How to Import Data to Salesforce using Data Loader
The ins and outs of importing data to Salesforce using Data Loader including preparation and cleansing of data files, assessing the system configuration, performing the import, and validation.
TrailheaDX 2018 Recap
A great event for developers and admins alike, this year’s TrailheaDX incorporated the hands-on learning of Destination Success to offer attendees a wide range of learning opportunities.
Taking Salesforce Nonprofit Cloud Beyond Outbound Funds
Streamline inventory management, external funding requests, grants, and more.
A Nonprofit Success Story - The Women's Center of Jacksonville
The Women’s Center of Jacksonville dramatically increased their impact with a move to the Salesforce.
The Mobile Pantry Program: A Client Success Story
1.4 million people in New York City face hunger every day and many, including a rapidly growing number of seniors, have little to no access to food. West Side Campaign Against Hunger is combatting this with their Mobile Pantry Program.
Slack vs Chatter
A look at two collaboration tools where they overlap and some best practices for when to use them.
Chrome Extensions For The Win
An overview of Chrome Extensions to help optimize time spent online.
The Benefits of Using Survey Tools
Survey tools are a great way to get timely feedback and generate useful analytics based on these responses.
Whats Up with Facebook and WhatsApp?
With the recent announcement of the purchase of WhatsApp by Facebook I figured I’d give a run down of what WhatsApp is and how I’ve been using it for the last few years. I’ll add in a few things I hope Facebook does with it and a few that I hope they don’t do.
Tips from 10 Years on GTD®
My journey starting, using, and trying to master the Getting Things Done® (GTD®) principles over the last 10 years.
Getting Started with GTD®
So how do you really get started doing GTD® after you’ve seen the videos, read the book, and heard the many tips and best practices? This blog will take you through my journey as a very new GTD up and comer.
Why Sales Teams Should Be Excited About Spring '13
A look into some new features released in Spring '13 that sales teams should be excited about.
Using Google Docs for GTD® , Scrums & Project Management
While Google Wave died almost a year ago, Google Docs and Drive live on so it is time to revisit how we use it for Getting Things Done® (GTD® ), scrums, and project management.
Taming The Email Monster Revisited
Expanding on the “Tame the Email Monster with These 3 Easy Tips” with a few more for 2013.
Doing Work with Do.com
Checking out Do.com for project management, and its integration to Salesforce and other cloud platforms.
Comparing Data Loaders for Salesforce
Comparison and reviews of third-party data loaders for Salesforce while stacking these up against the Apex Data Loader.
Too Much Chatter - Unfollow Like a Pro
How to use list views and the Data Loader to mass unfollow Salesforce.com records in Chatter.
The Rise of Cloud Depreciation in Spring 12
With every new Salesforce.com release comes tons of new features to try or buy, but sometimes a new release is a time to say goodbye.
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.
The Best & Worst iOS Podcast Apps
A quick review of four different applications for subscribing and listening to your favorite podcasts on iOS.
Summer 12 Hard Core
A look at some of the core features that Salesforce.com is planning in the Summer 12 release.
Spring 12 Release Notes Rapid Reaction
Once again Salesforce has a large release scheduled for Spring 12 - here are some of my favorite features.
Salesforce Hears a Many Who?
A quick and dirty review of shared activities for tasks which will be released in Summer '12.
Sales Discovery Best Practices
A quick breakdown of some of the best practices for the sales discovery process.
Quick and Easy Salesforce Validation Rules
A look at two simple Salesforce.com validation rules that have applications across verticals and understanding the syntax behind them.
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.
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".
Networking the Dreamforce Portal
A quick look into how to network using the Dreamforce portal.
My Three Extra Digital Brains
How I keep things organized in this day and age of information overload with three extra digital brains.
Messages Beta for OS X: A Review
With the announcement of OS X Mountain Lion last week, iMessage finally gets desktop integration in the form of Messages Beta.