Guide for Land Trust Stewardship Directors: Solve Your Database Management Headaches February 16, 2021 by admin Thinking in: CRM/AMS, Non Profit Tips, Salesforce, Strategy, Support TipsPicture this: You’ve just taken on a new stewardship director role and are scrolling through dozens of spreadsheets to find the data you need for a monitoring report. Meanwhile, your colleague is calling from the field to ask where exactly that illegal deer stand is, because she doesn’t have access to that information unless she’s… Read More
Guide for Land Trusts: How a Unified Database Elevates Your Operations February 15, 2021 by admin Thinking in: CRM/AMS, Non Profit Tips, Salesforce, StrategyOn any given day at your land trust, you’ll see numerous activities happening at once. From fundraising to conservation to stewardship and monitoring, there are always critical wheels in motion to support the mission at the heart of all you do—the preservation of the land. With often-limited resources, it can be difficult to carry out… Read More
Update a parent record from a child record in Salesforce February 2, 2021 by admin Thinking in: CRM/AMS, SalesforceThe best thing about Salesforce is that you don’t need to think like a database to use the database. Consider when you need to update a business’s main phone number and change someone’s new title since they got a promotion. Your real goal is to send an email to that person congratulating them on their… Read More
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
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
Integrations and Salesforce duplicate rules can cause data loss December 17, 2016 by admin Thinking in: CRM/AMS, SalesforceActive Salesforce duplicate rules can conflict with third party integrations that insert records into your Salesforce organization. When the third party product inserts a new record into Salesforce, the Salesforce duplicate rules are run. If a duplicate is found, the record is not inserted into Salesforce and you may not know. Most of the third… Read More
