Judi Sohn
APRIL 22, 2013
Here’s a summary of those posts and the features I highlighted, in case you missed any: Part 1: Nonprofit Starter Pack – Opportunity payments. Organizations want to feel that they’re in partnership with the companies they’re working with. Part 2: Click & Pledge – Contact matching.
Judi Sohn
JUNE 25, 2011
In our organization, all contacts are in Salesforce regardless of whether or not they've ever given us a dime, directly or indirectly. cv__First_Gift_Date__c is a Common Ground custom field but it's just a rollup summary that calculates that account's earliest (MIN) close date for closed/won opportunities.
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Judi Sohn
JUNE 25, 2011
In our organization, all contacts are in Salesforce regardless of whether or not they've ever given us a dime, directly or indirectly. cv__First_Gift_Date__c is a Common Ground custom field but it's just a rollup summary that calculates that account's earliest (MIN) close date for closed/won opportunities.
Judi Sohn
MARCH 12, 2011
The organization I helped found as Colorectal Cancer Coalition in 2005 officially became Fight Colorectal Cancer on Monday, March 6, 2011. Summary: Out with the old: In with the new: We're still in the honeymoon phase, just thrilled the new look is finally "out there" and is well-received. Absolutely positively not!
Judi Sohn
DECEMBER 8, 2010
I wish they were as excited about rollup summaries for lookup fields. Don't get me wrong, I think it's great for other organizations. Folks who care about us also care about 1000 other things and other organizations. If you are anywhere in the Salesforce orbit, for the last year Salesforce has been all about Chatter.
Judi Sohn
FEBRUARY 7, 2009
With new goodies from Salesforce like Apex, summary fields and cross-object formulas, it’s becoming clear to me that we should consider moving away from the legacy Individual bucket account. As our organization expands, I’d have to pay for additional licenses. Contacts are linked to donations solely through contact roles.
Judi Sohn
MARCH 12, 2011
The organization I helped found as Colorectal Cancer Coalition in 2005 officially became Fight Colorectal Cancer on Monday, March 6, 2011. Summary: Out with the old: In with the new: We’re still in the honeymoon phase, just thrilled the new look is finally “out there&# and is well-received. Absolutely positively not!
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