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
Tired of Pasting Emails Into CiviCRM? There Are Tools for That! July 7, 2019 by Lesley A. Carter Thinking in: CRM/AMSOne of the benefits of having a CRM is the ability to see and track engagement in a wide variety of ways – contributions, bulk mailings opened, registrations for events, and so forth. CiviCRM also provides the ability to track direct ‘touches’ with constituents via activities, and I know a lot of you use Civi’s… Read More
Gift Entry – There are many options. Which is right for you? May 28, 2019 by Paul Keogan Thinking in: CRM/AMS, Salesforce, StrategySalesforce’s NonProfit Success Pack (NPSP) gift entry and payment flexibility was certainly not a strength a few years ago, but NPSP has come a long way over the past few years. We thought it would be good to provide an update. This tip is going to focus on traditional gift (check) entry. If you’re interested… Read More
Using Cross Filters on Reports April 25, 2019 by Paul Keogan Thinking in: CRM/AMS, SalesforceHave you ever had a need to search for something that hasn’t happened or doesn’t exist in Salesforce? Try cross filters. Here’s how.
Big Increase in Salesforce Data Storage Limits February 14, 2019 by Paul Keogan Thinking in: CRM/AMS, SalesforceWith Salesforce’s Spring 2019 release, the base data storage limit is increasing from 1 GB to 10 GB. Up until now, many nonprofits needed to be careful about their data storage limits and several of our clients needed to purchase additional data storage, so if you have purchased additional data storage, please check with your… Read More
Salesforce Tip: Switch Your Lightning Page to a Different Template March 18, 2018 by Linda Wu Pagano Thinking in: CRM/AMS, SalesforceTo some, this might be a small change. However, it’s a small change that can save you lots of time! Have your business needs changed? Have you decided that you need more page “real estate” for some of your sections than originally planned? Do you want to change the layout of a Lightning page because… Read More
