Blog

The Trailblazer Community is your digital homebase for all things Salesforce. It is where you can go to learn, either by completing Trailhead badges or by asking questions of your fellow Salesforce users. And now, the Trailblazer Community is home to the entire nonprofit Salesforce userbase as well! (The old ... Read More

We’ve written in the past about how as a nonprofit, your data is one of your most valuable assets. Keeping your Salesforce account safe, secure, and accurate should be a top priority of your organization. Today, we’ll explore that last part -- one way to maintain a “clean” and complete ... Read More

[We’re delighted to present this guest post by Jill Rodde, Chief Operating Officer at Harlem Lacrosse. Jill came up with a great solution for getting her team more engaged with their CiviCRM database, and we suggested sharing it here for other organizations to consider adopting. Enjoy!] While Civi is our ... Read More

Did you know you can make a personalized home page for specific Salesforce users? There is no place like a good home page. Customizing the homepage helps staff members find tools and information quickly and easily, and helps them understand that their Salesforce instance has been built specifically for your ... Read More

Getting to know your data in Salesforce can give you new insights about your business and help you make better decisions. This month we’re wrapping up our series of tips about how to tackle common reporting challenges in Salesforce. Two Great Things Together Remember the basic definition of a Report ... Read More

As an admin, you now have access to the recycling bin, even in the lightning experience. You no longer have to switch to Salesforce Classic to access the Recycle Bin. You can now view, restore, and permanently delete the items in your Recycle Bin and the org Recycle Bin. How: ... Read More

You’ve probably noticed the potential duplicate notification on an account or contact before. Hopefully, you don’t see these notifications often and try to resolve them quickly. Having duplicates in your CRM can create a lot of issues like misrepresenting lifetime donations or volunteer hours. Your staff and constituents, rightly so, ... Read More

When it comes to supporting the many goals of your nonprofit, no one element is as important as your overall digital experience. A high-performing website can help you better engage with your constituents, drive the actions that are most important to your nonprofit, and support your overarching mission. How does ... Read More

When your website and CRM are integrated seamlessly, they magnify the impact of your mission, transform your constituent experience, and empower your team. Once you see how technology can help advance your mission, you'll never look back. Utilizing the right tools, in the right way, will set your organization up ... Read More

What Is It and Why Should You Comply with It? As a nonprofit, you regularly collect and store an enormous amount of digital personal information. Without your donors, members, and volunteers -- plus their names, addresses, and other contact information! -- you cannot accomplish your mission. You’re already committed to ... Read More

Is your website serving as a true "mission delivery platform" for your nonprofit? In this video, Paul Keogan, Founder and CEO of BackOffice Thinking, shares how to make sure your digital experience is successfully engaging your audience. To learn more about how to make sure your digital experience helps deliver ... Read More

Getting to know your data in Salesforce can give you new insights about your business and help you make better decisions, so we’re doing a whole series of tips about how to tackle common reporting challenges. (Did you miss our posts about choosing the right report type, or editing custom ... Read More