ECHO Technology Solutions is a Salesforce registered partner with 60 years of combined experience working with businesses ranging in size from 25 – 25,000 employees. Our team of software developers, project and product managers successfully design and implement solutions for businesses, achieving results through sales, customer and marketing communication, and custom portals.
ECHO provides business application software development, custom Salesforce implementations, data migrations, development support, marketing automation, integrations with third party apps, and business analytics.
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Currently, Salesforce has three automation tools – Workflow Rules, Process Builder and Flow. Workflow has been there for the longest but has the most limited capabilities. Process Builder has br...
How many credentials (user name and passwords) do users type in each day? Users probably type three to four credentials per day and tend to use the same credentials in different environments, ...
What is Salesforce Experience Cloud? Salesforce Experience Cloud is a platform that is integrated with Salesforce and allows companies to engage with customers, partners, and employees. In simple word...
Let’s start with a well known, but often ignored fact – Marketing is crucial to the growth and success of every organization, irrespective of industry or size. But, as customers...
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...