Loading...
Blog2018-03-13T08:39:09-08:00

Household Account Model vs Person Accounts

June 17th, 2019|

When implementing Salesforce for businesses that sell a product or a service to consumers (B2C), one important decision you need to make is whether to use Person Accounts or Household Accounts. Which model we recommend depends on a few factors [...]

Paya Salesforce Integration

November 6th, 2018|

A Los Angeles based National Public Radio (NPR) member station had close to 20,000 members whose monthly payments were processed through Paya, and they needed a solution to manage the members and the payment processing through Salesforce. The first place [...]

Top Five Paid Apps on AppExchange

May 23rd, 2018|

We have installed and configured a lot of amazing apps from AppExchange for our clients, but there are a few that we believe have a use case for almost every type of business that uses Salesforce. Here is a list [...]

Nonprofit Membership Management with Salesforce

January 25th, 2018|

When it comes to Membership Management, nonprofit organization have a lot of options. Most are pre-packaged applications, where your organization has to adjust the way you manage your members to fit the processes of the software. Some have some basic [...]

How to set up Surveys with Salesforce and WordPress

September 19th, 2014|

Update to Original Post: When I first wrote this post, Salesforce did not have a native survey functionality. That changed with the Spring '18 release, but it's still at its early stages and does not offer the powerful functionality that [...]