Nonprofit Success Pack?
Our very own Salesforce MVP and Director of Nonprofits at Redpath, Nick Lindberg, was featured on the Salesforce.org blog for his take on the new Nonprofit Success Pack (NPSP). The NPSP is the same app we know and love, just a new name. Using his expertise in nonprofits, he discusses all of the benefits and exciting things to look forward to with this tool in place. To find out more about the Nonprofit Starter Pack and the Nonprofit Success Pack, take a look at his full blog post here. Go Nick!
Your Salesforce – The one you just inherited
So you Inherited an existing Salesforce Org - What Next? So it is you first day on the job as a Salesforce System Administrator for your dream company, and you have inherited an existing Salesforce org that has been in use for years. How do you go about evaluating the current state of the org? What actions do you need to take? How do you plan for the future? Where to Start? It is probably a good idea to evaluate your "Current State" before you take action to make changes. Generally it is unwise to change something that you do not ...
Things are Changing in Salesforce
Things are Changing in Salesforce We want to notify every one of three important changes happening in the Salesforce platform. If you have any custom integrations, use Chatter Answers or use Web-to-Case/Web-to-Lead, please read these changes. If you are not sure if you are affected or need help with the updates, please contact your Redpath Account Manager or contact us here. HTTP/HTTPS Who it affects: Users in the NA2, NA4, NA13, NA15, NA16, CS15, CS16, CS17, CS18, CS19, and CS20 instances and if you are using call outs to 96.43.146.8 or 96.43.150.8. This change will take effect in the ...
Salesforce Duplicate Manager VS. Dupecatcher
Both Salesforce’s Duplicate Management and Symphonic Source’s Dupecatcher are great at catching dupes and for the most part, do the exact same thing. Both use the schema of using matching rules and alert rules. That is it say, "How do you match records?" and "What happens when a dupe is found?" Dupecatcher has been around for a few years and has been the go-to app for preventing duplicates and now Salesforce contests this top spot. From our testing internally and with clients, we find that Salesforce’s Duplicate Management has some features that make it a superior choice. To give a fair comparison of ...
20 Ideas to Vote for on the IdeaExchange
More than three Conditional Highlighting fields In the past, we’ve had many cases where we’ve run into limitations that called for more than 3 conditional highlighting fields. With this new capability, we would have the ability to create a matrix of more than 3 fields, which would allow for more flexibility. Data loader: Transfer accounts along with contacts and other selectable objects It would be great if there was a way to load multiple tables of data in a single load rather than loading each individual table one at a time. The problem with this is that the data needs ...
Are you getting the most out of your Salesforce investment?
By utilizing our Path to Success assessment, we are able to evaluate a number of existing Salesforce implementations. Customers typically request a Salesforce assessment because they feel they are simply not getting enough from their Salesforce investment. Some of the common problems we come across are: Dirty Data Imagine you have 10 sales reps, and every day each person makes two calls to the wrong number. Not only do they waste time with those faulty contacts, but it is likely they will spend even more time tracking down the correct number to call. The wasted time quickly begins to pile up. In ...
Lightning Series #5: User Adoption
With the advent of Lightning, there is a lot to consider. As you have seen in our previous posts, Redpath worked through many functionality considerations before flipping the switch on. Today, I am going to talk a bit more about the cognitive considerations to Lightning. Lightning presents a whole new way to use Salesforce. From the home page down to the setup menu, each of the pages looks differently. While the end result of data being created/updated is similar, getting to this end result can be completely different. Because the look and feel (or in some cases the process) changes, ...
Lightning Series #4: Enablement Checklist
Is your organization looking to enable the Lightning Experience for Salesforce? While Lightning offers some pretty significant upgrades from Aloha UI, it is still not 100% supported, and does not have all the functionalities of the Aloha. Below is a checklist so see if your Salesforce organization is able to operate with the functionality gaps currently present in the Lightning Experience. [minti_table style="2"] Does my organization qualify for Lightning Experience? Are you using Contact Manager Edition, Personal Edition, Database.com Edition, and Chatter.com Edition? These editions aren't supported in Lightning Experience. General List all javascript custom buttons Javascript buttons are not ...
Salesforce Agile Accelerator. Manage your Salesforce instance like Salesforce.
Ever wondered how Salesforce manages their releases? It should come as no surprise that they have been using the Salesforce Platform to manage product backlogs, sprints, user stories, defects and much more. In 2006 Salesforce made the transition from the Waterfall approach to the Agile approach with their GUS (Grand Unified System), and they claim a 38% productivity improvement. The great news is that you can use the same agile app that Salesforce uses. What do you get? You get Agile Project Management in one application, on your Salesforce Platform. Where you can collaborate with your peers on work in context using Chatter. The tool is ...
Lightning Series #3: Functionality Gaps
As our team went through the testing process, we found several gaps in functionality (many of which are vital to our Salesforce org) that went beyond what we already knew to be problematic prior to testing the Lightning Experience UI. For instance, we knew that things like Big Deal Alerts on Opportunities, scheduling of report refresh, and inline editing from list views were not yet available in the Lightning UI; but as we went deeper down the rabbit hole we discovered other gaps as well. Salesforce has a very detailed article that documents key features that are not available in ...
