Is anybody integrating thinkific courses with Salesforce e.g. a volunteer completes a Thinkific course and it updates Salesforce?
thanks
Sherry
Integrating Thinkific courses with Salesforce is achievable, often through middleware platforms like Skyvia or custom API solutions. When a volunteer completes a Thinkific course, this setup can automatically update relevant records in Salesforce, ensuring synchronized data management.
Are you already familiar and are taking advantage of the 4 Discounting approaches with Quotes and Orders in your CPQ process?
Take a look at this video HERE on YouTube to find out!
Re-posting, originally posted as a follow up question to another post, but re-posting for more eyeballs.
I am working with an organization and they already use MobileCause. Recently, they migrated to NPSP and I would like to integrate MobileCause. I got in touch with MobileCause via their website's "Contact Us" type interface, and had a conversation with a salesperson. Unfortunately, I did not get the information regarding Salesforce integration that I was hoping to get.
MobileCause app on Appexchange is an expensive product and they do not offer free trial or test drives, therefore I am very interested in knowing how the community's experience with the MobileCause app on Salesforce appexchange is.
If anyone on this forum has any pertinent information/experience, then I would like to interact. TIA.
One of the groups I work with has MobileCause installed in both a sandbox and in production. Apparently it used to work (probably 2022) and they seem to have been happy with it. In this case it is not NPSP but rather WaterGrass, which for all practical purposes should function about the same as the NPSP. So it seems promising. But it appears not to be working fully at the moment (March of 2023). I have little information about MobileCause but am trying to dig into it. What I have found thus far, though, is that the app is bringing data into the database but it is in a "pending" status and that seems to mean it's not being processed into Contacts and Opportunities. We are looking into why that is the case. I'll try to post back if I find anything out.
There have been a lot of events recently (Dreamin' Events/Community Conferences, World Tours, Lives) -- what have been your favorite key takeaways?
--> Comment & share your favorite tips & tricks learned, any links to recordings or resources you learned about?
Doesn't have to just be for getting started, but any intermediate or advanced tips are welcome too, the more the merrier :)
Let's compile/share in the comments!
@Melissa Hill Dees @Mark Jones @Emma Keeling @Tracey Morris @Julia Whitehead @Mills Dyer @Louise Lockie (Inactive Profile) @Vicki Moritz-Henry @Matthew Morris @Paul Ginsberg any key takeaways / key resources you'd like to share here from any recent event (Dreamin' or otherwise) ;) please share!
FYI @Nonprofit Ask Me Anything (Global) as this came up in our convo from last week - thought I'd kick off a thread to see what other tips come up! :)
Here are some things that I have found has been working in my favor...
#Admin Exams #Admin Certification Exams #Brain Health #Brain #Neuro ADHD Neurodivergence #Tips And Tricks #Life Hacks
I found that a combination of things worked really well. I went through the course I now teach (though it was a different format then), and having a guided learning experience helped keep me (mostly) on task. That said, the "not on task" was about "lateral learning." I went beyond the admin trailmix and sought out other relevant modules on similar topics. The hands on learning helped keep my attention (I'm still not a fan of Trailhead units with just a quiz). I also will tend to do modules before projects, as I can't handle "do this" without knowing WHY I'm doing that thing (a common neurodivergent issue haha). I also 100% boost taking your own notes (and even writing out something like an essay where you detail what you've learned) and study groups. Teaching the material to others is a great way to learn and I think leading a study group benefited me immensely when I was studying for my exam. The very best of luck to you @Yumi K!
I was wondering if anyone is using Communities as a board portal and if it is working well for you? Any key questions we should ask ourselves as we explore the option? Any drawbacks or challenges you have experienced? What works well?
OR...any other suggestions for an effective board portal?
@Fundraising @Salesforce.org System Administrators @Nonprofit App Advice and Reviews
Writing it down and paying it forward before I forget! Download it, use it, modify it, PASS IT ON BETTER THAN WHEN YOU GOT IT. Hook up the next brother/sister who needs a career/life change.
I know that his is an old post, but still - in case anybody every stumbles across it.
In Corona times, I was looking for a side project.
So I got inspired by this feature request in the community:
https://trailblazer.salesforce.com/ideaView?id=087300000007Tw4And built a Webclipper specifically for Salesforce:
=>
www.forceclipper.comTry it out, it's for free.
Today marked my 400th consecutive Friday of writing my Tips & Tricks blog...so I put together a 'special' post of learning resources, I hope you find it useful. Please feel free to suggest updates and additions!
Thanks for reading and sharing :)
