Tag: CRM
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A Way to Track Membership Dates in Salesforce using Cross-Object Workflow
I have a confession. One of my fears when I left Fight Colorectal Cancer to join Convio is that I would lose my hands-on experience in Salesforce. That I would get too much distance from the day-to-day of actually using Salesforce/Common Ground at an organization. Crazy. Truth is, every day I’m faced with a new…
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Common Ground/Salesforce Fall Updates
In addition to Winter ’10 from the mother ship, a lot of good stuff has been happening this Fall in our little ‘ole Salesforce database. Best of all: we haven’t had to spend an additional penny for any of it, since it’s all about tools we were already using. To me, this is what the…