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
Nonprofits Updating PHP: It’s More than Just Clicking the Update Button September 6, 2022 by Jeremy DeLong Thinking in: CMS/Websites, Support TipsAs we’ve written about before, your technology systems are comprised of many different software components, each with their own expected upgrade cadence. These updates are often critically important for addressing serious security risks, and falling behind can also impact your site’s speed and performance. If your website needs the latest PHP major version upgrade (from… Read More
CiviCRM Functionality and Features Evaluation June 1, 2022 by Lesley A. Carter Thinking in: CRM/AMS, Strategy, Support TipsMany of us wander through our day not thinking too much about why we do routine tasks, whether they still work or if we might be able to save time with an adjustment or two. Life is busy, so we just do it. Then down the line we find out that because of our routine… Read More
The Key to a Connected Land Trust — Video March 11, 2021 by admin Thinking in: CRM/AMS, Non Profit Tips, Salesforce, Strategy, Support TipsAt BackOffice Thinking, we talk a lot about the important of land trusts being “connected.” But what does that actually mean? In this new video, founder and CEO Paul Keogan gives you the key to making your land trust better connected. To learn more about the future of land trust technology, read our new eBook,… Read More
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
Chrome’s Password Warning: It’s a Feature, Not a Hack February 5, 2020 by Lesley A. Carter Thinking in: Support TipsIf you are a regular user of Google’s Chrome browser, you may have recently noticed a new warning pop up when logging into a site. This is not a sign that the site you’re accessing has been hacked – rather, it’s a new feature in the browser that was incorporated in a December 2019 update. … Read More