ...
Cloudy at #DF16: NPSP Roadmap
For nonprofits using Salesforce and the NPSP it has been an exciting year! There has been an undeniable surge of energy from the Salesforce.org Foundation, manifested in the many new ...
Cloudy at #DF16: Take the #PageLayoutChallenge!
We spend so much of our Salesforce time and dollars shooting for big game: that we sometimes forget the “little things” like usability. But in this case, the little things ...
Cloudy’s Bright Ideas: Mastering List Views
List Views are an important tool in Salesforce to see, understand, and interact with your data, and often they are underused! Here are some tips to help you master List ...
Cloudy at #DF16: User Group Leader Summit
At Dreamforce 2016, Cloudy was excited to have the opportunity to attend the 2nd Annual Salesforce User Group Leader Summit. Early on the first day of the conference, more than ...
Cloudy’s Bright Ideas: Find your Data – List views
When you log in to Salesforce, you want to quickly find, sort and interact with the right records, without a lot of clicking around. List Views are a very easy ...
Cloudy’s Bright Ideas: Customize Search and Lookup Results
In Cloudy’s last post, we learned about finding records using salesforce global search; these suggestions apply to all users. An administrator can further customize search results to be more meaningful ...
Cloudy’s Bright Ideas: Find Your Data – Search!
Whether you are a brand new Salesforce user or an old hand, consider these bright ideas to streamline your workday, increase productivity, and get the most out of your ...
Salesforce for Nonprofits – Campaign Mailing list for Households
For nonprofit organizations, two of the most useful features of Salesforce and the Non Profit Starter Pack are Campaigns and Households. But what happens when it seems these two handy ...
