Tim Forbes
Posts by Tim Forbes, VP of Products and Marketing
by Tim Forbes
on October 20, 2011
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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by Tim Forbes
on March 21, 2011
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by Tim Forbes
on March 15, 2011
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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by Tim Forbes
on January 24, 2011
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by Tim Forbes
on January 17, 2011
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