Idealist Consulting
Idealist Consulting
YouTube Video

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  • How to build a report in Salesforce Lightning
    Idealist Consulting's Oliver Sholder walks you through how to build a report in Salesforce Lightning, along with how to sort data and add bucket fields. After you've built several Reports you can incorporate them into a Salesforce Lightning Dashboard.
Idealist Consulting
Idealist Consulting
YouTube Video

New YouTube videos detected.

  • Community Engagement: 3 Ways to Harness the Power of Your Nonprofit Network
    Engagement is so key to the mission of nonprofits everywhere. Without it, not only would we be at a loss for how to serve but also at a loss for support in accomplishing our goals. So how does an organization go about community engagement? As our digital footprint expands, so too should our definition of community engagement.
Idealist Consulting
Idealist Consulting
YouTube Video

New YouTube videos detected.

  • Idealist Consulting - Sydney's World
    Sydney’s world was full of color, and she wanted the whole world to be just as colorful. When she discovered that some places were completely gray, it became her goal to change things. Working alone was difficult, but she met Idealist Consulting and was empowered!
Idealist Consulting
Idealist Consulting
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New YouTube videos detected.

Idealist Consulting
Idealist Consulting
Blog Post

New blog articles detected.

  • Stay in touch: 6 ideas for using prefilled forms for your business
    Today's guest post comes from Maggie Tharp, Content Marketing Specialist at FormAssembly.   If you use Salesforce, you’re probably aware that the Stay-in-Touch Request feature was recently retired. The main use for this feature was to send an automated email letting someone know you were updating their information. A link in the email would direct the person to a prefilled form with the contact in...
Idealist Consulting
Idealist Consulting
YouTube Video

New YouTube videos detected.

  • How to use Salesforce Chatter
    Salesforce Chatter allows teams to be collaborative and can help reduce meetings and emails. Our 3-minute video walks you through how to use Chatter and stay up to date on the latest Chatter posts.
Idealist Consulting
Idealist Consulting
Blog Post

New blog articles detected.

  • Chatter Champ: 5 steps to help your organization use Salesforce Chatter
    Salesforce’s Chatter has a lot going for it. It can reduce the number of meetings you attend, emails you send, and create a more robust online work community. Plus with its native functionality, meaning you can use it without leaving Salesforce, you will create easy access to your organization’s information. So why do so many organizations fail to fully adopt it? Because they don’t have a Chatter ...
Idealist Consulting
Idealist Consulting
Blog Post

New blog articles detected.

  • A go-to-market strategy to make your Salesforce Application stand out
    It’s not enough to build a great Salesforce application. You need to promote it as well. When you consider that there are 3,000+ applications on the Salesforce App Exchange (and over 3.5 million downloads) it should be no secret that the app exchange is enormous. Because of its size, you better have a clear product development and marketing plan; otherwise, your app may never see the light of day....
Idealist Consulting
Idealist Consulting
Blog Post

New blog articles detected.

  • 6 best practices for text-only emails in Pardot
    I send a lot of email. In fact, if you’ve ever received an email from Idealist Consulting it might have been from me. And it was probably sent via Pardot, our marketing automation platform that’s native to Salesforce. After crafting and testing so many HTML emails in Pardot, I’ve learned a few tricks to making our emails count. One of those tricks is to never overlook the text-only email version t...
Idealist Consulting
Idealist Consulting
Blog Post

New blog articles detected.

  • Designing Salesforce to improve performance and avoid Data Skew
    This guest post comes from Naveen Gabrani, a Salesforce expert who writes about the technical architecture on the Salesforce platform. Small decisions that we make when designing our CRM business processes can have significant impact on performance in Salesforce. This is especially relevant for large organizations with hundreds of thousands of records. Typically, we see a large group of records as...
Idealist Consulting
Idealist Consulting
Blog Post

New blog articles detected.

  • Case Study: Ashby Village improves volunteer management through Salesforce
    Objective: Build a volunteer management platform for easy user adoption and growth with Volunteers for Salesforce. The problem: In 2015, after securing a sizable grant, the Berkeley-based senior volunteer community Ashby Village was looking to improve their volunteer management system. With over 300 volunteers and users they were using a system that gave them little control over their data and ma...
Idealist Consulting
Idealist Consulting
Blog Post

New blog articles detected.

