
Old donor data is a risk your Board can measure and reduce
Equitable Philanthropy and EP Law have released a free Donor Data Retention Policy template for Australian charities. Blaze Your Trail’s Retention Clock helps Boards...
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Have you noticed a change in your Salesforce lately, when you login? Are you seeing a bright orange banner about Enhanced domains? The Winter '23 Salesforce release is being rolled out to Salesforce orgs this month and yours might have already been updated. It's critical that your Salesforce instance is kept up to date and ready for releases, which happen three times each year. If you haven't been keeping your Salesforce org up to date, we can help you. The best way for you to check is to follow these instructions on our website and then get in touch with us if your org needs a little TLC. |
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The Winter '23 Salesforce release is being rolled out to Salesforce orgs this month and yours might have already been updated. It's critical that your Salesforce instance is kept up to date and ready for releases. If you haven't been keeping your Salesforce org up-to-date, we can help you. The best way for you to check is to follow these instructions below and then get in touch with us if your org needs a little TLC. STEP 1 Go to Setup using the Settings cog at the top right of your Salesforce page: |
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STEP 2 Use the Quick Find on the left to navigate to Release Updates: |
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STEP 3 Review the requirements for your Salesforce instance. These are helpfully described under the headings Needs Action, Due Soon, Overdue and Archived. |
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In addition to the Release Updates, Salesforce has a few other health checks that can be run to ensure that your organisation stays in shape and on top of critical changes. Salesforce releases updates three times per year and if you want to be certain you are making the most of what Salesforce is providing you, it's important to stay on top of them. We can help you, so get in touch today. Send us screenshots of your Release Updates information results for a quote. |

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