Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
Latest Posts
Explore by Topic:
PCI Compliance: Why You Should Know What This Means
The Payment Card Data Industry Security Standard - PCI Standard for short - is a baseline of technical and operational requirements to help you protect your
Improvements to Your Salesforce – Documenting Database Changes
Making improvements to your Salesforce platform is a process. We have provided some best practices to help you establish clear database improvement policies for your organization.
Salesforce Analytics 101: Organizing Your Reports and Dashboards
Salesforce Analytics (reports and dashboards) are awesome tools to help you view and work with your data, as well as present your data to your supporters.
Registration for Dreamforce 2016 is now open! Take advantage of the discounted registration rate for nonprofits and higher education institution.! Learn, network, and develop your Salesforce
Through my work as a Salesforce consultant I believe there are three key levels or “energy states” an organization can potentially occupy. They run from low-adoption,
Data is a nonprofits best friend and should be treated as one of it's most powerful tools. Consider the information your organization may be recording on
Leveraging NPSP’s Employer Gift Match Functionality to Take Your Fundraising to the Next Level
We all know that managing matching gifts can be a frustrating process for nonprofits, but it is becoming a far simpler and more worthwhile endeavor. The
Handling Donations Made via Third-Party Organizations
It is common for nonprofit organizations to receive gifts from donors made through third-party organizations. These third party organizations might be the United Way, a community
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
Facebook Fundraising Trends and the Expanding Nonprofit Technology Landscape
Facebook's waived donation fees and expanded fundraising and disaster relief tools have implications for the crowded nonprofit technology landscape in 2018.
With Workflow Rules, Flows, and Process Builder at your fingertips, you may feel like code isn't necessary. However, there are times when code is needed over
The information your nonprofit gets out of Salesforce is only as good as the information your organization puts into it. Use webforms to collect useful and
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
