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User Acceptance Testing (UAT) Isn’t Scary!
User Acceptance Testing (UAT) is process of verifying that a solution works for the user. The solution, in this case, is Salesforce and the processes we've
5 Ways to Make it Easy for People to Fill Out Your Form (And Decrease the Dropout Rate)
Your forms should be easy to understand. A cluttered layout and vague language are just some of the hurdles that could trip up your respondents. Here's
While Raiser’s Edge is still one of the most common fundraising solutions for nonprofit organizations, it is about time to say out loud what our clients
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
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
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.
Apsona for Salesforce is another exceptionally useful ETL (Export Transform Load) app, with some unique advantages that make it an essential tool to keep in your
Winter ’13 has more surprises for us in the nonprofit community, the Sales Cloud are the ones aimed specifically at the development directors who help keep
