New Salesforce Feature: Gift Entry Template May 28, 2020 by admin Thinking in: CRM/AMS, SalesforceSalesforce has announced new features being released with the latest update, some of which may be relevant to your organization. For example, the new Gift Entry Template provides productivity improvements in entering donations, as it can be used for importing both batches and entering individual donations that need to be matched against existing donors and pledges.… Read More
New Salesforce Mobile App January 24, 2020 by admin Thinking in: CRM/AMS, SalesforceThe new app was released in October 2019, and with the spring release, all users — including both Salesforce Classic and Lightning Experience users — will be automatically upgraded to the new Salesforce mobile app experience. What is the new Salesforce Mobile app? The new Salesforce mobile app includes Lightning apps and navigation, customizable record… Read More
Nonprofit Website Redesign: Backpacking Through a Website November 9, 2018 by admin Thinking in: CMS/Websites, Design, StrategyHow to Lose and Confuse Your Visitors. What does backpacking have to do with a website? It practically has nothing to do with it, except, sometimes that is what your users are doing when they visit it. Some synonyms for backpacking according to thesaurus.com is wandering, rambling and hitchhiking. Yikes. Is this potentially how a visitor feels… Read More
Integrations and Salesforce duplicate rules can cause data loss December 17, 2016 by admin Thinking in: CRM/AMS, SalesforceActive Salesforce duplicate rules can conflict with third party integrations that insert records into your Salesforce organization. When the third party product inserts a new record into Salesforce, the Salesforce duplicate rules are run. If a duplicate is found, the record is not inserted into Salesforce and you may not know. Most of the third… Read More
Must Read: Beware of Credit Card Refund Scams September 18, 2014 by admin Thinking in: CRM/AMS, SalesforceWe were alerted by one of our customers about a credit card refund scam. The typical scenario for this scam is as follows: A fraudster posing as a donor makes a large donation (say $5000) to an organization, typically made by credit card via an online donation form. The fraudster then calls the… Read More
Nonprofit Use Case for Salesforce Web to Lead Form June 25, 2014 by admin Thinking in: CRM/AMS, SalesforceBackground The Epilepsy Foundation of Eastern Pennsylvania (EFEPA) wanted the ability to have the information requests from the website to be fed directly into Salesforce. The existing process consisted of the constituent completing a form on the website which sent an email to a staff member who manually keyed the information into Salesforce and manually sent an… Read More
Adding Custom Links to the Side Navigation in Salesforce July 25, 2013 by admin Thinking in: CRM/AMS, SalesforceIn Salesforce’s Lightning interface, custom links have been replaced with Global Quick Actions. Often called Quick Actions, they can help you not only with linking, but will really transform what you can do with your user’s mobile devices when you combine them with other features. At BackOffice Thinking, we utilize these quick actions to kick… Read More
