Relationships as a general idea are fundamental to Salesforce. After all, Salesforce is a CRM – or constituent relationship management – tool. Let’s explore how to track individual and organizational relationships with the Nonprofit Success Pack.
There are many ways to categorize your data. After you understand how you’d like to categorize your constituents, the next step is thinking about how to define these categories with data.
The Salesforce Lead standard object holds records representing individual people, typically as part of a sales process in the B2B (business-to-business) model. Using the Leads object allows a data model to segregate certain individuals from Contact records. We explore the pros and cons for your nonprofit.
There are many tools out there to assist with data cleanup and it’s not always easy to know which one to choose. We have explored several tools that may be right for your organization in this post.
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.
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.
Cloud for Good has created two nonprofit applications – the Interests App and Badges App. These nonprofit applications will help you maximize your Salesforce investment.
Good data leads to more self-awareness and an increasing ability to better steer the nonprofit organization toward its mission. Jeff Rule shares his insights on becoming a connected nonprofit.
Fundraisers and accountants have different views at times. Salesforce can help solve the seven most common complaints from accountants and we explain how in this post.
Adoption can be a challenge for some organizations. Here are some tips to help you increase it!