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
Salesforce Tip: How to Quickly Find Duplicate Accounts and Contacts August 9, 2021 by admin Thinking in: CRM/AMS, SalesforceYou’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, are expecting that the data… Read More
Salesforce Multi-Factor Authentication July 20, 2021 by admin Thinking in: CRM/AMS, SalesforceWhat 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 being a good steward of… Read More
Salesforce Rollup Summary Fields for Nonprofits June 22, 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, 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 ones?) Today we’ll look at… Read More
Salesforce: Adding Fields to Custom Report Types May 25, 2021 by admin Thinking in: CRM/AMS, SalesforceSalesforce’s Report Builder puts a ton of power in the hands of nonprofit organization admins, but the learning curve can be steep! In this series of tips, we’re covering how to tackle several common reporting challenges. (Check out last month’s tips about choosing the correct report type for your needs.) Just. One. More. Field.In today’s… Read More
Choosing the Correct Salesforce Report Type for Nonprofits April 29, 2021 by admin Thinking in: CRM/AMS, SalesforceBeen frustrated by creating a new Salesforce report recently? You started building the report of your dreams, everything was going great, and you felt like you were doing everything right… Then you got stuck. Choose the correct Salesforce report type is the key to getting unstuck. Do any of these sound familiar to your situation?… Read More
Salesforce List views – Kanban and Split View March 23, 2021 by admin Thinking in: CRM/AMS, SalesforceThere are now two additional ways to interact with a list view in Salesforce. “Split view” is the newest addition, with a limited launch in 2017 and rolled out even further last year — many users haven’t encountered it before. The other option, Kanban, has been around for a while, and you may already be… Read More
The Key to a Connected Land Trust — Video March 11, 2021 by admin Thinking in: CRM/AMS, Non Profit Tips, Salesforce, Strategy, Support TipsAt BackOffice Thinking, we talk a lot about the important of land trusts being “connected.” But what does that actually mean? In this new video, founder and CEO Paul Keogan gives you the key to making your land trust better connected. To learn more about the future of land trust technology, read our new eBook,… Read More
Guide for Land Trust Stewardship Directors: Solve Your Database Management Headaches February 16, 2021 by admin Thinking in: CRM/AMS, Non Profit Tips, Salesforce, Strategy, Support TipsPicture this: You’ve just taken on a new stewardship director role and are scrolling through dozens of spreadsheets to find the data you need for a monitoring report. Meanwhile, your colleague is calling from the field to ask where exactly that illegal deer stand is, because she doesn’t have access to that information unless she’s… Read More
Guide for Land Trusts: How a Unified Database Elevates Your Operations February 15, 2021 by admin Thinking in: CRM/AMS, Non Profit Tips, Salesforce, StrategyOn any given day at your land trust, you’ll see numerous activities happening at once. From fundraising to conservation to stewardship and monitoring, there are always critical wheels in motion to support the mission at the heart of all you do—the preservation of the land. With often-limited resources, it can be difficult to carry out… Read More
Update a parent record from a child record in Salesforce February 2, 2021 by admin Thinking in: CRM/AMS, SalesforceThe best thing about Salesforce is that you don’t need to think like a database to use the database. Consider when you need to update a business’s main phone number and change someone’s new title since they got a promotion. Your real goal is to send an email to that person congratulating them on their… Read More
