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  1. Org Maintenance: Cleanup – Delete and Deprecate Metadata in Salesforce
    by Mario Di Genio — published Mar 24, 2021 — last modified Aug 25, 2021 03:05 PM — filed under: Blog, Salesforce Maintenance, Data Migration, Org Cleanup
    In the mood of spring cleaning, in this post we’ll explore how to clean up your org from metadata and code that is no longer needed. Let’s see what sparks joy!
    Located in Archive / 2021
    Org Maintenance: Cleanup – Delete and Deprecate Metadata in Salesforce
  2. The Pros and Problems of Paper in Productivity
    by Jason M. Atwood (he/him) — published Apr 09, 2021 — last modified May 12, 2021 04:12 PM — filed under: Blog, GTD, Productivity, Paperless
    Where does paper fit in the digital world of productivity?
    Located in Archive / 2021
    The Pros and Problems of Paper in Productivity
  3. 5+1 Admin Tips: Troubleshooting in Salesforce - Part I
    by Mario Di Genio — published Apr 23, 2021 — filed under: Blog, Admin Tips, System Admin
    In the first of this three-part series, we will dig deeper into the mindset of troubleshooting issues in Salesforce (or any other system).
    Located in Archive / 2021
    5+1 Admin Tips: Troubleshooting in Salesforce - Part I
  4. Summer 21 Release Highlights
    by Ryan Owens — published May 19, 2021 — filed under: Blog, Release Notes, Summer 21
    Let’s take a look at some of the great new features that the Summer 21 release is bringing us.
    Located in Archive / 2021
    Summer 21 Release Highlights
  5. 6 Horizons of Focus: A Nonprofit Use Case
    by Kathryn Puzzanghera — published May 29, 2021 — last modified Jun 11, 2021 11:31 PM — filed under: Blog, GTD, Non-Profit
    How Gina and Lucy used the 6 Horizons of Focus to get their new nonprofit Green Kids up and running smoothly and how you can too.
    Located in Archive / 2021
    6 Horizons of Focus: A Nonprofit Use Case
  6. Yoga and the Art of Salesforce Maintenance
    by Kate Lessard — published Jun 04, 2021 — last modified Jun 04, 2021 07:06 PM — filed under: Blog, Admin Tips, Wellness
    In this post we explore how the principles of yoga apply to org maintenance.
    Located in Archive / 2021
    Yoga and the Art of Salesforce Maintenance
  7. The Truth About Getting Salesforce for Free
    by Cate Howes — published Jun 11, 2021 — last modified Jun 17, 2021 09:48 PM — filed under: Blog, NPSP, Admin Tips
    What “free like a puppy” might really mean when it comes to Salesforce licenses.
    Located in Archive / 2021
    The Truth About Getting Salesforce for Free
  8. Things to Consider When Establishing or Reevaluating a Membership Program
    by Erin Ramirez — published Jun 18, 2021 — last modified Jul 20, 2021 10:06 PM — filed under: Blog, NPSP, Nonprofit
    Memberships aren’t just levels and prices. This post helps you think through the behind-the-scenes management of membership packages from determining ...
    Located in Archive / 2021
    Things to Consider When Establishing or Reevaluating a Membership Program
  9. Considerations for Migration and Merge of Orgs - Lessons Learned
    by Mario Di Genio — published Jul 01, 2021 — last modified Jul 07, 2021 02:33 PM — filed under: Blog, Data Migration, Admin Tips, Salesforce Maintenance
    In this post we’ll review the lessons learned after successfully completing the migration of Salesforce environments.
    Located in Archive / 2021
    Considerations for Migration and Merge of Orgs - Lessons Learned
  10. Don’t Panic: The Hitchhiker’s Guide from LCRM to NPSP
    by Kate Lessard — published Jul 07, 2021 — last modified Jul 08, 2021 02:32 PM — filed under: Blog, Migration, Luminate
    If you are one of the many nonprofits feeling the pressure of the Luminate CRM (LCRM) end-of-life announcement, you are not alone — read more to prepare for a ...
    Located in Archive / 2021
    Don’t Panic: The Hitchhiker’s Guide from LCRM to NPSP
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