Planned gifts, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes. Salesforce can be customized to meet the needs of any organization’s planned giving program.
Data cleanliness in Salesforce is important. Explore these tips to keep your data clean throughout the year and kick-off your spring cleaning with the most recent Salesforce release.
Adoption can be a challenge for some organizations. Here are some tips to help you increase it!
Process Builder is one of the more powerful tools to be added to the Salesforce platform in recent years. Much of what Process Builder can do would have taken programming in the past, however, that functionality is now in the hands of the Salesforce admin.
The key to the success of your Salesforce implementation is moderation and this is especially true when it comes to custom object creation. Even if an out of the box (OOB) function of Salesforce or NPSP doesn’t fit your business process exactly, you do not necessarily need to create an entirely new object.
At Cloud for Good it has been exciting to work with clients to help them envision what they can do with communities, make those visions a reality, and see the very real impact they have on the groups and areas they serve.
Nonprofits are great at vision. It’s a strength of mission-driven organizations: picturing a better future … Continue Reading
Creating a new, custom record type for everything is a mistake. Learn more about how to maximize your Salesforce investment while customizing only what you need.
The Payment Card Data Industry Security Standard – PCI Standard for short – is a baseline of technical and operational requirements to help you protect your constituents data and your organization from liability. It applies to you if you at any point store, process, or transmit card-holder data or other sensitive personal information.
Making improvements to your Salesforce platform is a process. We have provided some best practices to help you establish clear database improvement policies for your organization.