Blog

Historical records are important. When the people who experienced what’s been tried, adapted, and improved are no longer around for us to talk to, these records provide valuable information to learn from. We create delicious food by following the steps on a notecard with an old family recipe. Most great ... Read More

This year has solidified just how crucial tech is and will be, long-term in nonprofits, and an Administrator is a necessity. Whether you are an “accidental administrator,” or an intentional one, you are the one who leads any technology project and maintains the system once it’s implemented. The nonprofit system ... Read More

A guest post by our partners at CloudScale 365. When you work for or manage a nonprofit organization, you are usually limited in resources and need to do multiple activities internally or by yourself. Often you need to fight IT challenges, which are vital for your organization’s success and security ... Read More

It’s quite a trip to go down the road of getting a new website, CRM, or other system. All too often, nonprofit technology projects are like taking a cross-country road trip riding in an Indy 500 race car: driving into curves so fast the wheels come off the ground and ... Read More

Ah, your organization has just upgraded to a shiny new nonprofit technology system. The staff has been learning how to use it, you’ve made sure everyone has access, and you’re excited to reap all the benefits this new system can offer. Once you’ve unwrapped the package and started playing, it's ... Read More

Most of my career has been in marketing where I had the opportunity to play with all sorts of online technologies from CRM’s, to websites, to autoresponders and more. Then I picked up my marketing skills and decided to put them to use for good in the nonprofit world. I ... Read More

When you hear the phrase “naming conventions,” you may think mostly about the technical implications – if you’re a nonprofit Salesforce Admin who’s ever relabeled a field in Setup, for example, you’ve seen the warning about how the change can impact merge templates. But how you name Objects, Fields, Flows, ... Read More

Do you have scary stories of nonprofit technology projects from the past? Does it make the hair on your neck stand up every time you think about using a particular system? Are you terrified at the very idea of adding a new tech tool at your organization? How many nonprofits ... Read More

The future of Salesforce automation is Flow, and the future is now! In the Winter ‘23 Admin Countdown, Salesforce has mapped out the release schedule for a series of changes, starting this fall, meant to move everyone over to Flow. Soon, you will see some differences in the Workflows & ... Read More

As we've written about before, your technology systems are comprised of many different software components, each with their own expected upgrade cadence. These updates are often critically important for addressing serious security risks, and falling behind can also impact your site's speed and performance. If your website needs the latest ... Read More

In the Great Tech Pivot of 2020, nonprofits cobbled together technology that would work in a pinch to get them through the pandemic. Now does your nonprofit need to pivot towards the future? Have you ever heard someone try to mash up a couple songs that didn’t quite go together? ... Read More

Your technology systems are comprised of many different software components, each with their own expected upgrade cadence.  These updates can be about adding new features or functionality, but often it's more straightforward than that: Updates are released to address serious security risks! That means falling behind on updates is a ... Read More