SalesForce is a great platform, but getting started on it – especially without previous experience with a similarly complicated system – can be intimidating. I thought I’d write up some suggested steps. Overall, your goal should be to get a simple, small value out of SalesForce and build from there. Don’t try to set up [...]
It’s only been public knowledge for around 90 minutes, so please take everything in this post with a grain of salt, especially as I have no first-hand experience using any Blackbaud products, or most of Convio’s. At Prelude Interactive, we work quite a bit with SalesForce.com and the offerings surrounding that – like Convio’s Common [...]
We’ve been working with Bike Texas to improve their implementation, usage, and return on investment from SalesForce and Kimbia. Most significantly, we performed a significant migration of data from a legacy FileMaker database to SalesForce. We created a mapping between data models, and performed the migration and followup. Kimbia is an online donation widget and [...]
This post is just pure SEO love for a solution on the SalesForce Community forums. http://boards.developerforce.com/t5/Visualforce-Development/Using-the-New-quot-Rich-Text-Area-quot-Data-Type-in-VisualForce/m-p/169410#M21288 I ran into a problem recently where I changed a long text field to a rich text field, but could not use it in a VisualForce page in Sites. It worked fine viewing the page in SalesForce itself. I [...]
This is a follow up to a previous post asking what cause based orgs were doing to pursue HNW individuals and their bags of tax deductible money. http://www.flickr.com/photos/scatty/ / CC BY-ND 2.0 At DreamForce a few weeks ago, I saw the demos for a few vendors who offer very comprehensive data of the social and [...]
