Monthly Archives: November 2015

Year-End Donor Campaign Segmentation in Salesforce

This documentation is intended to help nonprofits understand how to structure and run a segmented year-end or other campaign using the Salesforce platform. I’ll start with the strategy behind setting up your segmented campaign and then get into the nitty gritty

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Posted in Administration, Best Practice, Implementation Success, Planning, Strategy

Winter Release ’16: Nonprofits + Salesforce = Love

If you aren’t excited about Winter ’16 release, you should be.   Nonprofits, prepare to have your mind blown.  There are two updates to the core Salesforce platform that should have every nonprofit singing from the rooftops.  I actually did

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Posted in Administration, Adoption, Implementation Success