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How to get Fiscal Year NPSP Rollups with Custom Fiscal Year Enabled by Michelle Regal

Inheriting a Salesforce org from another administrator can be both freeing and frustrating. One major source of frustration we’ve seen recently? New admins logging into their new-to-them orgs, only to find that the previous admin enabled Custom Fiscal Years. *cue melancholy music* This is horrifying for a couple of reasons, mainly 1. Your organization does not have…

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June 25, 2018

Your Salesforce Needs Some Design Love (Part Three) by Reilly Ellis

Usability Testing (You are not your users) The most important thing to remember about design is that you are not your users. The design principles that I previously covered will help you set the groundwork for a usable system, but the best way to see if your system is usable is to test your users…

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June 20, 2018

Your Salesforce Needs Some Design Love (Part Two) by Reilly Ellis

Gestalt Principles (Why we group the things we do) Visually, our brains like groups. They’ll take small, simple images and form them into groups. They’ll take large, complex images and break them up into groups. Our brains do this so that the information is easier to process. (Spot a trend?) Gestalt principles explain how and…

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June 13, 2018

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