Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
Latest Posts
#NPForce Tweet Chat
The #NPForce chat will provide a chance to network and grow your knowledge of how nonprofit organizations are using Salesforce. Join us on April 23rd....
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...
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...
Volunteer Time Off (VTO) is a growing trend as an employee benefit offered by companies. Volunteer time off provides benefits to both the company and the...
