Salesforce

Salesforce Spring '17 Release Overview

The Spring '17 Release empowers everyone to be their best with amazing new innovation for Einstein and Lightning built right into the Customer Success Platform. We want to make sure you're prepared to take full advantage of all the new features. Join our AMER Success Team for release highlights, use cases and best practices that will help you drive business value for your end users.

Reflections from Tahoe Dreamin’

Reflections from Tahoe Dreamin’

 

There is something special about community-run regional Salesforce events like Tahoe Dreamin’. They’re more intimate events that allow for more meaningful conversations. And there’s something special about a conference run entirely by Salesforce users who want to dedicate their time to learning more about Salesforce

Last week, 200 Salesforce users gathered in South Lake Tahoe to network, learn, and get inspired.

Sarah Joyce Franklin, SVP of Developer Relations and GM or Trailhead at Salesforce, gave a keynote speech that set the tone for the conference. In it, she made three key points that provided a new perspective on how you work with your Salesforce instance:

1. Change the story from “Can I change the world?” to “Will I change the world?”.

At Now IT Matters, our clients are in the business of changing the world, and that can be a daunting task. From connecting with constituents to monitoring program outcomes, leveraging Salesforce to fit your organization’s needs can be equally intimidating. But instead of asking yourself if you can do it, as yourself how you will do it. Just changing the story puts you on a path and is the first step in planning your success.

2. Do not be ruled by fear.

As I attended the sessions at Tahoe Dreamin’, I amended this to “Do not be afraid of Lightning.” Many nonprofits have been reluctant to switch over to the new platform because it’s different, it’s unknown. And if we’re being honest, that’s a little scary.

But Lightning isn’t something to be intimidated or worried about, it’s something to explore and be excited about! Turn it on in one of your sandboxes and play around. Collect use cases from your Salesforce users and see how you can solve them in Lightning. If you fail, it’s just a sandbox. And if you succeed, your users will thank you.

3. Be the change.

This comes from the famous Gandhi quote, “Be the change you wish to see in the world.” And it holds true when managing a Salesforce instance. Be an example to your users. Inspire them to learn Salesforce by earning some Trailhead badges, or get a certification. Want them to get excited about the platform? Get excited about the new features coming out in the Spring ‘17 release and share them with your users.

Whether skiing down a snowy mountain or taking the leap to convert your org to Lightning, the point is to take the chance. Could you end up with a failed project (or a face full of snow)? Absolutely. But try anyway.

What is My Domain and why will Salesforce require it?

What is My Domain and why will Salesforce require it?

Starting with the Spring ‘17 release, Salesforce is going to require that all current and new Salesforce orgs have My Domain enabled.

This new requirement will help avoid any surprises when Salesforce performs routine maintenance on its servers. My Domain is also required to create a branded login or use Single Sign-On with Salesforce and to use Lightning Components.

How do I know if I have My Domain enabled?

The easiest way to see if you have My Domain enabled is to log into your Salesforce org and look at the URL.

If it looks like this:

mydomainurl1-2

with something like your company’s name followed by “.my.salesforce.com”, then congratulations! You’ve already enabled My Domain in your org. Way to be ahead of the game!

If it looks like this:

nomydomainurl

with a letter/number combination like na29 preceeding “.salesforce.com”, then you do not have My Domain enabled for your org and should enable it before the Spring ‘17 release.

How do I enable My Domain?

Surprise! There’s a Trailhead trail for that. The trail takes about an hour, and will walk through all the steps and considerations for creating a subdomain in Salesforce.

Here are a few things to keep in mind while turning on My Domain:

  • The subdomain cannot be changed once created, so choose wisely!
  • Any hard-coded references to URLs in your Visualforce pages, Email templates, etc. will need to be updated with your new orl URL. We recommend having an advanced Administrator or Developer make these updates. This article provides information on how to find and update hard-coded references in Salesforce.
  • Once My Domain is enabled, users will be able to log in to your Salesforce org by going to http://[fusion_builder_container hundred_percent="yes" overflow="visible"][fusion_builder_row][fusion_builder_column type="1_1" background_position="left top" background_color="" border_size="" border_color="" border_style="solid" spacing="yes" background_image="" background_repeat="no-repeat" padding="" margin_top="0px" margin_bottom="0px" class="" id="" animation_type="" animation_speed="0.3" animation_direction="left" hide_on_mobile="no" center_content="no" min_height="none"][subdomain].my.salesforce.com instead of to the Salesforce login website.

My Domain creates a more branded experience for your users and will ensure fewer headaches in the future as Salesforce continues to update and maintain its systems.[/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]

NPSP: So Much Change, So Little Time

So Much Change, So Little TimeHousehold Naming & Primary Contacts

There have been many big changes lately to the Nonprofit Success Pack that a few new features may have been missed.

For example, you can now adjust the universal Household Name settings so that only the Primary Contact of a Household is included within a Household Name and within associated Formal and Informal Greetings for all Households in your Salesforce org.

Let’s say there are two members of a Household: Fred and Wilma Flinstone and that Wilma is set as the Primary Contact. Now you can adjust the Household Naming settings so that only Wilma’s name is used for purposes of naming.

In the example above the result of these changes would be:

Household Name = Wilma Flintstone Household

Formal Greeting = Mrs. Wilma Flintstone

Informal Greeting = Wilma

To make the adjustment go into Household Name Settings within the NPSP Settings utility.  Now update the following values within Household Name Settings:

  • Name Connector = (leave empty)
  • Name Overrun = (leave empty)
  • Contact Overrun Count = 1

screenhunter_2846-nov-04

 

After making this adjustment you’ll need to use the Refresh Household Names batch feature to force an update of Household Naming throughout your records.

