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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.
There are many blogs out in the Salesforce ecosystem about being an Admin, a Developer,
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.
Donating to a charity is a great way to ensure that their mission is accomplished, but there is something so much more rewarding about being able to volunteer your time, and sometimes sweat, to a cause that is near and dear to your heart. As our lives become increasingly busier as we take on careers, family and hobbies, it can be hard to find a time that works for you and an organization to volunteer your time. Depending on the areas that your chosen organization serves, weekends may not be an available option. Lucky for me, Cloud For Good recognizes this and allows time off from work for employees to volunteer in their communities.
When configuring your Salesforce org, it is important to present your data in a manner that makes it easy for your users to access and interpret. If you hide a required field at the bottom of a page layout many of your users are going to become frustrated. I have seen many organizations spend countless hours and much effort configuring page layouts so information is presented in a logical, legible format. But you have to push forward! There are a number of other places where you should spend time configuring Salesforce to improve your users’ experience. Showing key information to your users when and where they need to see it will not only make things easier, but will improve data integrity as you provide the information they need to select the appropriate records.
In case you weren’t able to attend Dreamforce, or if you were in attendance and missed seeing us, don’t worry! We’ve got pictures from our events and links to our sessions. Take a few minutes to relive some of the moments you most enjoyed and take a peek at some of ours.
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!
It doesn’t matter if8ixn547AT you have 100 records or 1 million records, the data import phase of a project can seem like a daunting task. It’s kind of like moving a 5 bedroom house. There’s extracting the data from your old system, or gathering it from various places it may live. There’s prepping it for import by removing duplicates and making sure that email and phone number fields are formatted properly. And let’s not forget figuring out what pieces of data you actually want to bring over into the new system. Once these steps are completed, along comes the biggest piece – actually importing the data. This is either done by someone within your organization or by an outside consultant. A variety of tools are used, some magic is performed and then you have a new system with data that looks familiar to you.
There are some key items that need to be discussed during that first phone call to a consulting firm. It is encouraged you to prepare for these prior to that initial call, These key elements will allow a firm to make that first call incredibly productive and will help provide an overview of how efficiently Salesforce can be brought into your organization!
