by Mike Walsh | Jun 13, 2014 | Blog, Salesforce-Apps-AppExchange
Salesforce Chatter is constantly gaining new and powerful tools to allow for collaboration and communication between internal users and customers alike. If your team or customer base are scattered across the four corners of the globe, however, collaboration and communication have a tendency to clash with language barriers. Maybe the answer you need is in Japanese, and the question you can totally answer and make someone’s day is in Hebrew. Chatter isn’t going to help you there, but the Social Translate Canvas app has your back!
Social Translate allows teams to collaborate in their native language by translating Chatter posts and Salesforce records on demand in their chosen language.
Check out Social Translate today and open your doors to the world!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Mar 7, 2014 | Salesforce Tips
Keeping track of interactions and transactions with individuals rather than businesses can be challenging. Salesforce offers the option of enabling Person Accounts, but there are some significant considerations to keep in mind here. The Nonprofit Starter Pack offers a solution which avoids Person Accounts which is worth investigating whether or not your organization is a nonprofit.
If your organization uses the Nonprofit Starter Pack (or maybe you’re still investigating Salesforce for your nonprofit), you have an important decision to make that will affect your data for years to come. All Contacts in Salesforce should have an associated Account, but many nonprofits primarily do business with individuals rather than businesses. The NPSP was built with this in mind and has implemented two solutions to make sure none of your contacts get left behind. The 1-to-1 model automatically creates a unique Account record for every Contact in your system, while the bucket model associates all unaffiliated Contacts with an “Individual” Account. Choosing the correct model for your organization can be complicated, but the developerforce team has put together a useful resource which may help you make the right decision.
1-to-1:
Pros
If you relate Opportunities to the individual’s Account, you can create Rollup Summary fields that total Opportunities to the Account
Cons
There are two records created for each individual–a Contact and an Account
Bucket:
Pros
this model has less impact on the standard functioning of Salesforce.com
Contact merge and Lead conversion work normally
Cons
Opportunities can’t be rolled up to Contacts via Rollup Summary fields, but donation rollups are available through NPSP code.
Check out their complete recommendations and instructions here and download the Contacts and Organizations package here.
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Mar 7, 2014 | Blog, Salesforce-Apps-AppExchange
If you work with a nonprofit organization, you may already know that Salesforce has great deals for nonprofit organizations (including 10 free Enterprise licenses!!!). You may not know, however, that you can get it preinstalled with a whole suite of apps tailor made for organizations like yours. The Nonprofit Starter Pack (NPSP) is a collection of five applications designed with the special requirements of nonprofits in mind. Specialized handling for Contacts and Organizations, the ability to track households, relationships, and affiliations, and to manage recurring donations allow you to keep track of all the information you need every day. And as free apps, the NPSP isn’t just for nonprofits. You can download each individually to help meet your businesses unique requirements.
The Nonprofit Starter Pack is a set of customizations to Salesforce.com CRM that supports some common nonprofit business processes. The Nonprofit Starter Pack consists of custom fields, custom objects, reports, workflow, page layouts, Force.com Code (Apex) and VisualForce pages.
Check out the developerforce wiki here for more information on the NPSP and to find links to each of the packages. You can also check out this week’s Tip of the Week for a little background on the Contacts and Organizations package. And if you’re still trying to decide if Salesforce is the right choice for your organization, why not sign up for a free trial org today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
