New Training Video: Basic Activity Management in Salesforce

Forcify releases the first training video in a new series on Activity Management in Salesforce
 

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New Salesforce Training Video: Basic Reporting for Nonprofits

Forcify.me is pleased to make available the first video in our new Salesforce training series on Reporting & Analytics.  
 

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How-to Group Salesforce Campaigns

We got a good question the other day about using Campaign Types and Campaign Hierarchy. These two features are essentially used to help you group Salesforce campaigns for reporting purposes. 

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Use Cases for Roll-up Summary Fields

Recently we had a user ask for some more real-world use cases of Roll-up Summary Fields.
 
One example would be when a donor is on the phone to discuss this year's donation (!). Having quick access to some fast facts can be a great help as you have this conversation.  Roll-up summary fields on that individual's contact record can provide you with data such as:

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Mass Edit and Mass Update

As you might imagine, we do a lot of salesforce data management work and we have a bunch of tools that we use to help us including, but not limited to Data Loader, Workbench and CRM Fusion's DemandTools.   Some of these tools can be a pain to set up or a bit lacking in the ease-of-use department, so for smaller data tweaks and updates, you might find these tools to be a bit unwieldy. 

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