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While Salesforce offers a variety of tools that can help a nonprofit organization, the latest and greatest of these is Salesforce Nonprofit Cloud. Nonprofit Cloud offers a set of solutions to help your organization with fundraising, program management, outcome management, and grantmaking. This article will go over the many aspects of Nonprofit Cloud, such as new objects and data models, that have to be considered during implementation.

Salesforce is a great CRM tool, but one issue that companies using the platform may face at some point is limited storage space. You can always purchase more storage space, but this can quickly eat into profits. However, there is no need to fear. There are methods of creating more storage space by using third-party systems like Dropbox and Google Drive to store our files. We demo how to avoid Salesforce's file storage limit using external files. Includes video and sample file.

You’ve decided to use Salesforce Financial Services Cloud...but where do you begin? How can you utilize Salesforce to track all your customer interactions and give the best advice for your customers’ needs? Whether you're an insurance company, a bank, or an investment company, Salesforce Financial Services Cloud (FSC) is the platform for you. This comprehensive guide will walk you through the steps to create a successful implementation that will make FSC work for you!

There are so many things to consider when using Salesforce Nonprofit Success Pack (NPSP) for your nonprofit organization that it can be tricky to know where to start. This comprehensive guide will walk you through the steps to create a successful implementation that will make NPSP work for you! Includes a video.

The possibilities for building a custom field service implementation are nearly endless when considering all the offerings in Salesforce Field Service. This 8-step guide provides you with a comprehensive overview of how to effectively leverage the powerful management tools in Salesforce Field Service.

It's common for businesses to want to take business days into account when showing data on a dashboard in CRM Analytics (formerly Tableau CRM) to compare those figures to the last year's same period. The problem is that CRM Analytics does not have a native set of functions to calculate business days; however, Sales Cloud does. We demo how to utilize Sales Cloud's business hours object and some custom Apex to generate business days to sync to Analytics for dashboard queries. Includes a video and sample file.

Salesforce users looking to enhance their product-quoting processes can take advantage of Salesforce Configure, Price, Quote Software, or CPQ. Some features require the use of custom JavaScript plugins to meet the needs of your company. We demo how CPQ users can add features like Percent of Total Calculations on Amended Quotes. Includes video and sample file.

The ability to generate fillable PDFs for Salesforce Field Service can be a powerful tool. We demonstrate how to use PDFLib, a JavaScript library that can be used to create and modify PDF documents and fill forms. Includes sample file and video.

Salesforce is a great platform to fulfill your business needs and extract the greatest value from your data and processes. But an out-of-the-box implementation will rarely serve all of your unique requirements. A well-planned Salesforce implementation will get you and your users started using a platform that is tailored to your business, and this checklist can help lead you down the path to success.

Salesforce Marketing Cloud's ability to set your contacts on a marketing journey that you can track over a 30-day period is a powerful marketing tool. But some organizations find they need more than 30 days of journey history data. We explore how to leverage Marketing Cloud REST API and its automations to save all the journey history data for your organization. Includes a video and sample file.

Thumbnails don't always cut it. Sometimes you need the full resolution Salesforce Marketing Cloud email in Sales or Service Cloud to see what was sent to your contacts. In this article, we explore the process used to accomplish this goal in part four of our Marketing Cloud Connect series. Includes a video and sample file.

In this article, we review how to expand the capabilities of Salesforce Marketing Cloud Connect to automatically sync any data from Marketing Cloud over to Sales and Service Cloud. Includes a video and sample file.

When you decide to implement Salesforce Marketing Cloud Connect in your organization, one of the first considerations will be how to handle Subscriber Keys from Sales or Service Cloud. Explore the process used to accomplish this goal in article two of our Marketing Cloud Connect series. Includes a video and sample file.