All About...Salesforce: November 2021

Wow. I can’t believe it’s already November 2021. Thanksgiving is right around the corner, and we are going to be visiting my in-laws in Maryland. I’ll be spending the week catching up with my nephews and family I haven’t seen in months and enjoying a few days off. In this month’s email, I’ve focused on ways to keep your Salesforce instance secure, some thoughts around using technology to enrich Giving Tuesday efforts, as well as a quick review of the two last webinars of the year.

Have a wonderful Thanksgiving, and I’ll see you in December!

Jordan

ARTICLE Multi-Factor Authentication

Beginning February 1, 2022, Salesforce is enforcing the enablement of Multi-Factor Authentication (MFA), which means you will need MFA set up on that date to access your Salesforce org. Enabling MFA is an essential step in protecting your Salesforce environment and the data housed within it from nefarious actors who may steal, sabotage, or otherwise put your data at risk.

Like how they rolled out Lightning, Salesforce offers customers help during this period in the form of the Multi-Factor Authentication Assistant in your Salesforce Setup, which provides you with a central hub for all recommended activities, tools, and resources for a successful rollout.

Reply to this email if you want to connect with one of our consultants with expertise in enabling MFA and other security protocols. If you are a current Fionta client, reach out to your project manager for more information and support this on your roadmap. Don’t hesitate on this – it will directly impact how you and your users access Salesforce.

ARTICLE Isn’t It Ironic? Technology can help you seem more human to Giving Tuesday donors

Never has a Giving Tuesday had a more primed audience. Last year, despite the economic disruption caused by the pandemic, the number of Giving Tuesday donors increased by 29% over 2019, and donations increased by 25%. According to the M+R Annual Benchmarks Report, most email metrics, including open rates, click-through rates, response rates, and page completion rates, also went up in 2020, according to the M+R Annual Benchmarks Report. However, virtual fatigue is no joke and must be factored into any online fundraising or marketing plans. 

Amidst the digital frenzy, your organization can differentiate your Giving Tuesday campaign this year by simply behaving more humanly. It’s what everyone craves these days—more human connection. And isn’t it ironic? Technology can help you seem more human to prospective donors during the Giving Tuesday season.  Read on for 8 ways technology can help your nonprofit make a human connection with donors and prospects

ARTICLE Salesforce flow best practices

Salesforce Ben is an invaluable resource for Admins as well as Product Owners. So if Salesforce Ben says, “Salesforce Flow is the most powerful declarative automation tool that Salesforce has built.” we all should listen and learn!

Dig in to this article with 10 Salesforce Flow best practices. provides some great and timely guidance on Flow best practices. Which ones pique your interest? I think you’ll notice that several of them focus on preparation, testing, and documentation – tenets after our own heart.

WEBINAR Make your Fonteva Financial Reports more intuitive

Katie Jones, Senior Consultant and gem of a human, has been leading a very informative series of webinars all about the Fonteva Finance App. Each month, Katie authors a blog about a specific area of the Finance App and follows it up with a presentation and open office hours session two weeks later. Past blogs and presentations can be viewed on our website and on December 14th, the presentation will focus on drilling into how to use the Salesforce reporting tool (Filtering and Display Options), and the included reports in the Fonteva Financial Reports folder.

SALESFORCE RELEASE Spring release dates announced

Data is your organization’s most valuable asset, so if you’re not following data collection best practices, your organization could be missing out on a lot. Poor data collection can keep your organization from gaining valuable marketing insights, building better customer relationships, and even increasing revenue. Thankfully, we’re here to help!

Treat yourself this December 14th, 2021, at 11 a.m. ET to a joint webinar with Form Assembly and our Salesforce consultant Chelsea Booker for Data Collection Dos and Don(u)ts webinar and learn the tips, tricks, and best practices you need to drive business success with better data collection processes. To make this webinar even sweeter, Form Assembly will send all attendees will a $10 Krispy Kreme gift card! Reserve your seat and get those data collection best practices and donuts in hand!