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
Salesforce Tabs and Accordion Components Added to Your Home Pages November 25, 2020 by Michelle Paul Thinking in: CRM/AMS, SalesforceOne of the most exciting things about Salesforce is how you can customize page layouts, adjusting the way your organization’s data looks on the screen to put the most important information up front and make sure that people in different roles at your organization have views that are optimized for them. Tabs and Accordion components… Read More
Clone Opportunities or Campaigns Along With Their Related Records July 24, 2020 by Linda Wu Pagano Thinking in: CRM/AMS, SalesforceSalesforce Spring ‘20 release introduced the ability to clone Opportunities or Campaigns (standard sales objects) along with their related records*. This feature can save you time as it allows you to quickly create new Opportunities or Campaigns from existing objects, especially if you are manually copying an object with a large number of records. This… Read More
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
CiviCRM Tips for Your Year End Receipts and Letters for Donors December 10, 2019 by Lesley A. Carter Thinking in: CRM/AMSAh, year end… that magical time of snow, holidays, way too much to eat, and, oh yes, year end receipts and letters for donors. This can be one of the most onerous and time-consuming tasks of the year, but thankfully CiviCRM offers some ways to make it a bit easier. Here are some of our… Read More
Using Mosaico vs Mailchimp with CiviCRM November 21, 2019 by Brent Delperdang Thinking in: CRM/AMSDo you use CiviCRM as your email database? This article is for you. Many of our clients using CiviCRM have switched to using Mosaico in order to leverage the power of their CiviCRM database for their email mailings. Mosaico most commonly gets compared with MailChimp, because they both have a visual drag and drop interface.… Read More
Importing CiviCRM Contributions October 16, 2019 by Lesley A. Carter Thinking in: CRM/AMSWe get questions about importing contributions fairly often, so we thought we’d walk you through the steps we typically follow to ensure that the contributions are a) imported correctly and b) attached to the correct contacts. Does it take a bit longer? Perhaps – but we believe accuracy is well worth the few extra steps.… Read More