by Megan Himan and Vered Meir A funny thing happens when you’re a solo administrator managing your organization’s use of Salesforce: 1) no one has any idea of what you actually do, and 2) no one can really write a…

Picture this scene – I’m in a hotel room, with my trusty Mac. My favorite PC – bought solely for data-upload related work (some programs still don’t work on Macs, alas) is miles away. I need to upload some data…

Many of our clients have an ongoing need for project management solutions. We recently did a quick review for a client to answer four key questions: What tools are out there for Project Management? Can those tools integrate with Salesforce?…

Do you use Salesforce, and want a Webinar tool that might integrate? The first question you should ask is – do I need it to integrate, and why? As data folks we never like data silos, but there can be…

Now that we have prepped for our MailChimp to Salesforce Integration  [if you haven’t, see our prep article here] let’s dive into setting up MailChimp for Salesforce and considerations for populating the groups you have previously created. Integration Logistics:       Download…

I was asked again recently if I would be someone’s mentor. I cringed a bit, sent some encouraging words over email, and offered a phone call (but didn’t say yes to the Mentorship bit). I haven’t heard back. And therein…