Intro to Data Cloud: How to Navigate Data Ingestion and Identity Resolution Like a Genealogist
Everything old is new again. And also, everything new is rooted in history. One of Salesforce’s newer offerings is Data Cloud. This is a system for unifying information from a single organization’s multiple different Salesforce CRMs and other data sources, and consolidating the data so […]
Reflections on Navigators’ Two-Year Anniversary
Dear Friends, Clients, and Partners, As we approach the two-year anniversary of Navigators, we want to extend our heartfelt gratitude to those who have been part of our journey. First and foremost, to our incredible clients—your trust and partnership have been the bedrock of our […]
How Nonprofits Can Benefit from Implementing a Customizable CRM
Last week, my 76-year-old mother stopped by the Altoona Staples store to ask if they had Rolodex cards in stock. She wanted to replace some of her cards that have gotten jumbled over time with corrected and crossed-out information. When she told this story to me, I wasn’t surprised to hear that the staff kindly explained that there weren’t any cards in stock. I was surprised that their fulfillment center still had the exact format she needed and were able to have a set delivered to her within a few days!
Hidden Gems in the New Nonprofit Cloud 3: Action Launcher
With the introduction of Nonprofit Cloud, the new Industries Cloud-centric option for Nonprofits, a host of new (and new-to-us) features are entering the scene all at once. It’s easy to feel overwhelmed by all the options, especially when many of them have steep learning curves […]
Hidden Gems in the New Nonprofit Cloud 2: Interaction Summaries
With the introduction of Nonprofit Cloud, the new Industries Cloud-centric option for Nonprofits, a host of new (and new-to-us) features are entering the scene all at once. It’s easy to feel overwhelmed by all the options, especially when many of them have steep learning curves […]
Resources for the Nonprofit: the Salesforce Lightning Design System
I’m often asked by new(er) Nonprofit Admins for advice on how to begin to wrap their arms around their new role, and one of my recurring answers is: “Know your resources.” Welcome to our “Resources for the Nonprofit” series, where we go into a deep […]
Hidden Gems in the New Nonprofit Cloud: Life Events
Feeling a bit overwhelmed? Here are five awesome features from Nonprofit Cloud you can implement today! With the introduction of Nonprofit Cloud, the new Industries Cloud-centric option for Nonprofits, a host of new (and new-to-us) features are entering the scene all at once. It’s easy […]