Hello Salesforce Flow. Farewell Workflows and Process Builder. October 30, 2024 by Andrew Wainacht Thinking in: Salesforce, Support TipsAs Bob Dylan said, “The times they are a-changin.” Are you still relying on Workflow Rules and Process Builder to automate tasks in your nonprofit’s Salesforce org? (Hint: if you’re reading this you almost certainly are!) It’s time for a transition. Salesforce is retiring these trusty tools, but don’t worry – you’ve got time, help,… Read More
Tracking Events for Nonprofit Salesforce Campaigns October 1, 2024 by Andrew Wainacht Thinking in: Salesforce, Support TipsNonprofits using Salesforce’s NPSP as their primary CRM have a valuable tool at their disposal – sometimes more valuable than they even realize! We’ve found many organizations keep using spreadsheets for managing work when they could be using Salesforce instead. Here’s one example: Nonprofit Salesforce campaigns can act as a centralized hub for all your… Read More
Guide to Nonprofit Strategic Tech Selection: Aligning with Your Mission August 30, 2024 by Andrew Wainacht Thinking in: Strategy, Support TipsTechnology is no longer just a ‘nice-to-have’ for nonprofits; it’s an essential tool for achieving mission impact and organizational sustainability. However, nonprofits (more than anyone!) need to be strategic in aligning technology choices with their mission and goals. This ensures that every nonprofit strategic tech selection delivers maximum value and contributes to the organization’s overall… Read More
Supercharge Your Nonprofit Salesforce with a Center of Excellence July 30, 2024 by Andrew Wainacht Thinking in: SalesforceAs a nonprofit, your CRM is crucial for donor management, fundraising, and more. Keeping it running smoothly is more important than ever, but who has the time and budget for a whole team of technology experts? Good news: you can supercharge your nonprofit Salesforce by creating a lean, effective Center of Excellence even with limited… Read More
Safeguarding Your Nonprofit’s Salesforce Login Access: A Preparedness Guide for Administrators June 26, 2024 by Andrew Wainacht Thinking in: Salesforce, Strategy, Support TipsIt’s Monday morning, and you’re excited: You’re the Salesforce Admin for your nonprofit organization, and an hour from now, you’re running an onboarding session with a new hire. You open your browser to sign in and get ready for training. You fill in your usual credentials and hit enter. “Access denied.” Oops, that didn’t work.… Read More
Beyond the Basics: Nonprofit fundraising with Salesforce AppExchange Apps May 28, 2024 by Andrew Wainacht Thinking in: CRM/AMS, Support TipsSalesforce Nonprofit Cloud, with its Nonprofit Success Pack (NPSP) at its core, is a robust CRM foundation for nonprofits. However, to truly maximize your fundraising potential, consider these powerful third-party applications available on the Salesforce AppExchange. Fundraising Apps for Salesforce These apps seamlessly integrate with Salesforce, enhancing various aspects of donor management, communication, and overall… Read More
Essential Marketing Tools for Nonprofits on Salesforce: A Guide for Admins May 1, 2024 by Andrew Wainacht Thinking in: Salesforce, Support TipsNonprofits face the challenge of having to compete against large businesses for their constituents’ attention while often working with limited resources. The good news is that many of the same tools used by businesses are available to nonprofits on Salesforce as well – and often at a discounted price! Let’s take a look at these… Read More
Salesforce Backup Plans and Backups: Succession Planning for Your Salesforce Administrator March 6, 2024 by Andrew Wainacht Thinking in: Salesforce, StrategyA Salesforce administrator holds a uniquely powerful position within your organization. They’re the architects of your CRM, responsible for maintaining, customizing, and optimizing what is likely your nonprofit’s most valuable asset – your data. So, what happens if your beloved admin wins the lottery, retires, or simply moves on? Does your organization have Salesforce backup… Read More
Nonprofit Salesforce Admin: It’s Ok to Ask for Help! January 31, 2024 by Andrew Wainacht Thinking in: Non Profit Tips, StrategyManaging a powerful platform like Salesforce comes with a unique set of challenges and this is especially true in the resource strapped nonprofit space. As a Nonprofit Salesforce Admin, I’m sure you’re used to wearing many hats and employing a “get it done” attitude. You don’t have to go it alone. In fact, nobody can… Read More
Nonprofit Salesforce Updates for 2024! January 2, 2024 by Andrew Wainacht Thinking in: SalesforceAs the new year unfolds, Salesforce is gearing up to roll out changes and enhancements that will make your CRM experience more secure and up to date. Put your thinking cap on as we dive into the deeper technical aspects of what these changes mean for your organization. Here’s a quick peek at some of… Read More
Increase Your Nonprofit Impact: Integrating Websites with Salesforce October 30, 2023 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce, Support TipsWhen your individual technologies are working for you independently, but you’re manually exporting/importing data or having to log in into multiple systems for one process, it’s time to look at integrations. Your payment software could be automatically sharing contact information with Salesforce. Your volunteers could have a place on your website to track their time… Read More
Nonprofit Data Security: A Comprehensive Guide to Safeguarding Your Salesforce Data October 3, 2023 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce, Support TipsJust as a Captain ensures a ship’s cargo remains safe and secure, nonprofits must prioritize the careful management of confidential donor information, volunteer details, and program data to maintain trust and compliance. Fortunately, Salesforce provides a treasure chest of powerful tools to help nonprofits safeguard their data effectively. Join us on this voyage as we… Read More
