Nonprofit Data Hygiene: Take Time Now, Save Time Later February 24, 2023 by admin Thinking in: Non Profit Tips, Strategy, Support TipsWritten By: Molly Riordan and Allie Tabberer Does your nonprofit practice good data hygiene? Just like brushing your teeth every day is a good way to prevent dental problems down the road, establishing good habits around data will help keep your technology systems healthy and functional. While overlooking good data hygiene might not cause cavities,… Read More
IT Solutions for Nonprofits – Why engage with a managed service provider? December 4, 2022 by admin Thinking in: CRM/AMS, Strategy, Support TipsA 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. Some of them are data… Read More
Nightmare Salesforce Naming Conventions: So, What’s in a Name? October 2, 2022 by admin Thinking in: Salesforce, Support TipsWhen 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, Profiles, Roles, Groups, List Views,… Read More
CiviCRM Security for the Long-Term September 1, 2022 by admin Thinking in: CRM/AMSYour 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 risky proposition; even if things… Read More
Engaging Nonprofit Websites That Inspire Action June 7, 2022 by admin Thinking in: CMS/Websites, Design, StrategyWhen we strategize about nonprofit websites for our clients, often the organization’s biggest goal is to get more donors, volunteers, and/or visitors in their doors. Most of the time, there’s a clear “Call to Action” button — a “Join” or “Donate” link that points to a relevant form. But is that first action enough? It… Read More
We ♥ Engagement Plans January 28, 2022 by admin Thinking in: CRM/AMS, Salesforce, StrategyPlanning an engagement? This Valentine’s Day, take a moment to show some love to your own process and constituents by exploring Engagement Plans, a Salesforce Nonprofit Success Pack feature. Engagement Plans allow you to easily and efficiently create a series of multiple tasks related to a process. Engagement Plans are great for any process that… Read More
Salesforce Dynamic Gauges for Visualizing Goals December 17, 2021 by admin Thinking in: CRM/AMS, Non Profit Tips, SalesforceIt’s that time of year! Hot chocolate, holidays, and end of year reports. You worked all year, pushing yourself and your organization to meet your goals. Now is the time to for your nonprofit to make the extra effort and really show how much amazing work you have accomplished. Salesforce is here to help with… Read More
Have You Joined the Salesforce Community? November 17, 2021 by admin Thinking in: CRM/AMS, SalesforceThe 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 “Power of Us Hub” has… Read More
Salesforce Validation Rules October 25, 2021 by admin Thinking in: CRM/AMS, SalesforceWe’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 database. Validation Rules are a… Read More
There’s No Place Like (Your) Home (Page) September 29, 2021 by admin Thinking in: CRM/AMS, SalesforceDid 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 organization’s unique needs. One thing… Read More
The Outer Limits of Salesforce Reporting in Nonprofits August 24, 2021 by admin Thinking in: CRM/AMS, SalesforceGetting 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 Type: it controls what Objects… Read More
Nonprofit Salesforce Tip: Access the Recycling Bin in Lightning August 9, 2021 by admin Thinking in: CRM/AMS, SalesforceAs 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: You can access the Recycle Bin… Read More
