Salesforce Tips
Grant Account Login Access to cloudStack Services Support From time to time, it may be necessary for the cloudStack Services Support team to log into your ...
Mon, 19 Mar, 2018 at 3:22 PM
What Is a Salesforce Campaign? The word Campaign has many possible meanings for nonprofit and higher education organizations. For example, a capital ca...
Wed, 27 Oct, 2021 at 10:36 AM
Changing a User's email address This process can be used to change the email address of any user, but also to change the email address for the Admin...
Mon, 19 Mar, 2018 at 3:06 PM
Resetting User Salesforce Passwords Resetting the passwords for users can be used to reset users that have lost or forgotten passwords. This process is...
Mon, 19 Mar, 2018 at 3:18 PM
Add a Donation: There are two ways to enter a donation in Salesforce. You can either use the New Donation button on the contact record or go to the oppo...
Wed, 3 Mar, 2021 at 9:05 AM
Step 1: Prepare a .CSV file Step 2: In Salesforce click on App launcher and search for NPSP Data Imports Step 3: Click on NPSP Data Imports Step ...
Tue, 16 Mar, 2021 at 1:46 PM
To enable users to add tasks to a record you need to add the <activity> button to the assigned page layout(s). The buttons are found in the ...
Tue, 10 Aug, 2021 at 11:31 AM
Register Here Join a member of the cloudStack team as we take you through the Salesforce platform. In this training session we will be covering: 1. ...
Mon, 25 Jul, 2022 at 2:44 PM
Great reports help you make decisions and take action. But sometimes you need to get your insights at-a-glance, especially depending on your audience and th...
Mon, 19 Sep, 2022 at 1:19 PM
1. Let's check out the Reports tab. Click All Folders. Then click the NPSP Fundraising Reports folder to see if there is an out-of-the-box NPSP repor...
Mon, 19 Sep, 2022 at 1:25 PM