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    • Using a Summary Saved Search to Trigger a Workflow in NetSuite

      The Problem Anyone who’s ever created a NetSuite Workflow has probably encountered a scenario where you need to use a Saved Search to trigger a workflow action or initiate a workflow, and this works very well. At times, the business logic may require you to look at a summary result of the search (for example:…

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    • Move United is Leading the Disability Movement Through an Accessible-First Approach to Technology

      National Disability Independence Day is celebrated on July 26th to commemorate the signing of the Americans with Disabilities Act (ADA) on July 26, 1990. The ADA provides protection from employment discrimination as well as better access to goods, services, and communications for people with disabilities. This day also celebrates the changes that have been made…

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    • Quarterly Spotlight: Get to know Jagriti

      To recognize the efforts of our team members, Plative spotlights a consultant every quarter who has gone above and beyond for the company and for our clients. This quarter, we are recognizing Salesforce Consultant, Jagriti! Learn more about her below:  Fun Fact:  I can sketch and paint. I created an A4-size portrait of a calendar…

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    • Why Every Nonprofit Needs Marketing Automation

      One of the assumptions that I actively try to challenge among many of the Chief Engagement Officers and Executive Directors I speak to at nonprofits is the notion that “Marketing efforts come across as pushy or salesy”. What’s not accounted for here is how ongoing outreach that lacks substance or a clear goal can be…

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