Archive for SalesForce

Getting Started with SalesForce.com

Nerding, Nonprofiteering, SalesForce on January 21st, 2012 No Comments

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 [...]

Blackbaud Acquiring Convio: What Does It Mean?

Nonprofiteering, SalesForce on January 17th, 2012 1 Comment

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 [...]

Advancing Bicycle Access, Safety, and Education

Bike Texas

Featured, Our Work, SalesForce on November 28th, 2011 No Comments

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 [...]

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Rich Text and VisualForce

Nerding, SalesForce on October 12th, 2010 No Comments

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 [...]

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Big Fish Donors (Part II)

Nonprofiteering, SalesForce on December 21st, 2009 No Comments

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 [...]