by Michael Philbrick | Jun 30, 2016 | Blog, Salesforce.org: Deploy in Four
Now I get to return to the theme of this blog series, “Deploy in Four.” What do I mean by this? Four days, four weeks, four months. Days: meetings twice a week allow you to share something new and show progress roughly every four days. This stokes the fire and fosters…
by Michael Philbrick | Jun 27, 2016 | Blog, Salesforce.org: Deploy in Four
With all of its capabilities, Salesforce of course has limitations. Well, let me rephrase that: perceived limitations based on previous experience. Keep in mind that most organizations rely on traditional software that is not hosted in a browser. Having spent many…
by Michael Philbrick | Jun 20, 2016 | Blog, Salesforce.org: Deploy in Four
Salesforce licensing is complex and confusing. From my experience the majority of clients are using the platform for – well, sales. It wouldn’t make much sense to deny your sales representatives all of the phenomenal sales force automation features, and access to…
by Michael Philbrick | Jun 16, 2016 | Blog, Salesforce.org: Deploy in Four
Let’s face it: The Non-Profit Starter Pack is amazing. Just the Households feature alone makes it indispensable. In fact, I was so enamored with it that I started showing it off during one of our first sessions – and quickly overwhelmed and panicked my audience. My…
by Michael Philbrick | Jun 13, 2016 | Blog, Salesforce.org: Deploy in Four
It’s not possible to give a step-by-step detailed approach to setting up an organization. Frankly, it would be boring! My intent is to slip in a few things that will get you started faster and make everyone’s lives a bit easier. Select the “Admin” Creating the…
by Michael Philbrick | Jun 6, 2016 | Blog, Salesforce.org: Deploy in Four
This project began in earnest in January of 2016. It was slated for four months. The ultimate goals were still in flux as the Fishline staff had minimal exposure to Salesforce and it is very difficult to pin down the end game with so many unknowns. Momentum The…