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

MS Excel Tools for Salesforce

As a Salesforce Admin, you have to be responsible for creating Salesforce data, maintaining that data and even extracting it so it can be analyzed and used by others. Over the years, there have been a number of Excel based tools that have been created to help Admins (and others) to perform these tasks. I often encounter Admins who don’t know any of these applications exist, so I thought it would be helpful to review the ones that I used.

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A Nonprofit Guide to the Salesforce AppExchange

We have been hosting Apps for Good webinars over the last couple of years and we have written many great articles about the different apps that are commonly used by nonprofit organizations. I have compiled a quick guide to outline some of these incredible apps that can help you maximize your Salesforce instance.

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Cloud for Good: 2015 Year In Review

In 2015, Cloud for Good continued to show rapidly planned growth. We experienced over 60% employee growth, adding additional consultants and creating new positions. We completed over 280 projects during the year for 170 unique organizations, including Hamilton Family Center, Arts Midwest and Food Bank for New York City (just to name a few).

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Receipting Canadian Tax Receipts

If you are a Canadian organization, this is a task you may struggle with due to the Canadian Revenue Agency (CRA) tax receipting requirements. In this post, we will explore some of the CRA requirements and several solutions that may work for you.

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Account Models in NPSP Added to Nonprofits 101

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.

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Grants Management in NPSP 3.0 Added to Nonprofits 101

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.

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