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.
When you’re creating a Salesforce report, the first thing you have to choose, before you even get to the report builder, is the Report Type. The Report Type is a defined set of related objects and fields you can use in your report.
Theory of Change is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision of the organization. Learn how to put this concept into action.
The new year is always a time to resolve to do better, try harder, and move farther toward your goals, but we all know keeping your New Year’s resolution is easier said than done. With that said, we encourage you to make some professional resolutions you’re sure to keep in 2017.
You’re ready for the data migration, but now it’s time to manage the data freeze. Here are some tips to work through shutting down your old system and starting up your new system.
It’s time for data validation. Here are some tips and tricks to making sure that you get your data looking exactly like you want it.
Data is a nonprofits best friend and should be treated as one of it’s most powerful tools. Consider the information your organization may be recording on its donors, constituents, and programs. It is easy to understand that the data must be of the highest quality in order for it to be used effectively and lead to measurable success and growth. However, data entry is often a tedious job; left as a side thought to the other work that needs to get done.
A data map is a great way to document the process of uncovering the secrets of a data set. We use them for so many different reasons. To take a catalogue of what is in the old system. To take another catalogue of all the fields that are in the new system. To show a client where all their data is going and how.
Does the thought of migrating data make you want to run screaming? Is your organization using the NonProfit Starter Pack (NPSP)? Do you have data you need to migrate into Salesforce? Fear not System Administrator, the fabulous team over at the Salesforce Foundation has created a tool to help, the NPSP Data Importer tool. This tool is designed to allow you to migrate Contacts, Accounts and Opportunities to the NPSP. Let’s take a deep dive in to see how the tool works.
What would happen to a nonprofit that uses Salesforce and loses donor information or program evaluation data? At best, it would mean a loss of team productivity in the scramble to recreate data from the Weekly Export. And at worst, it might harm the nonprofit’s reputation and ability to fulfill its mission.