Orchid Connect

Resources

Salesforce Customization: Your Association, Your Rules!

Don’t let your CRM hold you back – use Salesforce customization features to dance to your association’s unique beat. It’s like tailoring a suit, but for your data. Be the Boss: With Salesforce customization, you’re the boss of your CRM. Mold it to match your association’s needs, processes, and...
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Salesforce’s Opportunity Management

Salesforce’s Opportunity Management: Your Revenue-Boosting Dynamo!  It’s time to unveil another gem from the Salesforce treasure chest – Opportunity Management. Think of it as your trusty sidekick for tracking membership renewals, event registrations, and all things revenue-related. Revenue Revolution: With Opportunity Management, you’re not just tracking numbers; you’re orchestrating...
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How Tech Selection is Like Dating

Drawing parallels between tech selection and dating can offer a lighthearted and relatable perspective on the process of choosing technology solutions. Here are some amusing and insightful comparisons: Remember, while the comparison between tech selection and dating can be amusing, the decisions involved in both processes are substantial and...
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What to Look For: Solution Architect

Selecting a Salesforce Solution Architect is critical for any organization looking to implement or optimize Salesforce solutions. A Solution Architect plays a pivotal role in designing scalable, efficient, and sustainable Salesforce solutions. Here are vital considerations when looking for a Salesforce Solution Architect: By carefully evaluating candidates based on...
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5 Ways to Guarantee A Successful Technology Project

To increase the chances of a successful technology project, consider implementing the following five strategies: Clearly Define Project Goals and Objectives Establish clear and measurable goals for your successful technology project. Define what you want to achieve, whether it’s improving efficiency, enhancing customer experience, increasing revenue, or streamlining processes....
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8 Benefits of Unified Data

Unifying data has the potential to transform organizations in several ways. Here are some key benefits and transformations that can be achieved through the implementation of unified data: Improved Decision-Making Unified data provides a holistic and comprehensive view of the organization’s operations, customers, and market trends. With access to...
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Common Fonteva Stability Issues and Their Solutions

Hint: it’s not Fonteva, it’s your implementation “It’s Unstable!” To get to the bottom of what is causing your stability issues, isolate your issues into the following categories: Automations Are automations failing? Is the issue confined to particular business units and business processes?Does this happen from the community only,...
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8 Common Questions About Experience Cloud

Here are eight common questions about Experience Cloud: What is the difference between Salesforce Experience Cloud and Salesforce Community Cloud? Salesforce Experience Cloud is the rebranded version of Salesforce Community Cloud. The name change reflects a broader vision of creating personalized and engaging customer, partner, and employee experiences. Can...
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