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Four Reasons Salesforce Implementations Fail

Four Reasons Salesforce Implementations Fail

Over the years, many organizations who started their Salesforce journey before we arrived on the scene have reached out to us for help. Some organizations need just an enhancement or two to keep their systems running smoothly. Some want to push into new horizons and…

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Using custom metadata to provide flexibility in a managed package

Using custom metadata to provide flexibility in a managed package

We previously shared the details of PROVAIL’s supported employment managed package. That app needed flexibility to support different program models. Here’s how this was built into the package. Managed packages are Salesforce’s method of installing and distributing custom applications. Salesforce managed packages lock in certain…

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Salesforce Supported Employment: Deep Dive into Billing (Post 3 of 3)

Salesforce Supported Employment: Deep Dive into Billing (Post 3 of 3)

In part 1 of this blog post series, we gave an overview of the Salesforce supported employment solution we built with PROVAIL. In part 2, we shared how Employment Counselors use the system. In part 3, we dive into how Billing Managers use the system…

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Salesforce Supported Employment: Deep Dive into Managing Employment Counselor Caseload (Post 2 of 3)

Salesforce Supported Employment: Deep Dive into Managing Employment Counselor Caseload (Post 2 of 3)

In part 1 of this blog post series, we gave an overview of the Salesforce supported employment solution we built with PROVAIL. In this post, we dive into the details on how Employment Counselors use the system. In part 3, we share how Billing Managers…

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Building a Scalable Supported Employment Solution on Salesforce (Post 1 of 3)

Building a Scalable Supported Employment Solution on Salesforce (Post 1 of 3)

PROVAIL’s Employment Services program provides community-based vocational assessments, individualized job placement, job coaching, and supported employment for adults with disabilities. They partner with the business community to recruit, hire, and train employees with disabilities. These services are all managed out of a Salesforce system. PROVAIL’s…

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Where to find us at Dreamforce ’17

Where to find us at Dreamforce ’17

Many of the Bigger Boat team are headed to Dreamforce ’17, Salesforce’s annual conference in San Francisco. Here are some of the places you can find us or our clients: Develop for Changing Requirements with Custom Metadata Types Monday November 6, 12:00 PM – 12:40 PM, Moscone…

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Tracking impact investors with the Nonprofit Success Pack

Tracking impact investors with the Nonprofit Success Pack

Bellwether Housing manages and develops affordable housing in the Seattle area. They serve over 3000 clients a year and manage 30 properties. We recently worked with them to implement a Salesforce system to help them be more effective in raising the funds from donors and…

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Tracking Training and Technical Assistance

Tracking Training and Technical Assistance

We have worked with a number of organizations that provide training and technical assistance to member organizations. One example is Children’s Advocacy Centers who support dozens of local agencies. These local agencies provide direct support to children who are victims of abuse. The goal of…

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Salesforce Winter ‘18 Release Highlights: My Top 5

Salesforce Winter ‘18 Release Highlights: My Top 5

If you logged into a sandbox on a preview instance today, you were greeted by a friendly Yeti Astro. Even though it’s only barely beginning to feel like fall today in the Pacific Northwest, welcome to Winter ‘18! The Winter release is always a big…

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PROVAIL’s Lightning Migration: “From Brontosaurus to Pterodactyl”

PROVAIL’s Lightning Migration: “From Brontosaurus to Pterodactyl”

PROVAIL is a nonprofit supporting children and adults with disabilities in primarily King and Snohomish Counties of Washington State. PROVAIL’s Employment Services program provides community-based vocational assessments, individualized job placement, job coaching, and supportive employment for adults with disabilities. They partner with the business community…

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