A word of caution: these changes will apply to all Households in Salesforce.

An Alternative: Case-by-Case Changes

If you only want to limit the Household Name to the Primary Contact on a case-by-case basis, then utilize the Manage Household button on individual Household records.

The Managed Household feature will provide more granular control by allowing a user to exclude specific contacts from Household Naming fields. In the example below, the child within a household is excluded.

screenhunter_2848-nov-04

To learn more about Household Naming check out this article from the Power of Us Hub: https://powerofus.force.com/kA080000000CsCJ?srPos=0&srKp=ka0&lang=en_US

 

Cloud TnT: That Much Better for Someone Else: Nick Lindberg

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A PODCAST FOR NONPROFITS USING SALESFORCE. With Tim Lockie, Tracy Kronzak, and Joni Martin.

A more humorous review of Dreamforce 16 recorded BEFORE Dreamforce – yeah, we’re that good. And we also talk to MVP Nick Lindberg about service, friendship, and the Good Old Days of Salesforcelandia. A heartwarming story of family and community ensues. 

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That Much Better for Someone Else: Nick Lindberg

 

 

#LevelUp with the Salesforce Community

How One DevAdmin #LeveledUp at Dreamforce

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More than one person has described Dreamforce to me as going to Summer camp, where you get to reunite with all the friends you haven’t seen for the past year. While this might not be the best way to convince your boss to let you attend this conference-to-end-all-conferences, it does highlight one of the most valuable products Salesforce has to offer: the community.

Yes, the hands-on-training sessions are great learning tools, and the keynotes are always an exciting look at what’s coming up in future product releases. But when you’re back at your office, sitting in front of your computer, baffled by the Process Builder that keeps inexplicably failing, who’s going to help you?

Answer: all those friends you see every year at Dreamforce.

Whether you post your question in the Success Community, Developer Forum, Power of US Hub, or call in to one of the dozens of office hours hosted by Salesforce users like you, you have a wealth of access to people who’ve stared at that same Process Builder and want to help you be successful.

So go ahead, give us your toughest questions, your seemingly insurmountable Salesforce challenges. We’ve got a community of thousands that wants to help you #LevelUp.

How NiM #LeveledUp at Dreamforce

What we have Learned and how NiM #LeveledUp at Dreamforce '16

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Dreamforce '12 was my first Dreamforce. My focus that week was on spending time with the NiM team, individual empowerment, and skills acquisition. In addition to meetings with my team, I had a long list of sessions to attend and I scurried all over campus to be sure I was at the "must do" events. By the third day, I had learned a ton, but I was WORN OUT! I had also missed a key opportunity to build community.

While Salesforce.org offers ways to build community online through the Power of Us Hub and the Success Community, Dreamforce just can't be beat for connecting in person. The connections I made at Dreamforce '15 provided a source of inspiration and encouragement that lasted the whole year!

For Dreamforce '16, my goal was simple: have five meaningful conversations.

Some of these conversations were with old friends, some with folks I knew from the Power of Us Hub but had never met in person, some with strangers. I find myself thinking daily about these conversations and how I can allow those conversations to take root and shape NiM -- and me -- this coming year.

Learn Salesforce to #LevelUp your Career

Are you ready to #LevelUp your Career?

career Three years ago, my family and I made the decision to relocate from Houston, Texas to northern New Hampshire for my husband’s job. For those of you who have never been to New Hampshire, let’s just say there aren’t a ton of job opportunities available; especially when you live in the middle of the mountains and the cell service isn’t so great!

As luck would have it, a friend of mine mentioned her “Salesforce consulting firm” (Now It Matters) was looking for a part-time team member who could assist with training and development initiatives.

After applying and going through a short interview process, Now It Matters offered to facilitate my education of Salesforce, and extended a virtual job offer to me. The best part was I could do all of this from my home office!

Now, it’s two years later. I’ve survived a fierce winter (if you are contemplating two weeks in negative 30 degree weather, let’s just say “I don’t recommend it!”) and receiving my Salesforce Administrator certification (on my second attempt, but don’t tell anyone), my family and I moved back to Austin, TX. There, we decided it was time for me to return to work full time.

Little did I know that doors of opportunity would open up for me as a newly certified Salesforce Administrator! As I searched for a full time training and development position I realized the interview requests I received weren’t only a result of my 10+ years of work experience, but could also be attributed to Salesforce experience. With only two years of Salesforce experience under my belt I was a hot commodity!

As you may know, Salesforce is far-reaching and applicable for any industry. Plus, its support tools (Power of Us Hub, Success Community, Trailhead) are outstanding. The moral of my story is: If you have the opportunity to learn Salesforce, then take it! Who knows?! You may love Salesforce so much that you find yourself going down a completely different career path than intended. At the very least, Salesforce will help you #LevelUp and gain a competitive edge along your existing career path.

Is it time to #LevelUp your Fundraising!?!

Justin Barss, NiM Director of Sales, spoke today at Dreamforce on using forecasting in Salesforce to #levelup your fundraising! Click here to learn how to #levelup fundraising for your nonprofit organization!

Now IT Matters is here to help your organization #LevelUp, reach out and we will get you in touch with Justin, (415) 690-8567. You may also want to set up forecasting for your nonprofit on your own by following the steps Justin outlined in his presentation. The presentation slides are available for download here. Full content courtesy of Tim Lockie.