SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
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.
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.
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.
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!
Does the thought of migrating data make you want to run screaming? Is your organization using the NonProfit Starter Pack (NPSP)? Do you have data you need to migrate into Salesforce? Fear not System Administrator, the fabulous team over at the Salesforce Foundation has created a tool to help, the NPSP Data Importer tool. This tool is designed to allow you to migrate Contacts, Accounts and Opportunities to the NPSP. Let’s take a deep dive in to see how the tool works.
Rollup summaries are great things to have in your admin toolkit. With a rollup summary, you can summarize information about child records on a parent record when those records are in a master-detail relationship.
It has been said that Dreamforce is like Disney World for Salesforce customers. Here are some suggestions on making the best of both Dreamforce and Disney World! Be sure to plan ahead, ask for help, remain flexible and remember that you can’t buy everything.
Defining system requirements and grouping them into a usable format is often a daunting task, but is a key component to successful Salesforce implementation. Utilizing use cases to capture requirements and some best practices to outline requirements are discussed in this post. We want to make sure you get the most out of your Salesforce account!
