We ♥ Engagement Plans January 28, 2022 by admin 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 admin 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 admin 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 admin 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 admin 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 admin 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
Nonprofit Salesforce Tip: Access the Recycling Bin in Lightning August 9, 2021 by admin Thinking in: CRM/AMS, SalesforceAs an admin, you now have access to the recycling bin, even in the lightning experience. You no longer have to switch to Salesforce Classic to access the Recycle Bin. You can now view, restore, and permanently delete the items in your Recycle Bin and the org Recycle Bin. How: You can access the Recycle Bin… Read More
Salesforce Tip: How to Quickly Find Duplicate Accounts and Contacts August 9, 2021 by admin Thinking in: CRM/AMS, SalesforceYou’ve probably noticed the potential duplicate notification on an account or contact before. Hopefully, you don’t see these notifications often and try to resolve them quickly. Having duplicates in your CRM can create a lot of issues like misrepresenting lifetime donations or volunteer hours. Your staff and constituents, rightly so, are expecting that the data… Read More
Salesforce Multi-Factor Authentication July 20, 2021 by admin Thinking in: CRM/AMS, SalesforceWhat Is It and Why Should You Comply with It? As a nonprofit, you regularly collect and store an enormous amount of digital personal information. Without your donors, members, and volunteers — plus their names, addresses, and other contact information! — you cannot accomplish your mission. You’re already committed to being a good steward of… Read More
Salesforce Rollup Summary Fields for Nonprofits June 22, 2021 by admin 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, so we’re doing a whole series of tips about how to tackle common reporting challenges. (Did you miss our posts about choosing the right report type, or editing custom ones?) Today we’ll look at… Read More
Salesforce: Adding Fields to Custom Report Types May 25, 2021 by admin Thinking in: CRM/AMS, SalesforceSalesforce’s Report Builder puts a ton of power in the hands of nonprofit organization admins, but the learning curve can be steep! In this series of tips, we’re covering how to tackle several common reporting challenges. (Check out last month’s tips about choosing the correct report type for your needs.) Just. One. More. Field.In today’s… Read More
Choosing the Correct Salesforce Report Type for Nonprofits April 29, 2021 by admin Thinking in: CRM/AMS, SalesforceBeen frustrated by creating a new Salesforce report recently? You started building the report of your dreams, everything was going great, and you felt like you were doing everything right… Then you got stuck. Choose the correct Salesforce report type is the key to getting unstuck. Do any of these sound familiar to your situation?… Read More
