Your Board of Directors and Salesforce
Your Board of Directors (BoD) is made up of key constituents and stakeholders. We share ideas so you can to track their activities and interactions in Salesforce.
SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
Your Board of Directors (BoD) is made up of key constituents and stakeholders. We share ideas so you can to track their activities and interactions in Salesforce.
There are several ways to manage major donors in Salesforce. Depending on the size of your development team and formal fundraising processes utilized, your organization may use one or many of these Salesforce tools.
Planned gifts, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes. Salesforce can be customized to meet the needs of any organization’s planned giving program.
Volunteer Time Off (VTO) is a growing trend as an employee benefit offered by companies. Volunteer time off provides benefits to both the company and the employee, such as increased happiness and team building.
In order to help you and your teams “talk the talk” of change management, below are a few tips on decoding the jargon. Change is hard enough as it is, no need to add a layer of complexity to it by introducing a new language.
The Site Guest User is a special type of user that you use in conjunction with a Force.com site or any application that utilizes a Force.com 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.
The Payment Card Data Industry Security Standard – PCI Standard for short – is a baseline of technical and operational requirements to help you protect your constituents data and your organization from liability. It applies to you if you at any point store, process, or transmit card-holder data or other sensitive personal information.
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.
The Hanover Chili Cookoff may look like just another festival or fair but at its core is a group of extremely dedicated volunteers who organize an outstanding event and give about $50,000 a year to local charities. This year, with Cloud for Good’s VTO policy, Emily had a bit more to give to this event.
The ongoing development of the Salesforce Foundation’s tools for nonprofits has encouraged more and more nonprofits to consider a switch from their legacy system to Salesforce. You might be one of them! If you are currently using Raiser’s Edge (RE), we’ve put together a list of the top ten reasons to make the switch to Salesforce.
