All
Click & Pledge has pioneered the trend toward individual “peer-to-peer” fundraising. Watch this webinar to learn about their Salesforce integration.
February 13, 2014
SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
Click & Pledge has pioneered the trend toward individual “peer-to-peer” fundraising. Watch this webinar to learn about their Salesforce integration.
Many of us have managed or participated in a database rollout. Usually we focus on selecting the best product for the organization’s needs, then choosing a vendor/partner to plan, design and implement the new system. But despite good intentions, often users are as frustrated with the ‘new’ database as they were with what it replaced. This post includes tips to make the process smoother after the roll out.
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.
Watch our recorded webinar about the StayClassy integration with Salesforce.com. StayClassy is an industry-leading online fundraising and community engagement platform that helps nonprofit and higher-ed organizations grow sustainably and advance their missions.
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.
Watch our recorded Apps for Good webinar featuring RallyBound. A robust peer-to-peer fundraising software to nonprofits of all sizes. Organizations use RallyBound for a number of fundraising initiatives: third-party platforms, events, and personal campaigns.
Right now the abundance of technology tools and applications available to organizations is making the job of CIO or CMO a minefield of decisions. The lines between consumer applications and enterprise applications continue to blur with more organizations adopting a BYOD strategy. As an executive tasked with increasing efficiency or moving to the cloud how can you avoid the mistake of putting out fires everyday and address the bigger goal?
Fundly is a donation based, keep what you raise, crowdfunding platform for individuals and nonprofit organizations. They’ve built the only self service social crowdfunding platform capable of scaling to meet the needs of any size fundraiser, regardless of fundraising experience or desired level of customization. Watch a recorded webinar about Fundly and its Salesforce integration here.
Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size their access with a combination of a custom profile and permission sets. Remember “With great power comes great responsibility.”
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!