Major Donors: Cultivating and Implementing A Salesforce Strategy
Major donors and the strategies around managing these portfolios can be one of the trickiest beasts to tame. Let's explore how you can match highlights of...
Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you...
Take Note! Migrating Notes to New Content Notes in Salesforce
The Notes & Attachments related list is on the way out. Content Notes and Files will replace these features, and both have major advantages over the...
Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using...
Pre-Checking: Good for Baggage, Bad for Email Opt-In
In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take...
Is a Salesforce Community the Right Fit for Your Nonprofit?
If you can find value in sharing your Salesforce data with constituents, a Salesforce Community might be right for you! Salesforce Communities expand your database beyond...
Planned Gifts: Tips and Tricks for Managing in Salesforce
Planned gifts, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes....
The process of developing your organization’s Annual Report should be a satisfying task of reviewing progress toward your goals, deciding on photos and profiles to include,...
Nonprofit Starter Pack (NPSP) Data Importer Tool Deep Dive
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...
Diversity at Dreamforce – A Promising Start, But Challenges Remain
Last week was Dreamforce, Salesforce’s annual customer conference, which basically takes over the city of San Francisco for a week of keynotes, educational sessions and parties....
Declarative Lookup Rollup Summaries: An Admin’s Must-Have Tool
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...
