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Salesforce tips
The end of Process Builder and Workflow Rules?
Getting on the Flow-train Automating complex business processes without having to write a single line of code has long been…
Salesforce tips
Help! SFDC Expiring Certificate Notification – what do I do?
In this blog we will be walking through what to do if you receive this email from Salesforce: “You have…
Salesforce tips
Keeping up to date using Clarity Gift Aid app
This week the HMRC are making changes to the way that Gift Aid Claims are submitted. At Giveclarity we have…
Salesforce tips
Top 10 Tips for a successful Salesforce journey
Working with charities implementing Salesforce over several years I have noticed some key factors that make for a successful Salesforce…
Salesforce tips
How to add multiple accounts to a campaign in Salesforce?
I have been asked recently – “How you can add multiple accounts to one campaign and how can you track…
Salesforce tips
New model Gift Aid declarations from HMRC
Wednesday, 06 April 2016 – marks the introduction of new and important changes to Gift Aid. In October 2015, HMRC…