Author: Karen Yu

Is it time for a new CRM system? Maybe you’ve known it for a while, but it’s easy to become complacent with technology and accept it for what it can and can’t do. Whether you are currently using a CRM, a custom database, spreadsheets, your email, or a combination of...

Whether you are a solo admin or have a whole team supporting your Salesforce org (lucky you!), there’s no doubt you have a lot on your plate besides managing your org. You might have an event you’re planning for, or you’re rolling out a new feature to your users. The rush...

General Features  Enhanced Related Lists (Generally Available) Previously released as beta in Summer ’19, enhanced related lists are now generally available in Lightning Experience! You can now show up to 10 columns as you did in Classic, and Salesforce has added even more features such as the ability to...

If you read my previous blog post, then you know that when I’m at Dreamforce, I like to attend product roadmap sessions to see what new features or products are in development at Salesforce. I keep in mind the uses cases or business processes we’ve been struggling with, either internally at ECHO...

Dreamforce is exactly one week away, and soon hundreds of thousands of people will be walking around downtown San Francisco for the biggest event in the Salesforce ecosystem. This year will be my sixth Dreamforce… Yes, that number shocked me too! I feel lucky my job has allowed me to attend all these years, initially...

Do you have the (great) problem of drowning in gifts that need to be processed? These might be pouring in from your end-of-year direct mail campaign, or you might have collected onsite donations at a recent gala event. Either way, you need to get these gifts into Salesforce and FAST.   With the biggest fundraising...