Colleges and universities implementing the Salesforce platform have a wealth of options for building a system that supports every department on campus. The Higher Education Data Architecture (HEDA) can assist you with improving advancement.
On March 9, 2017, Cloud for Good hosted a webinar covering the Nonprofit Success Pack with Lightning. This post offers resources to help your organization get started with Lightning.
Put donor engagement plans to work for your organization. Utilize Engagement Plans in the Nonprofit Success Pack to assist with your fundraising efforts.
Engagement Plans have been added to the Nonprofit Success Pack (NPSP) and will provide an even more seamless experience in managing your moves to cultivate donors (or other constituents like volunteers or program participants).
Choosing the best MailChimp to Salesforce Connector will ensure that you deliver the right message at the right time to your constituents. Cloud for Good has evaluated several options on the AppExchange to assist as you do your research.
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.