Introduction In the Salesforce Nonprofit Cloud, one of the most useful tools are Intake Checklists. First introduced in Financial Services Cloud in the form of Action Plans, Intake Checklists allow you to assign activities that are completed during each intake. This allows you to track the actions you must complete in order to enroll a…
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How to Make Salesforce (More) Accessible
Introduction to Accessibility Accessibility is the idea of making sure that all benefits of our society should be available to everyone regardless of their vision or hearing or mobility. From employment, to entertainment, there are ways to make an experience available to someone who is blind or low vision, hard of hearing or deaf, or…