Category: Education/Nonprofit

Bloggers and influencers who write about  nonprofits and education in the Salesforce ecosystem.

Launching a career transition into Higher Education marketing

Target X By: Paul Napleton, Head of Digital & Marketing Automation Admissions, Recruitment and Marketing University of East Anglia A 360º view of student data enables UEA to deliver increasingly personalized and better one-to-one communications After over 20 years of…

De-Risk Digital Transformation

People assume that if it’s in the cloud, it’s protected. But for most SaaS apps like Salesforce there is a shared responsibility for keeping data safe. Customers are responsible for the errors and corruption they create. Yet despite this exposure,…

CRM Launch #2 – How to create a clear business case

You know you need a new CRM – it’ll save hours of admin time, give your team a clearer view of activities and progress, and create a central hub for all those scattered contacts and tasks you have – saving everybody…

6 essential elements to launch your CRM Project

Over the next 6 weeks we will share insight on 6 essential elements to kick start your Salesforce CRM project successfully. At Economic Change, our purpose is to empower accidental Salesforce admins and CRM managers with the information they need to implement and…

2020 OFN Conference: Finance Justice

Craftsman Technology Group Each year, Opportunity Finance Network (OFN) hosts the CDFI industry’s largest event. As a long time OFN Ally, Craftsman was proud to sponsor the 2020 OFN Conference. This year’s theme, Finance Justice, was relevant to its time…

Salesforce Prefill Connector: Optimize FormAssembly Forms

Craftsman Technology Group CDFIs and other community development organizations are increasingly using online forms to collect applicant and constituent data. Automatically passing this information into Salesforce removes the need for manual entry and enhances user experience. Tools such as FormAssembly’s…

Salesforce Winter ’21 Release Digest

Craftsman Technology Group For more information on the new Flow layout feature shown above reference the ‘Flows – UI updates’ release topic. The Winter ‘21 Release hit sandboxes and some production orgs in September, and will be rolling out to…

Contact Record Types vs. Custom Objects – Which to Choose When Serving Different Populations in Human Services

Orgs That Overcome In considering how to distinguish (in Salesforce) between types of clients participating in different areas in the organization, it is essential first to determine the degree of separation between the different areas or programs. On the one…

My Testing Checklist for Processes/Flows that Create Records Automatically in Salesforce

Orgs That Overcome While we don’t want to waste time needlessly testing for “edge cases,” the different scenarios that might break our automation in Salesforce can become numerous as the automation becomes more robust. Furthermore, something that we judge to…

Brain Health for Salesforce Professionals – To Overcome Challenges with Tech, First Optimize Your Brain

Orgs That Overcome What if our lifestyle choices influence the level of motivation, focus, and mental energy we bring to the task of Salesforce development? What if a person’s “work ethic” isn’t just a matter of will-power and virtue? Photo…