I am a Salesforce Certified Cloud Specialist with over 10 years of technology industry and consulting experience.
I’ve led enterprise Salesforce implementations for some of the most respected companies in Australia. I have proven expertise and a track record of success helping customers successfully implement, integrate and receive business value from salesforce.com’s solutions, specifically Sales Cloud, Service Cloud, Force.com, Salesforce Marketing Cloud, Salesforce Social Studio.
The ICT Services Scheme is a whole-of-government prequalification scheme for procuring ICT goods and services.
The scheme drives competition, providing agencies and buyers with greater choice and access to new suppliers and emerging technologies.
The ICT Services Scheme aligns with the NSW Government Beyond Digital Strategy, which provides a comprehensive approach to identifying, sourcing and procuring ICT goods and services to ensure government harnesses new, innovative and effective approaches.
Since 2015 NobleCX has worked with a variety of Australian Nonprofit organisations helping them realise the benefits of Salesforce.org. In recognition of the success of our clients and the great work our team has delivered, Salesforce.org has awarded NobleCX with the status of Impact Partner.
An Impact Partner has outstanding customer satisfaction feedback, a Salesforce.org certified team and has worked on a significant range of projects with tangible results “impacting” organisations like yours.
NobleCX is committed to helping all clients get more from their investment with Salesforce. Our salesforce.com certified team listens to your unique business challenges and then responds with the best possible solution.
Always looking ahead, it’s important that the solution design we propose puts you in the best possible position to take advantage of regular Salesforce updates.
Working on data migration projects to bring addresses from legacy databases into Salesforce we get this question about how to combine multiple street addresses to cater for the one street field that we have in Salesforce.
The answer is to use the CONCATENATE formula in Excel before importing the data.
Now the important part of concatenating is to make sure you add the line break between Street Line 1 and Street Line 2 by using CHAR(10).
Here is the summary of what you will need to do in Excel;
Imagine your have Street Line 1 in column A1 and Street Line 2 in column B2, you will need to add the third column called e.g. Combined Street and here is the formula to use: =CONCATENATE(A2,CHAR(10),B2)
Once this is imported your address field will look like this in Salesforce:
Attend the Salesforce World Tour 2018 for a day of innovation, inspiration, learning, and fun. Meet and hear from Salesforce’s community of Trailblazers, pioneers, and innovators, and discover how they’re blazing trails across their organisations.
Venue: International Convention Centre (ICC), Sydney, Australia. Date and Time: Tuesday, March 6th, 8:00 a.m – 6:00 p.m. Maps and Directions:https://goo.gl/maps/jenx6MwwYTn
Register today for a day of learning, innovation, inspiration, and fun.
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Salesforce Events App
Find out how to use the Salesforce Events App to plan your day at the Salesforce World Tour Sydney on Tuesday, March 6, 2018 at the International Convention Centre (ICC).
It is with great pleasure we announce that Noble CX has partnered with Conga, to collaboratively offer their suite of solutions to our new and existing Salesforce customers.
Conga’s most popular solution, Conga Composer, allows you to create sophisticated documents, presentations and reports from Salesforce with data directly from your standard or custom objects. The Conga Suite will allow your team to simplify the challenging document generation maze and help you to streamline your processes and end user experience.
Use cases for Conga include:
Quickly generate complicated Quotes to help your sales team be more efficient
Create professional Proposals that automatically pull data from your Salesforce instance
Sharply decrease your payment cycle by streamlining your Invoice and Receipts process
Standardise your Contract process so you can close deals faster
Harness the power of your data with Internal Reports
Contact Noble CX today to learn how we can help you identify process bottlenecks and discover efficiency opportunities that you’ve felt but may have difficulty putting a finger on.
We work with companies from all industries that need some help optimising their Salesforce solutions. At Noble CX we help them tailor Salesforce to their systems, business processes and overall priorities.
At Noble CX we do just the same. Just look at Conga, a good friend we rely on to take our Salesforce instance to the next level by making it more responsive, effective and flexible.
Conga enhances the Salesforce experience by giving you better control over your data, documents, reports and contracts.
The product suite – ActionGrid, Composer, Novatus and Courier – draws information from Salesforce records and transforms the data into actionable items such as reports, contracts or other documents.
More so, let’s look at what Conga offers.
