Creating Salesforce® solutions for nonprofits

Creating Salesforce® solutions for nonprofits

The Salesforce® Guide for Better Data

Helpful tips and diagrams that will save you time and frustration

Introducing our Newest Salesforce Solution

Latest Case Study

Silver Lining Mentoring

Read our most recent case study of Salesforce customization with Silver Lining Mentoring (SLM.) SLM empowers youth in foster care through one-on-one mentoring and life skills development. 501Partners customized a Salesforce solution that streamlined relationship-management processes, increased staff efficiency, and improved data access and analysis.

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Latest News

Notes and Attachments—We Hardly Knew Ye! (Part 1)

Salesforce has been making noises since at least 2016 that the “Notes and Attachments” related list is not long for this world. With the Winter 2018 update, they are making good on this promise.

However, there’s no need to panic, as they are 1) allowing users to preserve all their existing notes and attachments; and 2) replacing “Notes and Attachments” with two full-fledged objects—“Notes” and “Files,” with the effect of vastly increasing the usefulness of these functions.

In this post I’ll be showing you how to activate and use the new objects and discuss the enhanced functionality.

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