ECHO Technology Solutions is a Salesforce Registered Partner with 50 years of combined experience working with businesses of all sizes. Our consultants design and implements sustainable solutions to help businesses grow through sales, customer and partner portals,
and marketing communications. We provide implementation, migration, integration and administrator support services.
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Einstein Bots is a great solution to engage customers and take the burden of repetitive and mundane questions from service agents. It can help talk for you. As part of Service Cloud, Ei...
What Is MFA and Why Is It Important? Usernames and passwords alone don’t provide sufficient safeguards against unauthorized account access. Multi-factor authentication (MFA) adds an extra layer of p...
Preparations are underway at ECHO for the Salesforce Summer ’21 release and one particular change will be important to monitor as it may require additional administrator configuration and/or customi...
What is Customer 360? Since its founding, Salesforce has continually offered new technology and innovation to their customers. Salesforce promotes digital transformation and Customer 360 is at the hea...
If you run a business, chances are that you have a database with company data history. Have you ever considered your database a valuable resource? If not, maybe it is time to look at it...
What is Change Management? Change management (CM) is a process that allows organizations to plan for and roll out changes. It is especially useful when making changes to your IT infrastructur...
Although it’s still January, the Salesforce Spring ‘21 Release is right around the corner. On January 8-9, sandboxes were upgraded, and as a result, your organization already got the look...
It’s an annual tradition for ECHO to send a delegation of our team to Dreamforce every year. This usually means flying two or three of our teammates from Bosnia over to San Francisco...
Five years ago, I sat around a conference table at Coaching Corps’ office to discuss our upcoming initiative to migrate our fundraising database from eTapestry to Salesforce. I was excited becau...
General Features Multi-Factor Authentication Assistant Now you can drive your Multi-Factor Authentication Implementation from one place thanks to MFA Assistant. The Multi-Factor Authentication Assi...
In not-so-breaking news, remote work is here to stay for many people around the world. For a lot of organizations, this was the sign from above to finally implement a cloud-based CRM like Salesforce s...
General Features Work.com In response to the COVID-19 pandemic, Salesforce introduced Work.com, a collection of apps and services to help organizations prepare and respond to major events. Throug...
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 u...
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 y...
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 sho...
Over the last decade, Salesforce has moved from being a just a CRM platform to a technology ecosystem offering an assemblage of applications focused on customer service, marketing automation, analytic...
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...
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 ...
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 donatio...
With the upcoming Winter ’20 release in October, Salesforce will start auto-transitioning organizations to the Lightning Experience. Lightning has only gotten better since it first launched in ...
Fundraising events are a great way to engage with your organization’s donors and partners to showcase the impact of your work and thank them for continuing to support your mission.&nb...
I was super excited to attend this month’s Bay Area Nonprofit User Group because the topic was “What Can Communities Do For You” and I’ve seen many organizations hugely benefit from th...
The Salesforce Spring ’19 Release is now out in your production instances, as I’m sure you’ve noticed by the new image of Einstein on your load screens! Don’t worry, o...
By now you’ve probably heard of Salesforce.org’s Nonprofit Cloud. In releasing this new Cloud last year, Salesforce elevates and calls out their focus on supporting nonprofits and developing a pl...
If I needed a ride home, a place to stay when I’m travelling, or even a date on Friday night, I can open up an app on my phone and immediately be connected to people willing to pick me up, let me cr...
Finding your Trail Even though this was my eleventh Dreamforce, it still came with that giddy and overwhelming “first day of school” feeling. Walking into a conference of 170,000 people, it can be...
ECHO is out and about at this year’s Dreamforce conference, where we’ve been hearing a lot about the impact that Salesforce can have on the mission of nonprofits. Over 25,000 nonprofits now use Sa...
Salesforce.org is doubling down on its support of the nonprofit community, providing enhanced and evolving features to turbocharge operations and maximize impact. By now, it’s well-known that the ef...
Of all the various methods marketing professionals use to keep in touch, texting is fast becoming one of the most attractive. Emails can (and will) be ignored. Phone calls are regulated, blocked, ...
Even though it started as a business tool, Salesforce has quickly become part of the standard operating system for all kinds of organizations. Just as businesses use the big data and workflow manag...
Databases are fantastic because you enter data once and use it many times for many purposes. Follow the guidelines below to help your users run reports with ease and confidence, ensuring high user ado...
The Harvard Business Review recently posted an article [SW1] covering the tremendous value for companies to have products with an open application program interface (API). We agree, in today’s tec...
As you may know, Salesforce is a cloud based, secure platform that is incredibly customizable to meet a variety of business needs. Did you also know that Salesforce offers single sign on for active ...
Wouldn’t it be nice if we could press a button, pull a lever, mash a pedal and rise up out of the traffic, leaving all of the challenges of the road behind? It certainly would, but it would also g...
How many keys are on the key ring you carry around with you every day? For me, the answer to that question is eight. I’d love to cut that number down if I could, and I don’t keep all my ...