ActionGrid – Accelerating your CRM starts with good data management. ActionGrid allows you to turn the Salesforce data lists into a spreadsheet-like format so you can edit, preview and filter the data on an easy-to-use interface.
Composer – Conga Composer makes document creation smoother. Many large organisations are data-driven and draw from hundreds of data fields to create documents such as:
Using Excel to create these forms takes significant time and energy.
With Conga Composer, you can create customised templates, and skip over the manual data input by using real-time data retrieval to automatically insert the data fields, and data can be merged from the Salesforce Classic or Lightning interfaces.
Novatus – Conga Novatus is a comprehensive contract management solution – better known as CLM (contract lifecycle management) this tool allows you to administer all aspects of the contract lifecycle – the generation, distribution and storage. The platform facilitates all types of contracts, including:
Letters of Acceptance
NDAs and MSAs
Composer also allows you to make deals faster as it integrates with leading eSignature providers.
Courier – Conga Courier has the ability to dive deeper into the Salesforce dataset and create robust reports. Dynamic output with tables, images, charts, custom fonts, graphs, watermarks, global languages and currencies, Courier allows you to email Salesforce reports to people inside and outside your organisation, customising the content, format and schedule.
We’ve helped empower many of our clients with Conga which allows them to take Salesforce to a new level.
To learn more about the ways in which we can help you, contact Noble CX today.
Yes, you read that right… $25,200 AUD per year worth of CRM licenses for free!
I thought I must put a dollar value on this program as we may all miss the point that what a valuable offer this is.
If you are a nonprofit organisation and looking for a CRM to start managing your donors or looking to replace your current CRM, keep reading this post because we have some exciting news for you.
As an eligible nonprofit organisations you receive 10 subscriptions of Enterprise Edition (costed at $210 AUD/month per user) at no cost through the Power of Us program. You will also get deep discounts on additional subscriptions if you need additional licenses.
Overview of the Program
Through the Power of Us program, nonprofit organisations and education institutions can get access to Salesforce products and resources.
The Power of Us Program includes:
10 donated Enterprise Edition Sales or Service Cloud subscriptions
Discounts on additional subscriptions, products and/or services from Salesforce.org
Discounts on Salesforce training
Discounts on Salesforce events
Access to nonprofit and education specific user groups, events and webinars
Discounts on participating Apps and consulting partners from the AppExchange
Salesforce.org serves organisations that are legally recognised as charitable, nonprofit, nongovernmental or social change organisation in the country that they are located. This also includes nonprofit education organisations and institutes. In Australia applicants need to have ACNC Registration or DGR status.
To be eligible your organisation must provide legal documentation that states you are recognised as a charitable, nonprofit, nongovernmental or social change organisation. This also includes nonprofit education organisations.
You can read more about eligibility criteria here.
Steps to Apply for the Grant
Here are the steps:
You first need to sign up for the appropriate trial org by going to this page.
After you sign up for the trial version you want you will need to log into the Power of Us Hub to fill out the form to apply for the Power of Us Program.
After you fill out the form you will need to wait to hear back. You will receive a reply within 5-7 business days. Please make sure you have all nonprofit documentation ready and scanned.
We can help
If you have any questions or need help with any of the steps involved in the process, we are here to help.
I don’t think there is a nonprofit that hasn’t had to worry about budgeting for advertising. In this post you’ll find everything you need to know about the Google Grant Program for nonprofit organisations.
The Google Ad Grants Program gives nonprofits the chance to advertise on Google AdWords at no cost to the nonprofit. This program gives qualified organisations USD$10,000 per month in AdWords spend to be used to promote their missions and initiatives on Google.com.
Google Ad Grants are a great way to gain some advertising funds to get your nonprofit’s name and the great things you do out into the community.
Google AdWords is Google paid advertising product. Ads typically include four lines of text, including a headline that links to your website.
You’ll use keywords to target your ads, selecting a set of words related to the services you’d like to advertise. Then, when people search on Google using the words or phrases you picked, your text ads can appear alongside or above the search results.
Google Ad Grants
Google Ad Grant is an AdWords account with a USD$10,000 cap. AdWords lets you create text-based ads and associate them with different keywords. You can create other types of campaigns and set the target based on other things like audience or device, but Ad Grants are set to target keywords only.
