November 8, 2016

Nonprofits Are Creating Value With Salesforce

More and more nonprofit organizations are using Salesforce to power their mission and create additional value for their constituents. The flexibility, openness and expansive ecosystem of the Salesforce platform allows customers to use the technology the way they want to use it.

August 9, 2016

Who is the Site Guest User?

The Site Guest User is a special type of user that you use in conjunction with a site or any application that utilizes a site. Some examples of this are event management applications, donation applications, volunteer applications, etc. The Site Guest User allows for those external constituents who are registering for an event, making a donation, signing up to volunteer to commit data into your system, essentially making the “sync” of data possible.

January 19, 2016

Seeing vs Doing: Understanding Learning Styles for Successful Training

Identifying learning styles among your users doesn’t need to involve having each user take a quiz or survey. You can likely identify some personality traits or tendencies that indicate one or several learning styles by simply getting to know a person. Making an effort to appeal to different learning styles in your training sessions and training materials could be a game changer for you and your end users.

December 15, 2015

Right Person, Right Place: Hiring a Salesforce Guru

While we configure Salesforce to be easy to maintain, it does still need someone to look after it. When a new user needs to be onboarded, when existing users have questions, when business process change and need to be reflected in the database, or when something breaks, it’s very helpful for an organization to have a designated go-to person (a Salesforce Guru) to help adapt to the new condition. This post contains expert tips on hiring a Salesforce administrator.

May 26, 2015

Adding it Up: Understanding Roll-Up Summary Fields

Roll-up summaries are a powerful tool within Salesforce to help you analyze your data without running a summary report. They can give you data specific to the contact or household you are viewing, providing a snapshot of related donations so you can get a sense of the donor’s engagement with your organization at a glance. Standard roll-up summary fields summarize all or some related records into a calculated field on a master object. The field can display a count, sum, maximum, or minimum value from the related records, operating on numeric, currency, or date fields. You can create roll-up summaries of Opportunities on Account records, or on any master object summarizing a field from its detail records.

May 19, 2015

Tracking In-Kind Gifts in Salesforce

Let’s say you’re already tracking donations in Salesforce, and everything is going smoothly. But now a donor wants to make an in-kind gift to your organization. You’re excited about the gift, but not sure how to record it in Salesforce. How should you track the gift so you can honor the donor’s generosity, acknowledge them appropriately in your annual report, and send them an accurate tax receipt? You’ve got some options, of course!

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.