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ScreenSteps: Simple documentation

Judi Sohn

To make finding this info easier, I started building wiki pages for documenting how we at C3 do what we do. And when they do I'd have to redo/update the documentation. They have a hosted version , but at a minimum of $20/month it's more than I want to spend now compared to a one-time software license purchase. and I tell them.

Jing 140
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What to Expect from the Summer ’21 Release

Cloud 4 Good

There are several new, exciting tools for Salesforce Administrators in the Salesforce Summer ’21 Release , such as Learning Paths and the Active Licenses tab. Easily Track Active Licenses. From the Lightning Usage App, select “Active Licenses” on the left and view a breakdown of the licenses used within the last 30 days.

License 110
professionals

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Nonprofit Leadership Transition: Best Practices

NonProfit Hub

If You Can’t Train In-Person, Document! Having documentation available for a new leader can often be as effective of a training tool as in-person guidance. . Instead, immediately after you put your notice in, begin documenting what you do daily and weekly. Logins, Lists, and Licenses. Email is Company Property.

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3 Key Compliance Reminders for 2021 and Beyond

Bloomerang

However, some states do require other documentation, such as a statement of financial position, statement of activities, or other state-specific reports. A registered agent resides in or works in that particular state, and they’re listed as your organization’s representative to receive tax and legal documents on your behalf. .

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To Build or Buy a Software Solution: Which is Right for You?

Association Analytics

When budget planning, you will know the recurring cost for licensing and maintenance. Out-of-the-box templates are easily configured to meet your business needs which significantly reduces the time-consuming requirements documentation phase. Buy : With a software solution, the time to value is dramatically reduced.

Software 321
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Support and Maintenance of Your University’s Salesforce Org: Staffing Recommendations

Cloud 4 Good

Let’s dive into the difference between these two roles: BA: This role is responsible for identifying functional requirements, maintaining technical documentation, building reports, and training and supporting end-users of multiple systems, including Salesforce. . Encourage Continued Learning.

Org 111
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Nonprofit Leadership Transition: Best Practices

NonProfit Hub

If You Can’t Train In-Person, Document! Having documentation available for a new leader can often be as effective of a training tool as in-person guidance. . Instead, immediately after you put your notice in, begin documenting what you do daily and weekly. Logins, Lists, and Licenses. Email is Company Property.