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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 build and implement a flow, you only have to enter the data once– and the flow powers the rest of your business process. But, what if the data already exists somewhere in your Salesforce database? How can a Flow leverage the data that you already have to create or update other records? With a little bit of Visualforce, you can extend your flow into an even better tool for managing and maintaining your data.

May 27, 2014

None of us likes to limit our choices if we don’t have to, so on its surface Salesforce’s multi-select picklist (MSP) seems like a great field type. Users can select multiple options while you can still enjoy the standardization that picklists bring, right? In my rookie Salesforce administrator days, I thought MSPs were awesome. Then my nightmares began.

May 22, 2014

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 Excel –to merging the data into your statements. And what happens if you have multiple open items or donations for a single constituent or household? It can turn into a nightmare to create these statements, while your staff spends precious hours performing a task that should be automated. Apsona Mail Merge to the rescue!

May 19, 2014

4 Steps to Integrating Social Media into Successful Campaigns, is a helpful guide for understanding and using social media to meet your campaign goals.

May 13, 2014

Who doesn’t like the idea of a sandbox? You can get creative, get dirty, and get better at what you’re looking to accomplish. Salesforce has some nice options here. Depending on the type of sandbox you spin up, you have different features, capabilities, and pricing. Read more about your options.

May 8, 2014

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. They are wildly different, and yet help certain audiences reach their targets. Read more to learn how they compare.

May 5, 2014

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.

April 29, 2014

Implementing Salesforce so that it can do “anything” requires leadership, capacity, and lots of expectations management. Learn why.

April 22, 2014

Buying a new fundraising CRM or replacing your finance and HR systems are big investments with critical outcomes. How can you make sure that big software projects succeed? Here are three recommendations

April 17, 2014

It hasn’t exploded yet like the #askforce twitter channel, but it is gaining traction. Here are the top 5 ways Pinterest and Salesforce go together, like peanut butter and jelly.

April 15, 2014

For your non-profit, nothing can be more helpful than good, clean data. How to can you do that? Capitalize on integrations.

April 10, 2014

When implementing new technology into your organization or expanding your existing system, a little bit of planning can go a long way in ensuring the success of your project. Planning the project well, have subject matter experts and/or experienced project managers can help the project move smoothly. Every project will have bumps in the road, but below are some tips that will help smooth out the bumps.

April 8, 2014

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