Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
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Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration
Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a
Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have
The Future is Now: Taking your Chatter Publisher Actions Mobile
Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher.
It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that
From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to
Ready To Start With Your Implementation? Think Again
You choose a platform, signed with an awesome implementation partner who can translate your needs into technology, and you are extremely excited to get started. Wait…
It’s that time of year everyone - the Nonprofit Technology Network has opened up voting for proposed sessions at the 2014 Nonprofit Technology Conference. We at
In Salesforce, the Case Object is often used to track a constituent issue or problem that needs resolution. Just like anything else in Salesforce, it can
Choosing the Right Email Provider for Your Salesforce
We reviewed the common email service providers who offer Salesforce integration including MyEmma, VerticalReponse, iContact, ExactTarget, and MailChimp.
The Salesforce Foundation has updated their Nonprofit Starter Pack application, and the new release gives us plenty of reasons to be as excited as a young
Celebrating the You in Community: Why Salesforce Just Does It Better
You are the Community that sets Salesforce apart as a an exceptional customer company. Don't believe me? See how your involvement makes the product grow.
Many nonprofits hold fundraising events as a way of generating awareness deepening constituent engagement and, of course, raising money. Events take a lot of planning, hard
One of the biggest obstacles to using Work.com to effectively manage goals was that it wasn’t integrated with Salesforce.com, so there was no automated way to