When someone searches for a keyword you’ve chosen on Google, your ad could appear above or below the organic search results for that phrase. As you may know AdWords operates on a bidding system. The maximum bid you can place on any given keyword will be USD$2. So if the minimum bid is higher than that (usually due to its popularity), your ad won’t be shown for that particular keyword. But when the minimum bid is less than USD$2, your ads will appear below the paying ads that are included for any particular keyword phrase.
Google Grants run as long as your organisation remains actively engage with its Grants AdWords account, however there are some restrictions with Google Grants:
The maximum bid you can place is USD$2 (AUD$2.65)
Daily budget is USD$330 (AUD$437.50), equivalent to around USD$10,000 (AUD$13,257) per month
Only keyword based ads campaigns (no images or videos)
Only text ads can be used
Who is eligible for Google Grants
The Nonprofit organisation must exist in one of the countries listed here. The Nonprofit ogranisation must also hold a current, valid charity status and acknowledge.
Google Grants notes that organisations must be funds or institutions that have either been endorsed as such in Australia by the Commissioner of Taxation or “prescribed charitable institutions” in the Income Tax Assessment Regulations of 1997 that have Deductible Gift Recipient status to be chosen for the programme.
How to apply for Ad Grants
You can apply for Google Grants by filling in the form here. Make sure you have all the required documents (DGR Status) ready before you start the process as you will need to attach the documents to the application.
Feel free to contact us if you would like to learn more about the Google Grant program or need help to setup your account.
On Monday this week we published a blog post and highlighted the importance of reports and to be very specific annual reports for nonprofits.
As promised this post focuses on the new reports that are available in NPSP, actually 67 of them – right out of the box at no additional cost.
Nonprofit Salesforce Admins and Development personnel are being asked to provide more and more data about their organisations, but seem to have less and less time to prepare reports. Nonprofit Success Pack harnesses the power of Salesforce reports and dashboards to deliver data to you—right out of the box.
What’s in it for you
In the extensive list of NPSP reports, you’ll find reports that track Donors and giving, Grants, Memberships, Campaign ROI, and more.
You can use these reports just as they are, or customise them to meet your specific needs. Of course if you can’t find what you’re looking for, you can always create new reports using the Report Builder, but we recommend customising the out-of-box reports before you go that route…
If you’ve been using NPSP for a while, you’ve probably used the older reports in the NPSP 3.0 report folders. We strongly recommend that you take advantage of the new reports available in NPSP version 3.90 (February 2017).
All in all, NPSP offers 67 new reports and 4 new dashboards.
Even though nonprofit organisations aren’t required by law to publish annual reports, most nonprofit leaders recognise the value annual reports can provide. A well-written annual report will help you demonstrate your accomplishments to current and future donors, cultivate new partnerships, and recognise important people. Annual reports can be used to highlight a nonprofit’s mission and impact, thank volunteers and supporters, and make a case for donating to the organisation.
New research shows that 90% of donors say it is important to know how their donations are impacting the causes they support.
On the 14th of December 2016, Salesforce.org, the philanthropic arm of Salesforce, released its “2016 Connected Nonprofit Report,” surveying more than 1,500 U.S. adults who have donated and/or volunteered at nonprofits in the past 12 months, to understand the current state of giving and how people engage with nonprofit organisations.
There is a cultural shift happening in the nonprofit sector where the measure of nonprofit success is no longer based on the amount of dollars raised, but on the impact they’re making on the communities they serve. Consequently, donors and volunteers expect more transparency, and want to know how their time and money is impacting the causes they support. Salesforce.org’s “2016 Connected Nonprofit Report” found that 90% of donors think it’s important to understand how their money is impacting the nonprofits they support, but more than half (52%) don’t know how their donations are being used. The study was conducted online by Harris Poll, please visit: http://salesforce.org/connected-nonprofit-report-16
Key Report Findings:
Nonprofits could be losing volunteer time and money by not engaging with their constituents in more personalised and modern ways
65% of donors would donate more money annually if they felt their nonprofits really knew them—and 75% of volunteers would give more time annually
80% of donors and/or volunteers believe that their nonprofit only somewhat knows or does not at all know them or their personal preferences
Millennial supporters (aged 18-34) agree that they would engage more with nonprofits (46%)—and would be more likely to donate (41%)—if they had a mobile app
If you are using Salesforce Nonprofit Success Pack (NPSP), we have some good news for you. We are publishing another blog later this week to highlight the new reports available in the latest release and how you can take advantage of those 67 new reports… Stay tuned!