SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
What would happen to a nonprofit that uses Salesforce and loses donor information or program evaluation data? At best, it would mean a loss of team productivity in the scramble to recreate data from the Weekly Export. And at worst, it might harm the nonprofit’s reputation and ability to fulfill its mission.
Roll-up summaries are a powerful tool within Salesforce to help you analyze your data without running a summary report. They can give you data specific to the contact or household you are viewing, providing a snapshot of related donations so you can get a sense of the donor’s engagement with your organization at a glance. Standard roll-up summary fields summarize all or some related records into a calculated field on a master object. The field can display a count, sum, maximum, or minimum value from the related records, operating on numeric, currency, or date fields. You can create roll-up summaries of Opportunities on Account records, or on any master object summarizing a field from its detail records.
Though we’d all love for all vendors to have seamless integrations with Salesforce, the truth is some of the vendors nonprofits works with do not. When this is the case you’re faced with inserting data created by your vendors into your Salesforce environment. Examples of these types of files could be checks deposited to your organization’s bank account, lists of donors that were gathered at an event or in the field where there was no internet connection or a list of names and emails received from a sponsored event.
As a solo administrator, you’re a lone wolf, but it’s a big, dangerous world out there. The time to get smarter about managing your organization’s data has arrived. Here are a few tips to get you started.
Nothing sinks a new implementation faster than bad data. Users will quickly lose faith in the tool as well as those leading the implementation effort if incomplete, incorrect, or irrelevant data is present.
Read more about data best practices.
Every day there should be a conversation that happens between you and the data inside of your Salesforce instance. Starting that conversation is not always easy but in the end you and your data will be thrilled that you did.
Apsona for Salesforce is one of my favorite things for many reasons, but most of all because when I’ve reached the limit of what I can do in Salesforce without code, I know that Apsona will be able to move that limit for me much farther than I had imagined and allow me to accomplish my tasks without needing code.
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.
Apsona creates user-friendly, browser-based web applications for CRM and e-commerce. Its offerings include Apsona for Salesforce, a Salesforce.com add-on for improved data manipulation, cross object filtering and reporting, and multi-step reporting, a powerful multi-object reporting tool.
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.
