July 25, 2017

Convert Volunteers to Donors and Vice Versa

Finding volunteers is always a priority, and technology often helps fill the gaps in operational capacity when it comes time to recruit and retain engaged individuals who believe in your mission. The Nonprofit Success Pack can help you track and manage your volunteers.

July 18, 2017

Roll Up Your ROI with Campaign Hierarchies

Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you put these into action.

July 11, 2017

Keeping Up With Changes in Salesforce

Salesforce is constantly changing and improving. Sometimes it can feel overwhelming to try to be aware of everything going on. This post will explain some key ways to keep track of it all.

July 5, 2017

Take Note! Migrating Notes to New Content Notes in Salesforce

The Notes & Attachments related list is on the way out. Content Notes and Files will replace these features, and both have major advantages over the “old” notes and attachments. The biggest difference is enhanced sharing for both, and rich text for notes.

June 27, 2017

Salesforce Summer ’17 Release Highlights

Have you noticed the seagulls in your Salesforce org? It’s time for the Salesforce Summer ’17 Release and we have highlighted some of the features we are excited about in this post.

June 19, 2017

How Businesses Must Adapt to a 21st Century Workforce

For organizations to capitalize on new opportunities, they will need to understand that talent development is critical to achieve growth and stronger results. It’s time to prepare for the 21st century workforce.

June 13, 2017

Why Chatter is Great for Nonprofits

Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using Chatter at your organization.