Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
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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
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
Flexibility in Flows: Custom Settings and Dynamic Picklists
Visual Flows are a powerful tool for any administrator on the Salesforce platform. With a drag and drop interface and a suite of possible actions, Visual
Make the Most of Salesforce Security: Added Assurance in a World of Compromises
Most organization’s choose Salesforce because of its reputation for reliability, and Salesforce does a great job of maintaining a high level of security on its servers,
As a leader at your nonprofit - whether you are the Executive Director, Chief Information Officer, Salesforce Administrator, or motivated staff member, it’s up to you
Engagement Plans and Levels Make Moves Management Work for You
Engagement Plans have been added to the Nonprofit Success Pack (NPSP) and will provide an even more seamless experience in managing your moves to cultivate donors
Choosing the Best MailChimp to Salesforce Connector
Choosing the best MailChimp to Salesforce Connector will ensure that you deliver the right message at the right time to your constituents. Cloud for Good has
Connected Nonprofits Use Technology to Manage Volunteers
Volunteers are often key to nonprofits' work but managing them with limited staff and budget can be a challenge. Utilizing technology effectively in volunteer management can
Make Salesforce Work for You: Workflows and Email Automations
Workflows take processes that can be standardized and automate them when certain criteria are met. This can be especially useful for development teams, as they can
Functional silos or information silos refer to business processes or data systems that are incompatible or not integrated with other processes or systems. A silo is
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
