Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
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The Benefits of Triggers in Salesforce
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
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
Lightning Strikes Dreamforce – What It Means for Your Organization
What is Salesforce Lightning, and why is it important? Fundamentally, Lightning is a set of tools that allow organizations to customize the way they use Salesforce
Clicktools Surveys: Collecting Constituents Feedback in Salesforce
Clicktools is an online survey creating/capturing solution available through the Salesforce AppExchange. Offering organizations the ability to integrate customer feedback into their Salesforce database. Considered one
Top 5 Favorite Salesforce Announcements at Dreamforce
After months of planning and anticipation, Dreamforce ’14 has come and gone. We were inspired by keynotes, learned new things at hands-on training sessions, danced to
4 Steps to Become Salesforce Analytics Cloud Ready
This new Salesforce Analytics Cloud helps “everyday users” (not trained analysts) make informed decisions. However, implementing this technology would require a significant commitment from your organization.
10 Reasons Your Nonprofit Should Attend Dreamforce
You may be asking yourself, “But why should my nonprofit attend? Isn’t it just another tech conference?” To answer this question I’ve put together the following
Agentforce Education Migration: Helping Your Student Data Work Smarter
Academic records. Advising notes. Financial aid flags. Engagement history. Years of it, carefully built across your Salesforce environment by the people who show up every day
From Go-Live to Real Value: What Credit Unions Actually Need From an FSC Implementation
See how the right FSC implementation strategy helps credit unions unify member data, support AI initiatives, improve adoption, and deliver consistent service experiences.
Why Now Is the Time to Leave Blackbaud and Build a Smarter Salesforce Foundation
Nonprofits and higher education advancement teams are outgrowing legacy fundraising systems. Learn why now is the right time to move from Blackbaud to Salesforce and build
