Administrator

Cloud TnT: Being a Changemaker: Shonnah Hughes

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

Cloud TnT talks cherry pie, guinea pigs, NPSP Days, and Tim’s kids. And, much more substantively, race, gender, justice, the difference between being an ally and accomplice, and the world of technology with recent MVP Shonnah Hughes, including her Trailhead for All initiative. This one got out a bit late due to the recent election, but is perhaps now even that much more relevant. One of our recent favorite discussions, and something we hope has some wisdom and comfort in it right now. 

Being a Changemaker: Shonnah Hughes

 

 

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]

Cloud TnT: Staff Favorite Episodes

cover170x170CLOUD TnT: A PODCAST FOR NONPROFITS USING SALESFORCE.With Tim Lockie, Tracy Kronzak, and Joni Martin.

Want more Cloud TnT?!? Catch up with some staff favorites from this year:

 

 

stevemolis

A Screwdriver and Lightning Boat: Steve Molis

A Very Special Cloud TnT with Salesforce superstar Steve Molis. Cloud TnT covers all kinds of ground, from answering questions and being of genuine service, to equality for all. Tracy fangirls out, and then cries (again). SteveMo chokes up. This is a golden recording, and there are no words for how much fun we had, just listen…

 

  adamkramer

The Next Level: Adam Kramer

While Tim’s away, Cloud TnT is helmed by Joni and Tracy with a fantastic interview with #AwesomeAdmin and consultant extraordinaire, Don Draper. We mean, Adam Kramer. Topics include NPSP evangelism, the NPSP Advisory Board, and building on the NPSP as a technical and community tool, and taking it all to the next level. Does the NPSP have a new mascot? It just might…

 

 

maddYou Really Have to Solve the Problem: Chris Robinson

 

While Tracy is away, Joni and Tim continue Cloud TnT’s #AwesomeAdmin series. Mothers Against Drunk Driving uses Salesforce to help deliver its nationwide services, and Chris talks about his journey implementing, his organization’s work, creating buy-in, and how being a Salesforce administrator fits in to all of it.

 

bonnyhinners

Bringing Us Together: Bonny Hinners

A lively discussion with #AwesomeAdmin, User Group leader, and MVP Bonny Hinners all about how important the customer is to Salesforce, and the changing role of the Salesforce community. A great segue to Dreamforce and the newly-announced Nonprofit Success Pack, covering the Dreamforce keynote previews and the Boston NPSP Sprint. We’re super excited to be heading to Dreamforce this 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.

The Tipping Point for Nonprofits Utilizing Salesforce

 

The Tipping Point for Nonprofits Utilizing Salesforce

The past three years have been incredibly exciting for nonprofits who utilize Salesforce to #LevelUp their development, volunteer, and programmatic operations.

tippingpoint1 In fact, the pace and breadth of change have been so spectacular that we are truly witnessing a Tipping Point in the evolution of Salesforce.org that will be felt for years.

Three distinct developments have contributed to this unique moment in time:

First, the Power of Us Hub launched in 2013.  This user-friendly online community quickly became the go-to resource for nonprofits utilizing Salesforce.  Did we mention it is 100% free!

Second, there was the revolutionary release of Cumulus (aka NPSP v.3) in 2014.  This upgrade re-aligned the architecture of the Nonprofit Starter Pack so that nonprofits could benefit more readily from the same features enjoyed by Fortune 500 companies.

In addition, the upgrade included goodies such as improved management of households, donations, and addresses as well as a centralized location for all NPSP settings and trigger management for the geeks out there.

Third, is the surprise release this week of the Nonprofit Success Pack, the successor to the original Nonprofit Starter Pack and first major upgrade of 2014’s Cumulus release.

According to Salesforce.org the Nonprofit Success Pack includes these new features to help nonprofits #LevelUp:

  • Campaign Advancements: Nonprofits can create personalized engagement plans that track the steps needed to engage with different types of donors and volunteers to improve fundraising and volunteerism. In addition, nonprofits can merge campaigns and reports to generate new groups that can be targeted with integrated marketing campaigns, helping nonprofits to engage more deeply with constituents.
  • Donor Management Advancements: New innovations that track employer matching programs, manage memorial gifts, and in-kind gifts so nonprofits can better manage their all of their donor relationships.
  • Constituent Levels: Nonprofits can create different levels of contact classification based on any number of variables (donations, volunteer hours, etc.) so that engagements can be tailored to many different kinds of supporters.
  • Lightning Ready: NPSP is built on Salesforce Lightning, providing a modern and intelligent user experience on any device, enabling nonprofits to work faster and smarter.
  • New Languages: NPSP is now available in three additional languages, Spanish, German and Japanese.

Source: http://www.salesforce.org/introducing-salesforce-nonprofit-success-pack

This is only the beginning according to Kevin Bromer, VP of Product Delivery at Salesforce.org, “We release a new version of the Nonprofit Starter Pack every two weeks and that’s a real part of our commitment to keep the product on the cutting edge.”

