Data Archives

Best Practices

This blog post is part of the “Apps for Good Webinars” where awesome AppExchange providers like Click and Pledge, Conga, and Scribe will demo their applications and how nonprofit and educational organizations can use them to collect online donations, integrate with Google Apps, or create online forms. Register for future webinars here.

roundCause is the best in class constituent engagement suite available on Salesforce.com for fundraising, development, volunteers, grants and event management. roundCause is being implemented throughout the Salesforce nonprofit and higher ed ecosystem. It is designed as a native tool thus allowing you to implement the application and easily extend Salesforce into other areas of your nonprofit’s programs/services and social enterprise departments.

July 14, 2014

All

One of the simplest steps you can take to maintain the integrity of your Salesforce data is to implement automated unit tests. The up-front work is a bit technical, but the result is priceless!

June 24, 2014

All

For your non-profit, nothing can be more helpful than good, clean data. How to can you do that? Capitalize on integrations.

April 10, 2014

All

If your nonprofit is considering a data migration in the near future, you can start planning now by asking some preliminary question.

April 3, 2014

All

Data migration is often referred as the most painful part of the implementation process. This blog post includes many tips and tricks for cleaning your data and preparing it for the migration.

February 26, 2014

All

One of the most common complaints on the various forums that serve the nonprofit community is that data has somehow either mysteriously disappeared, or that it just never showed up. You know it’s THERE. You imported it yourself. You may have even created the field and then populated it. But why isn’t it showing up? Find out in this blog post.

February 11, 2014

All

When implementing a new Salesforce instance from an existing one, sometimes it’s not just the data you need to move. It’s the heavy stuff: Metadata. Without a developer this may seem overwhelming. Thankfully, there are more than a few tools to accomplish this. I solved my problem with Sublime Text 3 and MavensMate.

February 5, 2014

All

So how do you go about identifying fields that are underutilized? The folks at Qandor developed a great app called Field Trip that is perfect for the job. And even better, it is free!

January 15, 2014

All

Using a data import tool may not be a personally transformative experience, but it should be transformative for your data. Jitterbit is another good and free choice you have, and it has features that may not change your world, but they’ll allow you to do some neat things when updating or adding information to Salesforce. If you’re a data geek like me, that always provides a little thrill.

May 29, 2013

All

Apsona for Salesforce is another exceptionally useful ETL (Export Transform Load) app, with some unique advantages that make it an essential tool to keep in your data loading/cleansing utility box.

April 15, 2013

Blog

Data