Using Data to Tell Your Nonprofit Story February 5, 2025 by Andrew Wainacht Thinking in: SalesforcePleasant Valley Land Trust (PVLT), a fictional nonprofit dedicated to preserving the natural beauty and biodiversity of the Pleasant Valley region, faced a challenge familiar to many organizations in their sector: how to effectively communicate the impact of their conservation efforts. They knew they were making a difference, but translating that impact into a compelling… Read More
Salesforce Workflow & Process Builder End-of-Life January 6, 2025 by Andrew Wainacht Thinking in: CRM/AMS, SalesforceAs of December 2025, Salesforce will officially sunset its Workflow and Process Builder tools in favor of the newer automation tool, Flow. Nonprofits will need a plan to migrate or rebuild their older automations in the new tool. This post guides you through the process, ensuring a smooth transition and unlocking the full potential of… Read More
Nonprofits Proactive with Salesforce Now, Save Time Later December 2, 2024 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce, Support TipsIs Salesforce consuming your time or freeing it up? If you feel like it’s weighing you down, perhaps I can convince you that spending a little time up front with Salesforce will help you gain a lot more time later. Used proactively, Salesforce can be a powerful tool to automate tasks, create efficient workflows, and… Read More
Hello Salesforce Flow. Farewell Workflows and Process Builder. October 30, 2024 by Andrew Wainacht Thinking in: Salesforce, Support TipsAs Bob Dylan said, “The times they are a-changin.” Are you still relying on Workflow Rules and Process Builder to automate tasks in your nonprofit’s Salesforce org? (Hint: if you’re reading this you almost certainly are!) It’s time for a transition. Salesforce is retiring these trusty tools, but don’t worry – you’ve got time, help,… Read More
Tracking Events for Nonprofit Salesforce Campaigns October 1, 2024 by Andrew Wainacht Thinking in: Salesforce, Support TipsNonprofits using Salesforce’s NPSP as their primary CRM have a valuable tool at their disposal – sometimes more valuable than they even realize! We’ve found many organizations keep using spreadsheets for managing work when they could be using Salesforce instead. Here’s one example: Nonprofit Salesforce campaigns can act as a centralized hub for all your… Read More
Supercharge Your Nonprofit Salesforce with a Center of Excellence July 30, 2024 by Andrew Wainacht Thinking in: SalesforceAs a nonprofit, your CRM is crucial for donor management, fundraising, and more. Keeping it running smoothly is more important than ever, but who has the time and budget for a whole team of technology experts? Good news: you can supercharge your nonprofit Salesforce by creating a lean, effective Center of Excellence even with limited… Read More
Safeguarding Your Nonprofit’s Salesforce Login Access: A Preparedness Guide for Administrators June 26, 2024 by Andrew Wainacht Thinking in: Salesforce, Strategy, Support TipsIt’s Monday morning, and you’re excited: You’re the Salesforce Admin for your nonprofit organization, and an hour from now, you’re running an onboarding session with a new hire. You open your browser to sign in and get ready for training. You fill in your usual credentials and hit enter. “Access denied.” Oops, that didn’t work.… Read More
Essential Marketing Tools for Nonprofits on Salesforce: A Guide for Admins May 1, 2024 by Andrew Wainacht Thinking in: Salesforce, Support TipsNonprofits face the challenge of having to compete against large businesses for their constituents’ attention while often working with limited resources. The good news is that many of the same tools used by businesses are available to nonprofits on Salesforce as well – and often at a discounted price! Let’s take a look at these… Read More
Salesforce Backup Plans and Backups: Succession Planning for Your Salesforce Administrator March 6, 2024 by Andrew Wainacht Thinking in: Salesforce, StrategyA Salesforce administrator holds a uniquely powerful position within your organization. They’re the architects of your CRM, responsible for maintaining, customizing, and optimizing what is likely your nonprofit’s most valuable asset – your data. So, what happens if your beloved admin wins the lottery, retires, or simply moves on? Does your organization have Salesforce backup… Read More
Nonprofit Salesforce Updates for 2024! January 2, 2024 by Andrew Wainacht Thinking in: SalesforceAs the new year unfolds, Salesforce is gearing up to roll out changes and enhancements that will make your CRM experience more secure and up to date. Put your thinking cap on as we dive into the deeper technical aspects of what these changes mean for your organization. Here’s a quick peek at some of… Read More
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