  • How to pick a great Salesforce consultant by watching their bedside manner
    Have you ever been rushed through a new doctor visit? If your experience was anything like mine, this scenario should sound familiar: the doctor briskly walks in, shakes your hand, glances at your sheet, briefly addresses your symptoms, and then sends you to the reception desk with a prescription. That’s it? Nothing resembling a conversation? They never even sat down! You’re probably left worried,...
Idealist Consulting
Idealist Consulting
YouTube Video

New YouTube videos detected.

  • 2017 Rotary OEIB IDEALIST
    Rob speaks to how Idealist Consulting acts as an ethical business, in an interview for our nomination for Rotary Oregon Ethics in Business awards.
Idealist Consulting
Idealist Consulting
Blog Post

New blog articles detected.

  • 4 training tactics to use when implementing new software
    This blog post was written by Angela Nino, Training Manager at Versitas, who provides innovative training methodologies for corporate learning environments.   Assimilating new technology is never an easy task, but it is necessary to keep your organization on the cutting edge. And, to protect your investment in the technology, user adoption training will be crucial. When fully integrated, the softw...
Idealist Consulting
Idealist Consulting
Blog Post

New blog articles detected.

  • Business to Human: the future of a modern economy
    Imagine a world where not only every donation you make benefits the community but every product you purchase does as well. Goodwill would be at the heart of society. Our communities would be strengthened simply by you engaging in a commercial transaction. This is not only an ethical idea but it’s becoming a necessary practice. To attract millennials and the next generation as buyers and employees,...
Idealist Consulting
Idealist Consulting
Blog Post

New blog articles detected.

  • Scaling for the Cloud: Fundamentals of Building a CRM Application
    It is not uncommon for us to be approached by organizations with a request to build a “CRM Application”. Unlike a standard application that is facilitating a particular required function, the CRM Application is designed to scale a particular business process. Examples can include: a selling process, program management, event management or any particular process that you wish to “franchise” across ...
Idealist Consulting
Idealist Consulting
Blog Post

New blog articles detected.

  • How to create List Views in Salesforce Lightning
    Who doesn’t love short cuts? And when those short cuts are related to work and making our tasks at hand easier- even better! That’s why we love Salesforce List Views. List Views are an often unused tool in the Salesforce toolshed. With List Views you can quickly see particular segments of your data. Instead of spending the time to build a report when you just need to sort by one field (such a stat...
Idealist Consulting
Idealist Consulting
YouTube Video
Idealist Consulting
Idealist Consulting
Blog Post

New blog articles detected.

  • Idealist Consulting a finalist for Oregon Ethics in Business award
    Idealist Consulting has been named a finalist in the Rotary Oregon Ethics in Business Award in the small business category. The winner will be announced at the Oregon Ethics in Business banquet held Wednesday, June 21, 2017 at the Portland Art Museum with keynote speaker Lisa Sedlar, CEO of Green Zebra. The Oregon Ethics in Business banquet honors organizations and individuals who have demonstrate...
Idealist Consulting
Idealist Consulting
Blog Post

New blog articles detected.

  • So you’re having a Salesforce baby...
    When you’re pregnant you have a lot of stuff to do and you find yourself researching things you never expected and didn’t even know to consider. Probably the best advice I received when I was pregnant was “make a birth plan, then rip it up.” Just throw your expectations out the window. Because, while you have lots of expectations, reality usually has its own idea. And the more I work with clients ...
Idealist Consulting
Idealist Consulting
Blog Post

New blog articles detected.

  • How to shop for a CRM like you shop for a car
    So you’re considering buying a new database and you want to know if it’s worth the upgrade cost. Maybe you’ve had your old database for years and it does some things really well, but it’s falling behind the times. Or perhaps you recently implemented a database and it’s already too small, too limited, and doesn’t have any of the cool tech stuff you wanted. Sure, your old beater CRM gets you places,...

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