Adding it Up: Understanding Roll-Up Summary Fields
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
Let’s say you’re already tracking donations in Salesforce, and everything is going smoothly. But now a donor wants to make an in-kind gift to your organization.
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
Make Those Moves and Track Them Too: Salesforce Moves Management
Moves management is the process of moving a prospective donor from cultivation to solicitation. Learn how your Salesforce database can provide an essential backbone for your
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
Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration
As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within
Salesforce fields are so important to a successful implementation, yet you may completely forget to really think critically about these “building blocks” of your CRM. A
Salesforce Education Cloud Winter ’22 Release: What You Need To Know
The Salesforce.org Winter ’22 Education Cloud Release features several updates and optimizations designed to help make institution operations more efficient.
Blackbaud Discontinued Crystal Reports – Now What?
Blackbaud recently announced the end of support of a few applications hosted in their Citrix environments, including Crystal Reports (CT). Find out how Salesforce Tableau can
Salesforce Nonprofit Success Pack (NPSP) Winter ’22 Release: What You Need to Know
The NPSP Winter '22 release is introducing the Elevate Power of Us Edition, offering new ways to manage undeliverable addresses track Change Logs for Recurring Donations,
Migrating from Blackbaud Luminate CRM and Luminate Online to Salesforce
When harmony is created through technology systems like Nonprofit Cloud and Pardot, so too is it created for the diverse allies of the Rainforest Alliance as
Cloud for Good Announces Talent for Good Dallas Hub
Cloud for Good, alongside the University of North Texas at Dallas (UNT Dallas) and Dallas College, today announced a partnership to provide an apprenticeship pathway to
Choosing the Right Email Provider for Your Salesforce
We reviewed the common email service providers who offer Salesforce integration including MyEmma, VerticalReponse, iContact, ExactTarget, and MailChimp.
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
Winter ’13 has more surprises for us in the nonprofit community, the Sales Cloud are the ones aimed specifically at the development directors who help keep
