quick tips

Posts tagged with quick tips

Blog series - Simple ideas for online nonprofit membership management using Salesforce: Members-only contact info

Tell us if this sounds familiar: you're a membership organization that wants to have a members-only section - but you have no idea what to put in your members-only section that will encourage members to login and login often?

You're not alone. It's a common dilemma member organizations face. Since content is king on the interwebs, you don't want to unnecessarily restrict great content to only logged in members when if really should be public. You also likely don't have time to create regular and robust content exclusively for a members-only section.

So, how do you share enticing, mouth-watering members-only content they'll want to login to dig into without doubling your web management task?

For websites integrating with Salesforce, there will be a few great ideas to consider. None will require additional staff time to manage content beyond what you already do. Each will encourage folks to login.

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Blog series - Simple ideas for successful online nonprofit membership management using Salesforce: Using last visit date

I recently logged into my account with a major financial services company for the first time in awhile. The next day, I received an email from the company saying “Hey! Thanks for stopping by our site yesterday! S'up?”

That wasn’t verbatim, mind you. But it was close. And it prompts the first in our blog series of simple ideas for successful online nonprofit membership management using Salesforce.

Are you rolling out the online welcome mat for your members? How can you tell and how can you improve so that welcome mat is more welcoming?

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Blog series - Simple ideas for successful online nonprofit membership management using Salesforce

Needing to draft your own army to move mountains of paperwork for member management? What if there were ways to reduce the workload and increase effectiveness?

Back in August, we posted an article sharing 15 reasons why membership organizations love Non-Profit Soapbox and Salesforce. In it, we offered specific ways the Soapbox platform is being used by nonprofit membership organizations to integrate with their Salesforce instances to increase staff efficiency, bolster member satisfaction, and become more effective in meeting their missions.

As we've been building integrated online solutions for membership organizations, we continue to be impressed by the vast potential that connecting this world-class CRM with one's website has to supercharge member organizations.

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Salesforce debug log is your troubleshooting friend

Salesforce Debug LogsYou're just getting used to a slick new Salesforce app that a developer built for your organization, and its only smooth sailing ahead.  Right?  Until, one day, something doesn't work right.  A record isn't updating properly.  A VisualForce page doesn't load correctly.  Whatever it is, you don't have a clue what's causing it, and you're not seeing any error messages popping up on the screen.

That's when the Salesforce debug log comes to the rescue.  Here's a little guide to understanding what the Salesforce debug log does, and how even an accidental techie can quickly make it your Salesforce troubleshooting friend.

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Easy content sharing with RSS feeds from your nonprofit website

RSS feed logo

RSS can be a little confusing.  I try to remember it like this: it's a no-nonsense way to push content from a website, or pull content into a website.

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