Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
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Salesforce Administrators and Puppies
Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have
The Future is Now: Taking your Chatter Publisher Actions Mobile
Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher.
It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that
From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to
Significant changes to the digital communication landscape help savvy organizations pivot to better engage their supporters. Salesforce Marketing Cloud’s Journey Builder allow sophisticated, intelligent donor journeys
While a Constituent Relationship Management (CRM) platform is a must for many organizations, Salesforce can also be fun. We provide tips so your nonprofit can have
How The Sausage Gets Made: Vetting Your Business Processes
If your organization sometimes feels like a rodent warren of haphazard business processes, there are some things you can do to make them better. Start by
Best of Salesforce Winter ’18 Lightning Features for Nonprofits
Each Salesforce release brings new and updated features to the platform. We explore some of the best Lightning features for nonprofits in the Winter '18 Release.
Salesforce can Help with US Tax Receipts for Donors
Donors are crucial to your nonprofit's success. They are required to have a written acknowledgement of any single contribution over $250 to claim it on their
Harness the Power of Your Constituent Network with Relationship Tracking in NPSP
Relationships as a general idea are fundamental to Salesforce. After all, Salesforce is a CRM – or constituent relationship management – tool. Let's explore how to
Data Segmentation: Categorize Your Constituents With Salesforce
There are many ways to categorize your data. After you understand how you’d like to categorize your constituents, the next step is thinking about how to
The Salesforce Lead standard object holds records representing individual people, typically as part of a sales process in the B2B (business-to-business) model. Using the Leads object
Writing strong, concise survey questions will get you the data that you need. We've shared some best practices for collecting information from your constituents.
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.
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
