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SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.

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Best Practices

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We reviewed the common email service providers who offer Salesforce integration including MyEmma, VerticalReponse, iContact, ExactTarget, and MailChimp.

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This blog post includes a comprehensive review of common online donation integration for Salesforce including Click and Pledge, Action Pages, Brickwork, and PaymentConnect.

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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.

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Learn how Cloud for Good can work with your organization to create and implement strategic

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It does not matter if you are small or big or if you are moving to the cloud to manage your donors, volunteers, dogs, cats, or trees: there are some things that you should keep in mind. Here are my top ten (and a bonus one at the end).

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Whether it’s envelopes for fundraising materials, event invitations, volunteer release forms, thank you letters or end of year tax receipts, the ability for a non-profit to quickly generate and print out personalized documents is central to its success. While a lot of attention is given towards the right mass email platform, who do you turn to when you need to create mail merges from your Salesforce.com data?

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Is your system full of duplicates? Duplicate records can frustrate users, throw off reporting accuracy and in general cause havoc in your Salesforce ecosystem. In this post I am going to talk about a couple of tools available to prevent duplicates from coming into your system in the first place.

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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.

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The number one question I hear when dealing with clients who want to add new data to Salesforce is, “How can I make sure I’m creating duplicate records?” There isn’t a perfect solution to the problem, but there is a pretty darn good one. Check out DemandTools.

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The Apex Data Loader is one of my stand-by’s. It’s a solid, no-frills workhorse that’s really good at the “E” and the “L” (exporting and importing). Check out this post to learn why.

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