Tim Forbes

Posts by Tim Forbes, VP of Products and Marketing

Submit data and files to Salesforce with Soapbox Engage

We shared this week and last about tools in Soapbox Engage that allow you to display data from your Salesforce account. You can share all sorts of information you've got socked away in all sorts of compelling ways - either on one site or across an entire network of sites. With Soapbox Engage, Salesforce isn't just your data repository, it's your megaphone. And oh, what a megaphone it is!

But you're not interested in simply droning on and on and on to your visitors, incessantly talking and never listening. You want to hear from them. You want them to contact you or sign petitions or submit job applications or apply for grants or do hundreds of other things that require communication back to your organization.

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Displaying Salesforce data across a network of sites

On Friday, we enlisted Fozzie Bear to paint a picture of all the great ways you can display your Salesforce data within a website. What if you don't have one website but two? Or twelve? Or two hundred and twelve?

What if you're the national headquarters of an affiliate network with fifty affiliates all over the country? Or an international headquarters with affiliates in every major city, borough, hamlet, and village in every country across this fair planet of ours? Tell me: what good is including all that good Salesforce data you've got in one measly, little old site going to do for you?

How amazing would it be if you could push all of that data you're looking to share from just one Salesforce instance to not just one website but to every single one of your affiliate sites?

Honestly, good gentles, 'tis child's play for Soapbox Engage! Read on! Read on!

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Displaying Salesforce data on your site: a good position to be in

You’ve got data. It’s nice data. It’s data about people and places and things. It’s members and donors and clients and locations and dues and grants and lions and tigers and bears (oh my!). And all of that lovely data is safely and securely stored in your Salesforce.com account.

But you’re a giving, sharing kind of person. You’re not a greedy and selfish and man-sized-safe-in-your-office secretive kind of person. You want to share that data. Not everything, mind you! That would be just self-absorbed foolishness. But you want to share important bits and pieces that will be valuable to your website visitors and beneficial in achieving your mission.

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Project Manager superstar wanted in D.C.

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Extending the power of J!Salesforce

We've been hard at work creating powerful tools to integrate Non-Profit Soapbox with the world-class CRM solution, Salesforce. Yesterday, we extended that a bit further by adding a couple of elegant gems.

The first is filtering Salesforce records displayed in Non-Profit Soapbox based on the Account ID of the logged in visitor. That goes along nicely with the existing ability to filter by the Contact ID of the logged in visitor. "Why would I want to do that", you say? Good question! Let's tackle a few concepts and existing functionality to break that down a bit into meaningful language that gets at why.

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