Salesforce Spring 13 Release Notes Rapid Reaction
The release notes for the Spring 13 release of Salesforce have been circulating the Internet - here are some of my favorite features.
Cloud Computing Predictions for 2013
For the third year in a row I am going to throw down some crazy cloud computing predictions for the next year and hope that any part of them come true.
Holiday Tips & Tricks for Nonprofits
Last minute tips and tricks for maximizing gift giving during the end of year and holiday season.
Sales Discovery Best Practices
A quick breakdown of some of the best practices for the sales discovery process.
One-Pager Tear Sheets with Conga Composer
A look into using Conga Composer to generate one-page tear sheets, to summarize a Limited Partner or Fund for financial firms.
My Three Extra Digital Brains
How I keep things organized in this day and age of information overload with three extra digital brains.
The Guts & Glory of Global Permission Sets
Global Permission Sets were introduced in the Winter 13 release of Salesforce as a way to eliminate Permission Set proliferation just as Permission Sets were created to help prevent Profile proliferation. Let’s break this down to see if Globals as I’ll call them will do just what they are intended to do.
Nonprofit Starter Pack (NPSP) - Love it or Leave It
The Nonprofit Starter Pack - known as NPSP in the Salesforce community - is a set of packages installed in a Salesforce environment to transform the “Sales Cloud” into a “Fundraising Cloud”. The packages have some great features... and some not so great features. Here are my thoughts on what I would "take" or "leave".
Analyzing Analytic Snapshots
Managing the Family Calendar in the Cloud with iCal
A guide to setting up and running a family calendar in the cloud across all your devices to stay organized, family style.