How Oregon Humanities made their consulting budget stretch

By: idealconsult | 10.24.18

When you're hiring new Salesforce staff or an outside consultant, how can you best set yourself up for success and perhaps even improve internal processes? In this Dreamforce 2018 presentation, Oregon Humanities and Idealist Consulting discuss how to find and train the people who will help you do what you want to do with Salesforce, based on our recent experience of building out Salesforce for program management and grant management. We'll cover why data migration is such a massive undertaking and how you can make it smoother, tips on user training/adoption when moving multiple departments onto Salesforce at once, and lessons learned integrating with third-party solutions like Form Assembly, geolocation, and a website API.


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