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
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
CiviCRM Security for the Long-Term September 1, 2022 by admin Thinking in: CRM/AMSYour technology systems are comprised of many different software components, each with their own expected upgrade cadence. These updates can be about adding new features or functionality, but often it’s more straightforward than that: Updates are released to address serious security risks! That means falling behind on updates is a risky proposition; even if things… 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 Technology’s Storytelling Role: How Connected Technologies Make the Most Compelling Story July 29, 2022 by Kristen Beireis Thinking in: CRM/AMS, Non Profit Tips, StrategyThere are plenty of resources out there on the topic of how to write and share your nonprofit’s story effectively. It’s a crucial skill for anyone looking to increase donations, volunteers, and program services. What’s often overlooked is nonprofit technology’s role in this storytelling. The technology systems you choose can mean the difference between a… 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
Salesforce Password Security Practices April 28, 2022 by Ever Rucker Thinking in: CRM/AMS, SalesforceAre you still recycling passwords you’ve used before, sharing the same password for multiple accounts, or writing passwords on post-it notes? If so, you’re not alone… but it’s time to break the habit! All of these behaviors can make your Salesforce environment vulnerable, so there’s no time like the present to ramp up your best… Read More
Proactive Cybersecurity Action for Your Website and CiviCRM April 26, 2022 by Linda Wu Pagano Thinking in: CMS/Websites, CRM/AMS, StrategyAnyone who owns a home finds themselves doing some kind of maintenance. Tuning up the heating & air conditioning, cleaning off the siding, replacing roof tiles that come off in storms, and more. We all know that keeping up with these ongoing tasks helps prevent bigger problems later. It’s exactly the same when it comes… Read More
Salesforce Global Action for Hope April 4, 2022 by Allie Tabberer Thinking in: CRM/AMS, SalesforceHave you ever been working in Salesforce and run into an annoying problem you’d like to see changed? What about that one process you keep doing that seems like it should be way easier than it is? Do you lose hope because you think there’s just no way to change it or make it better?… Read More
Connected Islands: A Story of Nonprofit Opportunity February 25, 2022 by Dave Schafer Thinking in: CRM/AMS, Non Profit TipsWith people in the field, and remote work causing staff to be more spread out, it’s imperative nonprofits have connected systems. Over the years, nonprofits collect different technologies for different departments. As part of the everyday busy-ness of nonprofits, staff and volunteers are responsible for collecting data. It’s as if each department is gathering data… Read More
CiviCRM Flags of Importance February 2, 2022 by Lesley A. Carter Thinking in: CRM/AMS, DesignHave you ever looked at your summary screen in CiviCRM and wondered where a donor is in the cycle? Do you want to know, at a quick glance, the status of a member? We have a small, easy, dream come true, enhancement just for you. You can include global CiviCRM flags of importance for everyone.… Read More
