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The results of this year’s survey are in and we are excited to release the State of Salesforce Within the Nonprofit Sector 2017 Report. Download your copy to learn how other nonprofits are utilizing the platform.
November 1, 2017
SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
The results of this year’s survey are in and we are excited to release the State of Salesforce Within the Nonprofit Sector 2017 Report. Download your copy to learn how other nonprofits are utilizing the platform.
Coding isn’t for you and that is not a bad a thing. There are numerous career opportunities available using Salesforce that do not require you to be a programmer.
Donors are crucial to your nonprofit’s success. They are required to have a written acknowledgement of any single contribution over $250 to claim it on their US federal tax return. Taking a proactive approach will show your donors you appreciate their support.
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.
The Cloud for Good Netherlands team attended the first NPSP Sprint in London in September. The team shared their knowledge with others and learned from the participants who were involved in the two day event.
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.
Writing strong, concise survey questions will get you the data that you need. We’ve shared some best practices for collecting information from your constituents.
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.
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.
Customizing Salesforce’s Lightning Experience is more involved than just changing page layouts, but it’s also more powerful. We share five tips to help you customize the Lightning Experience.