Of course, with so much positive change coming so quickly it can be tough to keep up and ensure your nonprofit is getting the most out of its investment.tippingpoint2

As always, we encourage nonprofits to stay on top of new developments through participation in the Power of Us Hub; however, if your nonprofit needs a little – or a lot – of extra help Now IT Matters will be here to assist.

 

 

Data in a Jiffy

[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"] So, you're in a jam. You need your data quickly, and your Exec needs it in Excel to do some pivot tables. You're not the best at Salesforce yet, but you know enough to get around. Enter Dataloader.io! During my first few months with Salesforce, this was one of the best ways for me to quickly get data in and out of Salesforce and do it simply. It also helped me learn about the relationships between the different tables in Salesforce while doing so.

For those of you who like data (like spreadsheets) and geek out a bit here and there (but don't have a SF specific background): Dataloader.io is just what it says, data in, data out. It also features the ability to match on text fields if needed. No need to look up Record ID's if you know the name of the Record! For the newbies out there, this is a great way to just experiment with exporting data from Salesforce in a different way from the usual running reports format. This isn't the only tool to be sure, but for a simple interface and a web based dialog - it does the trick!

Pro's:

  • Simple interface and three options (Import/export/delete). Case in point - just tried to find Quick Text to load records in another data loading custom tool and I couldn't find it - swing over to dataloader.io and its there.
  • Helps to have a backup Data Loader choice in case your main one runs into a snafu.

Con's:

  • Have to use a login to get in (oh well).
  • Will teach you how the tables are organized in Salesforce-whether you like it or not.
  • Access to all objects from a non-Salesforce standard interface.

For further information about data management tools, check out these resources:

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4 Best Practices for Nonprofits Using Salesforce

[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"] Often nonprofits become frustrated and overwhelmed when using a CRM system as sophisticated and complex as Salesforce. How do I get help? Where do I find resources to train our staff? Where are the answers to my questions?

Here are some best practices for nonprofits using Salesforce. Help is just a click away!

1. Become involved in a Salesforce Community online or in person. There are a number of communities online that offer free help and support for nonprofits utilizing Salesforce. Some of my most utilized are:

Salesforce Success Community (https://success.salesforce.com)

The Success Community has several components, among the most helpful:

  • Answers: This tab has answers to commonly asked questions around Salesforce functionality and how to do various things.  Hint: If you google a Salesforce question, you almost without fail return an answer that is helpful. Those results are generally in the Salesforce Success Community Answers.
  • Help and Training: This is where you can contact support, find out about new releases, and take online training videos (many free!) surrounding Salesforce functions and best uses!
  • Ideas: If Salesforce doesn’t do it yet, you can bet there’s an idea submitted about that function! If you find your suggestion for improvement in the Ideas section, make sure to vote it up so Salesforce makes the change!
  • User Groups (under “More”):  User Groups are a great resource for getting your questions answered and finding solutions to your problems. I highly recommend that everyone become part of the User Group in your area. They have nonprofit user groups as well as developer UGs and Admin UGs

Power of Us Hub (powerofus.salesforcefoundation.org/publogin)

Using your regular Salesforce login, you can get into the Power of US Hub. This community is much like the Salesforce Success Community, except that it is specific to nonprofit Salesforce users. It has questions and groups like the other community, as well as helpful resources specific to NPOs.

2. Train your staff to use the things they need. If your staff member is running reports, they should watch a report building training video, or join one of the many free Salesforce webinars covering common uses of Salesforce produced for the community. If they are needing to primarily use Campaigns, check out a video or read best practices white papers in the Success Community about campaign usage. If the information is being kept in Salesforce, staff should not be permitted to keep it elsewhere – ie, keeping their contacts separately on an excel spreadsheet.

3. Map your processes and come up with standardized practices surrounding the entry of information. Where is information being duplicated? How many people are touching the same data and putting it into different places? How does a member’s life cycle at your organization look on paper? Reduce the number of touches each person’s data has – i.e., Contact information should be entered directly on the Contact record, rather than in Outlook address books and/or excel and/or paper and/or Access. If the constituent NEEDS to live in 2 places, (ie – accounting for payroll information AND Salesforce for membership information) that can be acceptable, but it’s in your best interest to reduce the number of places to as few as possible.

4. Address User Adoption. Why aren’t people using Salesforce? There are a number of ways to get people logged into Salesforce and using the system. One good way is through the use of Chatter, a collaborative tool that will allow you to communicate electronically with all of the staff in your organization, and have organic conversations around donors, members, constituents, opportunities, or any other items you’re tracking in Salesforce. There are user adoption dashboards available for download in the AppExchange as well. Once people are working in the system, it comes alive. People begin to trust the data, and people begin to find that they have built a 360 degree view of your constituents by collaboration and smart processes.

