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
If you are a major gift manager, super fundraiser, or a volunteer mobilizer, you have a great reason to get excited. The Salesforce Foundation has recently
Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter
A simple, streamlined process can improve data quality and reduce user frustration. Visual Flows are a powerful tool for streamlining and simplifying data entry. After you
Running monthly or yearly statements for your households can be a daunting task, from creating a report in your Salesforce instance --to exporting the data to
4 Steps to Integrate Social Media Into Your Campaigns
4 Steps to Integrating Social Media into Successful Campaigns, is a helpful guide for understanding and using social media to meet your campaign goals.
There are a handful of Salesforce apps that specialize in volunteer management, three of which stood out for me; HandsOn Connect, Volunteers for Salesforce, and Skillanthropy.
Learn how Kids Included Together implemented a social chatter approach across their organizations. Read more to learn about their 5 tips for keeping it social.
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
Why a System Administrator Profile Is Not For Everyone
Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size
