17th Dec 2013 | Salesforce, Security and Safety
It’s a big, bad world out there. There are people who would claim to be things that they were not! (And I don’t mean claims like Sir Bruce Forsythe being entertaining on Strictly Come Dancing.) With Salesforce, until now, you had no way to find out if your Salesforce consultant was qualified or not.
Shock! Horror!
Salesforce has now brought in Certificate Verification. You can find it at:
https://certification.salesforce.com/verification
Of course, I am quite proud to have held my certification since 2011. The details are here:
https://certification.salesforce.com/verification?&fullname=John%20Dray
You can check up anyone, using either their full name, or their email address.
This should help you avoid dealing with people who are other than they claim to be.
Wishing you safe IT,
John
19th May 2013 | Charity, General Information, Salesforce
As you may know, Salesforce directs 1% of its time and profits to helping in the charity/non profit sector. Salesforce is thriving, so that is a huge gift! Most of this work is channeled through the Salesforce Foundation. The Foundation has been doing some research on what makes for smooth implementation. Here are the results. Enjoy
Salesforce Foundation Survey Results
2nd May 2013 | General Information
Having been to the Customer Company Tour at the ICC Excel Centre in London I can see that Salesforce is continuing to reach out to Charities and Non Profit organisations.
There are so many advantages for charities. For up to ten licences Salesforce will give you free access to their Enterprise product. (This is the same solution used by Coca Cola, GE, Guide Dogs, Accenture, G4S and so on.) If you need more than ten licences you get them at a discount rate through the Salesforce Foundation.
Charities do not get a cut-down product, they get the full product PLUS free customisations (the Non Profit Starter Pack) that gives extra functionality. As they are getting the same product as the big companies, charities get all the advances and stability that the big companies rely on.
Adding to my knowledge of VisualForce, Apex and Force.com. These go beyond the point and click customisation that most of Salesforce is configured with. They allow for a really deep customisation.
Thanks Salesforce – lets get this Force for Good working to promote the work of charities!
1st Nov 2012 | Charity, Salesforce
Most charities need some way of keeping track of their donors and their volunteers.
Salesforce is a database that allows all of that.
Here is a video summary:
https://www.youtube.com/watch?feature=player_embedded&v=r6hxqg3PgRQ
Charities have many other needs, too.
How about setting up a website advertising for new volunteers?
You can easily set up a webpage, using Salesforce, that will allow you to accept that information straight into your Salesforce database. It will take about three minutes and require no programming. If you require it to fit in with your website’s theme, you may need to pass it by your web designer to smarten it up. (That should take them five minutes.)
Supposing you want to be notified every time a new person applies through that website and set a task to remind you to check up on the applicant within a set time?
Salesforce workflows make that a snap.
Perhaps you need to keep track of all your volunteers’ CRB (criminal records bureau) checks or their driving licences or some other check?
How about a report that automatically arrives in your inbox every month telling you of the checks that are due to expire in the following month? Very easy to set up. Once set up you can forget it.
You run courses and you need to keep track of delegates, facilitators and the people who referred your delegates… who attended which course. You want to associate the feedback from the courses with the relevant facilitators. With Salesforce that is all really easy to set up.
This is all done without any servers in your office. All you need are PCs (Windows, Macs or Linux will all work) with one of the common browsers (Internet Explorer, Safari, Firefox or Chrome) and an internet connection.
Training is simple, too. For your users it presents as a simple website.
Simple!
The entire system is upgraded and improved three times a year, free of charge. (Each upgrade takes up to five minutes.)
It is all maintained in top quality, secure, safe, reliable data centres.
And, as a charity (or non profit), you may well qualify for 10 user licences for free. (Check out the Salesforce Foundation.)
What is not to like? (This has only just scratched the surface of what Salesforce can do.)
No wonder Salesforce is now a top database for charities. Easy, reliable, intuitive.
What is there left to do? Tailor it so it perfectly fits your organisation’s needs. Cloud Genius are experts not only in Salesforce, but also customisations that are specific to charities. We will also provide training on your bespoke environment. Click on the Salesforce logo to request more information.
What is not to love?
Click here now to contact us for more information
