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Now that we are comfortable with business groups and items, we turn our attention to sales orders and sales order line records. Access the entire Fonteva finance app series Every transaction in Fonteva starts with a sales order. As new information is provided, sales orders may be converted to invoices (2019-R1 or earlier) or invoice […]

Hassan, you’re an “oldie” here at Fíonta – you were hired in 2015! Tell me about how you came on board. I can’t believe it’s been that long! Lots of great memories. It all started with Deborah. We worked together for about a year at my previous employer. She told me Fíonta (back then Confluence) […]

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 […]

Happy October! Our Pumpkins have been carved, and the wood stove is already going. This year has flown by for me, and we will have snow on the ground before you know it. In this month’s email, I’ll do a brief recap of Dreamforce and Salesforce.org’s Week of Learning, provide a critical update on Salesforce […]

When you think of account management, you might think of it as a synonym for “sales.” (If you’ve seen Mad Men, you might also imagine all account managers are Pete Campbell or Ken Cosgrove: bullies with no soul and generally not good people.)  At Fíonta, we take a different approach to account management by embedding it directly […]

Fall is officially here in the North East. We’ve broken out the rakes for fallen leaves, switched off our air conditioners, and started breaking out our warmer sweaters. Fall is my favorite season, especially after spending years in the DC area, where summers are, for me, unbearably hot.  Below I’ll outline several new developments in […]

Webinar Details Many nonprofit organizations are rethinking their technology stacks for fundraising and development. If you are a nonprofit executive or development director considering moving from Raiser’s Edge to a more flexible, scalable, and secure solution such as the Salesforce Nonprofit Success Pack (NPSP), this half-hour session is for you. In this webinar, we discussed […]

Summer is trucking along here in upstate NY, and I’ve started seeing leaves on a few trees beginning to change colors. Autumn is my favorite season, with generally crisper weather, my birthday 😉 and the heat of summer receding. I find myself spending more time outdoors than during the peak summer heat. My wife and […]

You’ve been a member of the Salesforce practice here at Fíonta since the beginning of 2019. How did you find your way to Fíonta? I was planning to make a move toward the end of 2018, and I think I opened up my LinkedIn. Suddenly, bada bing bada boom, Sarah reached out to me, and […]

Fíonta, a pre-eminent technology consulting company with deep expertise providing Salesforce solutions for associations and Association Analytics, the leading provider of business intelligence and data analytics to the association industry, have announced a partnership to bring the power of analytics and Salesforce to the association community. “We’ve been watching Association Analytics establish itself as the […]