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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
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
Top 5 Chrome Extensions for Salesforce Administrators
If you’re a Salesforce admin or power user, listen up! There are some great community-developed Chrome extensions meant specifically to enhance the Salesforce user experience. Have
Guarding Against Online Fraud on #GivingTuesday: 3 Expert Strategies
#GivingTuesday, one of the biggest fundraising days of the year, is coming up. This post contains tips to avoid fraud on #GivingTuesday and throughout the year.
More and more nonprofit organizations are using Salesforce to power their mission and create additional value for their constituents. The flexibility, openness and expansive ecosystem of
5 Fundraising Processes You Should Track in Salesforce
Fundraising is hard work. It requires excellent relationship-building skills, a strong understanding of the funding landscape in your community, and strategic decision-making. Salesforce can be a
Change is all about how you manage the process. Implementing a new CRM like Salesforce can certainly lead to unintended consequences if you don’t manage the
Preparing for Your Data Import: Some Useful Excel Tips and Tricks
Data migration is often referred as the most painful part of the implementation process. This blog post includes many tips and tricks for cleaning your data
Using Salesforce for Performance Monitoring and Program Evaluation
Salesforce can be a powerful tool that can enable an effectively implemented evaluation. However, there are ways to use Salesforce for program evaluation successfully, and some
Idealware Report: The Landscape of Salesforce for Nonprofits
When our friends at Idealware approached us with their plans to research and write a new report, The Landscape of Salesforce for Nonprofits: A Report on
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
You CAN Do It: Moving Metadata Between Production Instances
When implementing a new Salesforce instance from an existing one, sometimes it’s not just the data you need to move. It’s the heavy stuff: Metadata. Without
