Household Account Model vs Person Accounts
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 [...]
Make Multi-Select Picklist Values Searchable
One of the limitations of using a multi-select picklist field in Salesforce is that the values selected are not searchable. An idea was posted more than a decade ago on the Salesforce Idea board, but it doesn't seem like that [...]
Paya Salesforce Integration
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
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
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
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 [...]