May 30, 2017

Salesforce Analytics 101: Report Types

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.

April 25, 2017

Theory of Change: Metrics and Monitoring

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.

January 3, 2017

5 Nonprofit New Years Resolutions for Salesforce

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.

May 3, 2016

Data Proofing Your Salesforce Data

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.

January 12, 2016

Creating a Data Map When You’re Lost in Data!

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.

September 29, 2015

Nonprofit Starter Pack (NPSP) Data Importer Tool Deep Dive

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.

April 21, 2015

Data Management Tips for the Lone Wolf Admin

As a solo administrator, you’re a lone wolf, but it’s a big, dangerous world out there. The time to get smarter about managing your organization’s data has arrived. Here are a few tips to get you started.