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Archives for Andrew Wainacht

Andrew Wainacht

Using Data to Tell Your Nonprofit Story

February 5, 2025 by Andrew Wainacht Thinking in: Salesforce

nonprofit data dashboard element

Pleasant Valley Land Trust (PVLT), a fictional nonprofit dedicated to preserving the natural beauty and biodiversity of the Pleasant Valley region, faced a challenge familiar to many organizations in their sector: how to effectively communicate the impact of their conservation efforts. They knew they were making a difference, but translating that impact into a compelling… Read More

Salesforce Workflow & Process Builder End-of-Life

January 6, 2025 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce

As of December 2025, Salesforce will officially sunset its Workflow and Process Builder tools in favor of the newer automation tool, Flow. Nonprofits will need a plan to migrate or rebuild their older automations in the new tool. This post guides you through the process, ensuring a smooth transition and unlocking the full potential of… Read More

Nonprofits Proactive with Salesforce Now, Save Time Later

December 2, 2024 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce, Support Tips

nonprofits proactive with salesforce planning ahead

Is Salesforce consuming your time or freeing it up? If you feel like it’s weighing you down, perhaps I can convince you that spending a little time up front with Salesforce will help you gain a lot more time later. Used proactively, Salesforce can be a powerful tool to automate tasks, create efficient workflows, and… Read More

Hello Salesforce Flow. Farewell Workflows and Process Builder.

October 30, 2024 by Andrew Wainacht Thinking in: Salesforce, Support Tips

The End in Scrabble Tiles. Indicating the end of Salesforce Flow.

As 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 Tips

Nonprofit Salesforce Campaign, 1,2,3, Let's Go

Nonprofits 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 Tips

Strategic Tech Selection Roadmap

Technology 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: Salesforce

As 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 Tips

Salesforce Login Access Denied

It’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 Tips

Salesforce logo

Salesforce 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 Tips

Marketing Tools for Nonprofits on Salesforce

Nonprofits 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, Strategy

Salesforce Backup Plans Binders

A 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, Strategy

Nonprofit Salesforce Admin Computer Handshake

Managing a powerful platform like Salesforce (or any other CRM) comes with a unique set of challenges and this is especially true in the resource strapped nonprofit space. As a Nonprofit CRM 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.… Read More

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