Archive for the ‘quick tips’ Category

What is the Salesforce Lightning Experience and should I enable it for my organization?

The Salesforce Lightning Experience is a slick new user interface layered on top of your existing Salesforce account that focuses on allowing sales teams (or development and fundraising teams in our nonprofit community) to work and close opportunities faster. It is generally available as a feature that can be enabled by Salesforce administrators starting with the Winter ’16 release.

If enabled for users, they will see a new link under their user menu to “Switch to the Lightning Experience”. This will load a whole new beautiful interface for viewing and interacting with your Salesforce data. If they need to switch back to Salesforce Classic, they can do so by clicking on “Switch to Salesforce Classic” from under their user menu (accessible in the Lightning Experience by clicking on the user avatar).

To enable or not to enable, that is the question.

The Lightning Experience is tremendously cool, there’s no doubt about it. It offers tons of neat new functionality and a beautiful interface that makes data look just oh so much friendlier and more impressive. It also includes great enhancements for list views, report filters, inline email, enhanced notes, etc. You can read more about how great it is here. However! The new stuff is so sexy and compelling that it’s easy to miss some of the fine print about what’s not included yet, and some of the missing things are pretty critical! Because of the amount of things not supported yet, we’re considering this Winter ’16 release an “admin release” that allows Salesforce administrators to be able to start exploring and evaluating the Lightning Experience to plan to rollout over the next year (or beyond).

What’s not supported yet?

  • No Campaign & Campaign Member data

    This is critical for anyone using Soapbox Engage or Soapbox Mailer. If you access your Salesforce database from a user account running the Lighting Experience, you will not be able to view your Campaigns or Campaign Member histories. To view this information, you would need to switch back to Salesforce Classic. This functionality is on the roadmap for the Spring ’16 release, so it’s not far around the corner, but it’s not there yet.
  • No ability to “Find/Merge Duplicates” or “Add to Campaign” for Leads

    Again, if you are using Soapbox Engage in particular, you will likely not want to switch to the Lightning Experience until these are supported (or at least not switch your user accounts that need to access these functions).
  • No inline editing

    If you are using inline editing a lot (where you double-click a field to make quick edits instead of needing to click the “Edit” button to edit the whole record), you may want to hold off on migrating to the Lightning Experience since this functionality does not yet exist.
  • No custom buttons

    If you have custom buttons setup (such as the “Send” button included with Soapbox Mailer or the “Attendee” list button setup for Soapbox Events), these will not appear in the Lightning Experience. Want to get involved in the discussion of how this might be addressed in the future? Join the conversation here.
  • No support for person accounts
  • No record merging
  • No mass email

There are some other things too. For the full list, check out this Trailhead module called “Is the Lightning Experience Right for Me?“.

So what does this mean for your organization?

The Lightning Experience is undergoing rapid development, so many of the current limitations will addressed and covered in the next few releases. We highly encourage Salesforce administrators to begin learning about the new functionality and exploring in a sandbox environment so you can be well-educated in creating a plan for if, when and how you will want to start rolling this out to your users. It’s up to you as your organization’s Salesforce pro to make an informed decision about when your organization may be “Lightning Ready”.

For more information check out these awesome Trailhead modules:

And if you have feedback on successes and challenges, we’d love to hear about it! Please share with us and the community through the Power of Us Hub so we can help each other along this journey.

 

PUB Crawl for October 6, 2015

Welcome to the inaugural edition of the PUB Crawl! I’ll be sharing the top items discussed in the Salesforce Foundation’s Power of Us Hub (“PUB”). Why? Well, I’m reading the entire PUB anyway, so I figured, heck why not pass some kernels of knowledge to my amigos?

Let’s belly-up, and dive right into it! Read more »

 

5 simple improvements to your donation form that will increase online giving

As your nonprofit ramps up efforts for its end-of-year giving campaign, here are five easy improvements that you can make today to your donation form to increase online giving – all in under five minutes!

tips-devices Read more »

 

A Tier in My Eye: Notes on Soapbox Support ticket management strategies

I have been asked, when talking about how our support ticket management strategy is set up, what sort of tier structure we use.

For those of you who don’t know, ticket management usually has some sort of “tiering structure” where a ticket starts at Tier 1, and then may get escalated to Tier 2, Tier 3 and so on, depending on how complex the issue is.  Three or four tiers are typical – but I’ve heard of structures as large as ten tiers. If a ticket comes in, and the Tier 1 agent isn’t able to address it, she will escalate it to Tier 2, and so on. Read more »

 

Nonprofit scam alert: Issuing a refund to a supporter? Only credit the original card

Do you find your nonprofit getting a request for a refund of a donation? If so, beware that there is a scam afoot that targets nonprofits, as reported by IATS. A baddie contacts you posing as a donor and asks for a refund. They say they meant to donate less. They say they used the wrong card. They say that some horrible thing just happened to them and they need the money back for expenses related to said horrible thing. In fact, they could say a lot of things. Read more »

 

9 reasons your nonprofit should use online petitions – even if you’re not an advocacy organization

To effectively raise money and build an engaged group of supporters, your organization needs more than just a donate page on its website. You need strategies and tools that move people from casual visitor to recurring donor and dedicated supporter – all while minimizing overhead.

Online petitions are an effective tool to capture the casual visitor and active donor alike, and move them down the engagement path – even if yours isn’t an advocacy organization.

petition-2col-screenshot

Here are nine reasons why: Read more »

 

10 questions your nonprofit should ask when choosing an online petition service

Online petitions can be an effective way for your nonprofit to build support around an issue while expanding your mailing list – even if your not primarily an advocacy organization.

Done right, and with the right service, petitions can be an outstanding addition to a complete engagement path that cultivates more donations and supporters for your nonprofit.

But how do you know if the service you are considering is the right service? Here are ten questions every nonprofit should ask when considering an online petition tool. Read more »

 

INFOGRAPHIC: 7 facts every nonprofit fundraiser should know about the path to online donations

Seven essential facts every nonprofit fundraiser should know about the path to online donations: Read more »

 

Free stuff! Plan content across your website, Facebook, Twitter, LinkedIn using Soapbox Communication Planner

Are you getting the most of out your organization’s communications megaphone?

Review these three quick content pointers – and grab our free Soapbox Communication Planner to help you plan the publishing of that content for maximum effect.

With A Megaphone By A Wall Read more »

 

Follow @picnet on Twitter for nonprofit tech news you can use to further your mission

For those watching this little blog, you’ve seen us up our game over the last couple of months to publish regular content on tech strategy and news you can use to supercharge your mission.

‘Cause, in the spirit of the O’Jays classic, we’re aiming to give the people what they want.

Make sure you don’t miss a beat and follow us on Twitter at @picnet for all the latest news.

Twitter escultura de arena

In the meantime, here’s a remix of the O’Jays tune we’ve been jamming to as we write this, in case you want to partake: Read more »