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.
Enterprise-level nonprofits using or thinking of using Salesforce should strongly consider implementing the Nonprofit Success Package. This post details many of the reasons it is an excellent product for nonprofit organizations of all sizes.
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.
We all know that managing matching gifts can be a frustrating process for nonprofits, but it is becoming a far simpler and more worthwhile endeavor. The new version of NPSP offers great features for tracking these gifts, and nonprofits are given a new tool in managing this potential revenue stream. In this blog post I will go over how to access and then leverage this feature!
Salesforce.org recently released a new tool for colleges and universities, the Higher Education Data Architecture (HEDA) package. HEDA aims to offer a core architecture package for managing common relationship data across the student lifecycle, including institutional and departmental affiliations, interpersonal relationships, and course enrollments.
The Salesforce platform is great for organizations who are working to reform education. Implementing Salesforce allows your organization to develop a strategic plan to manage your program, enhancing your social impact while connecting the communities you serve.
Cloud for Good had the opportunity to send two of our team members to participate in the second ever Nonprofit Starter Pack Sprint (#NPSPsprint). A room full of people gathered from all over the USA and Canada for two days with one common purpose - to volunteer their skills and experience to make the Nonprofit Starter Pack (NPSP) more accessible and more effective for nonprofit organizations all over the world.
We are continuing to add to and update our Nonprofits 101 manual - the Salesforce user manual for nonprofit organizations. This article will over what account models are in the Nonprofit Starter Pack, how they work, and why it's important to pick one that works for your organization and stick with it.
We are in the process of updating and adding to our Nonprofits 101 manual - the Salesforce user manual for nonprofit organizations. We recently added an article around Grants Management in NPSP 3.0. A sneak peek of this article and a link to the manual on the AppExchange are included in this post.
The NPSP 3.0 is a set of managed packages installed on Salesforce to customize the platform for some common nonprofit use cases. It is the most current version of the Nonprofit Starter Pack, and it has some key improvements and new features compared to the previous version, the NPSP 2.0. A key feature of the NPSP 3.0 is that it automatically receives updates from the Salesforce Foundation, meaning that new functionality is added to your instance without needing to install new packages. Furthermore, the older NPSP packages are no longer supported by the Salesforce Foundation and no longer receive updates. Upgrading to the NPSP 3.0 means your package will remain current and as new features are released to improve the user experience, you will receive them!