If you are already using Salesforce and using Targetx package, this session would help you to learn best practices to migrate to HEDA, things to consider which would help you to prevent major problems. UTSA Grad school is co presenting with me on their story on how they planned their migration to HEDA from their current org, challenges they faced and how they overcame them.
Best practices- international emails using marketing cloud
If you are a marketing cloud user and planning to send international emails, this post would help you to follow best practices and save you a lot of time. Once you have decided to send international emails, before you create content for all your emails, here is the sequence of steps which you need to follow.
New features for Higher Education (Spring '17)
If you are a university using salesforce , the latest spring 17 release brings a bunch of features which would help your university a lot. Since reviewing the release notes could be overwhelming, I made it easy for you by categorizing the features into 3 categories namely time saving features, prevent problems and more capability.
Save time enabling state and country picklist feature
If you are a salesforce admin or developer trying to enable state and country picklists for your salesforce org, one of the challenges is to identify what the impact it would have in your org, how do we go about enabling it with and what actions can i do now to prevent problems? Having done this many times, my post below would help you make the right decision and get it done quickly.
Solutions to Fix Apex Heap Limits
Three Simple Tips To Cleaner Data
In an ideal world, the data in your CRM platform would be 100% accurate 100% of the time. It would mean Marketing could run campaigns and ensure the intended recipient actually receives the email or direct mail. Sales would be able to call on leads and contacts without running into wrong, invalid, or old numbers. IT/Admins wouldn’t have to look into purchasing more tools to ensure their database is clean and free of duplicate leads and contacts. Reporting and forecasting would be more accurate, time would be saved, productivity increased; the list goes on!
HEDA Architecture with Non-Profit Starter Pack
We find a lot of Colleges and Universities that have potential to utilize the Higher Education Data Architecture (HEDA) Framework for their instance of Salesforce.com. The first question I tend to hear from our clients in the Higher Education sector seems to always be, “We already have the Non-Profit Starter Pack (NPSP) installed in our instance of Salesforce.com, could we still install HEDA?”