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Get your heavy coat ready becaus…winter is coming. Well, actually the Winter ‘21 Salesforce release is here and it has brought with it some fantastic new features. And, as with any major releases there will be some headaches and we’ve worked through a few already, hand in hand, with our amazing clients. Have some specific […]

Dan has been active in the Salesforce world since 2018 following stints in advertising and marketing as well as many years as a small business owner. He works closely with nonprofit and association clients to migrate from an existing email marketing system to a fully realized and integrated Pardot / Salesforce solution. Dan received a […]

Fíonta has been certified as a Great Place to Work! To qualify, Fíonta employees responded to 60+ survey questions to anonymously rate the organization, and 95% of our employees say we’re a great place to work!  “We’ve known we were a great place to work, but getting the official certification is amazing. It’s all about […]

This presentation and live demo was given at FUNcon 2020, Fonteva’s annual user conference. As a Fonteva service partner, Fíonta is well suited to advise organizations using Fonteva about how to leverage data within Salesforce/Fonteva in Pardot for audience segmentation and email personalization. The video below is a 23-minute demo illustrating how to use member […]

Many nonprofit organizations rely on contact centers to support mission-critical activities like donor outreach, helplines and crisis centers, voter registration, among other important services. Many technology solutions exist for organizations looking to satisfy their call center needs internally, while outsourcing is an option for organizations that choose to use an outside or external party. Note […]

Dan began his career working in the public safety sector working with police, fire and EMS response systems. He then moved over to the nonprofit sector where he has been for over 15 years. Working in data migrations, he has worked with a range of very small arts & cultural organizations to large universities and […]

Cody is an accounting analyst who joined Fíonta in 2020 as a bookkeeper after working in business management and HR roles throughout multiple industries. Cody knew that the Fíonta team was a perfect fit for him the minute he learned of Fíonta’s Core Purpose and Core Values, feeling as if he found the “Dream Team” […]

Welcome to a new email series from Fíonta called All About…Salesforce. I’ll be sharing resources, tools, and tips about Nonprofit Cloud and the Nonprofit Success Pack (NPSP), as well as other Clouds in the Salesforce ecosystem like Community Cloud and Service Cloud. This monthly email will go out the third week of each month. I want […]

Everyone’s getting a taste of online learning these days because it’s the only option during the pandemic. This virtual transformation has given associations the opportunity to rethink their educational offerings and the technology that supports those programs. Associations that integrate their learning management system (LMS) with their CRM, such as Salesforce, are coming out ahead. […]

Pardot comes with three native connectors to webinar products – GoTo Webinar, ReadyTalk, and Webex. If your organization uses one of those products then it’s a simple process to connect the two tools. Once connected, you can create Pardot forms for webinar registrations, score prospects based on registrations and attendance, create new prospects based on registration, […]