Increase Your Nonprofit Impact: Integrating Websites with Salesforce October 30, 2023 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce, Support TipsWhen your individual technologies are working for you independently, but you’re manually exporting/importing data or having to log in into multiple systems for one process, it’s time to look at integrations. Your payment software could be automatically sharing contact information with Salesforce. Your volunteers could have a place on your website to track their time… Read More
Nonprofit Data Security: A Comprehensive Guide to Safeguarding Your Salesforce Data October 3, 2023 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce, Support TipsJust as a Captain ensures a ship’s cargo remains safe and secure, nonprofits must prioritize the careful management of confidential donor information, volunteer details, and program data to maintain trust and compliance. Fortunately, Salesforce provides a treasure chest of powerful tools to help nonprofits safeguard their data effectively. Join us on this voyage as we… Read More
Salesforce for Donor Relationship Cultivation September 5, 2023 by Andrew Wainacht Thinking in: SalesforceYou already know building deep connections with donors is more than a transaction —it’s about cultivating trust and fostering real relationships. In a time where we are all inundated with ads and emails, folks who feel understood and valued are more likely to become long-term supporters of your cause. An effective way to foster this… Read More
Nonprofit Salesforce Administrator Overwhelm: The Prevention Guide August 2, 2023 by Andrew Wainacht Thinking in: Salesforce, Support TipsSalesforce administrators play a critical role in ensuring the smooth and effective functioning of the Salesforce platform within an organization. As the backbone of the CRM implementation, admins are responsible for customization, maintenance, data integrity, and user support. All of these responsibilities can feel overwhelming at times, but having the appropriate tools and processes in… Read More
Nonprofits Using Salesforce: Tips to Improve User Experience June 1, 2023 by Paul Keogan Thinking in: CRM/AMS, SalesforceObviously we’re big fans of Salesforce as a tool for nonprofits! We’ve seen how it can help organizations get a handle on their data and simplify day to day tasks. Most organizations we work with tend to focus on the basic requirements, making sure everyone has access and knows how to do tasks necessary for… Read More
Nonprofit Data Collection: Outlining the Story May 4, 2023 by Kristen Beireis Thinking in: CRM/AMS, Salesforce, StrategyBefore you write a story, it’s a good idea to create an outline so you can see how the structure comes together and elaborate from there. The same applies to the stories you tell through data collection in nonprofit organizations. First you need a story concept, then you can create an outline with all the… Read More
Nonprofit Salesforce Data Management March 1, 2023 by Allie Tabberer Thinking in: CRM/AMS, SalesforceSalesforce holds donor data, volunteer data, contacts, and the tracking data from programs. Decisions are made, trends are acted on, and processes are created based on this data. That’s why it’s important your nonprofit Salesforce data management is optimized. Let’s say it was discovered that a list of names wasn’t assigned to the appropriate place.… Read More
Salesforce Data Tables Are Now Available in Flow January 2, 2023 by Tom Vance Thinking in: SalesforceWe are always keeping our eye out for new features that will make Salesforce better. Flow is now the tool for automations in Salesforce. Is your nonprofit working with Flow? In the winter release of Salesforce, a new feature has been added that you don’t want to miss. Data tables are now available in Flow.… Read More
Nightmare Salesforce Naming Conventions: So, What’s in a Name? October 2, 2022 by admin 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