 

Dive in Deeper:

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Salesforce Quotes - A Hidden Gem

[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"] Source: http://bit.ly/1paWPim An opportunity often requires several iterations to close, and each of those iterations can involved different pricing structures.  Salesforce created Quotes as a way to manage these iterations, save them as PDF's and even email them to a contact.  The real beauty of quotes is that they copy the OLI's (opportunity line items) of the opportunity at creation and create Quote Line Items (derived from the Opportunity Line Items).  There are some custom apps available around this functionality.  Custom Quote Sync can be used to enhance the functionality and sync OLI's to QLI's as well as Opportunity custom fields and Quote custom fields.

As always, do the community a favor and review AppExchange apps!

Here's how Salesforce introduces quotes in the help text:

A quote is a record showing proposed prices for products and services. You create a quote from an opportunity and its products.

Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity. When a quote and an opportunity are synced, any change to line items in the quote will sync with products on the opportunity, and vice versa.

When your quote is complete, you can generate a PDF and email it to your customer. Quote PDFs are based on templates. We offer a standard template, and you can also create your own.

This is also the only place that a PDF template can be created using the page layout editor.  It draws from Contact, Account, Opportunity, Quote, and can list Quote Line Items with the usual options of selecting which fields are used as columns.

Use cases: Invoices, Work Orders, Change Orders,  Estimates, Packing Lists

Anyone else use quotes?

Dive in Deeper:

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Bryan Rees on Cloud Architecture - Think Components

[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"] Among the tips that Bryan Rees at InCadence posts in a blog about Architecting for the Cloud, he highlights the importance of solving for all requirements in a whole solution instead of thinking of requirements as a silo.  We do this by grouping requirements together and solving them in groups.  The way he puts it is:

Architect your solution in a componentized way: The key to being a cloud architect is to step away from the mindset of trying to crank through all the functional requirements by yourself. One has to step back and think about the business requirements and then architect a solution of loosely coupled components that address the overall requirements. This takes a bit more work upfront but pays huge dividends later, not only in terms of executing on the initial project but also for maintaining and evolving your solution.

A(n overly-)simple way to think of this is a scenario where a custom field will solve an immediate need.   The temptation is to just create the custom field and move on; however, if the field is representative of a list of items, then, in order to accomplish the list, a custom field must be created for each option on the list.  That line of development will leave an organization with 15 fields on a page instead of one picklist or custom object.  Since the fields can't really be combined well into a report to get onto a dashboard, the organization then exports to Excel in order to share it with the executive who needs to see it.

The article is worth the read his next point about API's over language and his later comments on crowdsourced solutions are also worth a read.[/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]

Confessions of a Social Media Skeptic

[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"]Nonprofit CRM + Social Media: A Match Made in Heaven (or at Least the Cloud) Confession: I'm a skeptical user of social media. I don't have a LinkedIn or Facebook account. I still have a Twitter account, but have only logged in once in 2014. So, suffice it to say, when I first re-careered as a Salesforce Consultant and Operations Manager at NiM, I was suspicious about Chatter. "It's like Facebook for Salesforce. Great..."

Two years later, I made it a personal goal to change my stripes -- and made it a departmental goal that all written project collaboration be done through Chatter. (If I was going to use it, then so was every one else, by George!) Seven months later, we're better off for it. Chatter has revolutionized the way we communicate and collaborate at NiM! Here are my top five "wins" from using Chatter for internal communication:

1. We've seen a strong increase in our team spirit. On any given da,  in addition to project-related Chatter, you can also find our team members joking around, encouraging each other, making bets on whose email Inbox will be to 0 first, challenging each other to get the best Utilization Rate, sending birthday wishes, and participating in all sorts of Chatter shenanigans. (Note to self: If you give a colleague Login Access, you can expect to have your Chatter profile picture changed!). Chatter is the primary way we build relationships with one another and built our rapport - something that is a perpetual challenge for those working remotely.

2.  We've all noted improvement in our ability to manage our Inboxes. Chatter allows us to use email only when necessary and provides a mechanism for timely responses to items that might otherwise get buried in a full Inbox. As an added bonus, gone are the days of needing to search my Archived folders for an email I vaguely remembered getting -- I can simply search the Chatter feed or Chatter topics!

3. We've improved our project documentation significantly through using Chatter to post project notes, Change Log items, files and links to Google Docs.

4. In Using Chatter as a gateway drug to Salesforce, I've seen increasing interest among our "non-Admin/non-Dev" employees in learning more about the power of Salesforce.

5. For times when you need a "just in time" answer, Chatter Messenger can't be beat. We ask our employees to download Chatter Desktop and login when they're available for questions. This provides us with instant access to one another for times when you have a quick question -- or are in a meeting and need to quickly confirm a response! But be warned - sometimes the Chatter conversation can be more interesting than the meeting and if you have a team like mine, they might also try to intentionally distract you!

After seeing the strides in our own communication, collaboration, and team spirit since fully adopting Chatter, Chatter is one of the first aspects of Salesforce that I introduce to clients. I've gone from a reluctant user to seeing Chatter as an invaluable asset for adoption and long-term Salesforce success. Now, about those other social networks. . .

Dive in Deeper:

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