Nightmare Salesforce Naming Conventions: So, What’s in a Name? October 2, 2022 by David Franklin Thinking in: Salesforce, Support TipsWhen you hear the phrase “naming conventions,” you may think mostly about the technical implications – if you’re a nonprofit Salesforce Admin who’s ever relabeled a field in Setup, for example, you’ve seen the warning about how the change can impact merge templates. But how you name Objects, Fields, Flows, Profiles, Roles, Groups, List Views,… Read More
Salesforce Workflows & Process Builder: Plan for the Future, Nonprofits September 7, 2022 by Dana Phillips Thinking in: SalesforceThe future of Salesforce automation is Flow, and the future is now! In the Winter ‘23 Admin Countdown, Salesforce has mapped out the release schedule for a series of changes, starting this fall, meant to move everyone over to Flow. Soon, you will see some differences in the Workflows & Process Builder features in your… Read More
Salesforce Dashboards and the Nonprofit Stories They Tell August 1, 2022 by Dustin Morris Thinking in: SalesforceIt’s essential for nonprofits to regularly report on data and to routinely identify and track important metrics. If you struggle to make sense of your reports, and you’re looking for a new way to visually tell the story of your nonprofit, then I recommend digging into the Salesforce’s built-in Dashboard feature. Dashboards provide you with… Read More
Nonprofit Salesforce Administrator Adventures and Resources June 30, 2022 by Dana Phillips Thinking in: SalesforceAre you a new Salesforce Administrator? Or are you about to embark on your first implementation adventure? Either way it can feel overwhelming. You might be wondering where exactly to start, or how to account for the plethora of moving pieces. Recently, I was preparing for my first section hike of the Appalachian Trail –… Read More
Salesforce Password Security Practices April 28, 2022 by Ever Rucker Thinking in: CRM/AMS, SalesforceAre you still recycling passwords you’ve used before, sharing the same password for multiple accounts, or writing passwords on post-it notes? If so, you’re not alone… but it’s time to break the habit! All of these behaviors can make your Salesforce environment vulnerable, so there’s no time like the present to ramp up your best… Read More
Salesforce Global Action for Hope April 4, 2022 by Allie Tabberer Thinking in: CRM/AMS, SalesforceHave you ever been working in Salesforce and run into an annoying problem you’d like to see changed? What about that one process you keep doing that seems like it should be way easier than it is? Do you lose hope because you think there’s just no way to change it or make it better?… Read More
We ♥ Engagement Plans January 28, 2022 by Justin Gilmore Thinking in: CRM/AMS, Salesforce, StrategyPlanning an engagement? This Valentine’s Day, take a moment to show some love to your own process and constituents by exploring Engagement Plans, a Salesforce Nonprofit Success Pack feature. Engagement Plans allow you to easily and efficiently create a series of multiple tasks related to a process. Engagement Plans are great for any process that… Read More
Salesforce Dynamic Gauges for Visualizing Goals December 17, 2021 by Justin Gilmore Thinking in: CRM/AMS, Non Profit Tips, SalesforceIt’s that time of year! Hot chocolate, holidays, and end of year reports. You worked all year, pushing yourself and your organization to meet your goals. Now is the time to for your nonprofit to make the extra effort and really show how much amazing work you have accomplished. Salesforce is here to help with… Read More
Have You Joined the Salesforce Community? November 17, 2021 by Justin Gilmore Thinking in: CRM/AMS, SalesforceThe Trailblazer Community is your digital homebase for all things Salesforce. It is where you can go to learn, either by completing Trailhead badges or by asking questions of your fellow Salesforce users. And now, the Trailblazer Community is home to the entire nonprofit Salesforce userbase as well! (The old “Power of Us Hub” has… Read More
Salesforce Validation Rules October 25, 2021 by Justin Gilmore Thinking in: CRM/AMS, SalesforceWe’ve written in the past about how as a nonprofit, your data is one of your most valuable assets. Keeping your Salesforce account safe, secure, and accurate should be a top priority of your organization. Today, we’ll explore that last part — one way to maintain a “clean” and complete database. Validation Rules are a… Read More
There’s No Place Like (Your) Home (Page) September 29, 2021 by Justin Gilmore Thinking in: CRM/AMS, SalesforceDid you know you can make a personalized home page for specific Salesforce users? There is no place like a good home page. Customizing the homepage helps staff members find tools and information quickly and easily, and helps them understand that their Salesforce instance has been built specifically for your organization’s unique needs. One thing… Read More
The Outer Limits of Salesforce Reporting in Nonprofits August 24, 2021 by Justin Gilmore 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
