Blog Archives

5 Priorities for Every Solo Salesforce Admin

by Megan Himan and Vered Meir A funny thing happens when you’re a solo administrator managing your organization’s use of Salesforce: 1) no one has any idea of what you actually do, and 2) no one can really write a

Posted in Implementation Success

What is a Salesforce MVP, and Why you Should Care

Late Sunday night, I screeched when I got the unexpected news I’d been selected as a Salesforce MVP. I immediately told my husband, who said, “Cool!” and then, “So… what does that mean? And what do you get?” I then

Posted in Best Practice, Community

Data Tools for Every Salesforce Task

Picture this scene – I’m in a hotel room, with my trusty Mac. My favorite PC – bought solely for data-upload related work (some programs still don’t work on Macs, alas) is miles away. I need to upload some data

Posted in Implementation Success

How to Find a Mentor in the Real World

I was asked again recently if I would be someone’s mentor. I cringed a bit, sent some encouraging words over email, and offered a phone call (but didn’t say yes to the Mentorship bit). I haven’t heard back. And therein

Posted in Implementation Success

Tracking Organizational Contacts: Nonprofits + Salesforce

Over the years, great minds have come together to form a solution around tracking individuals and their households for nonprofits using Salesforce. Households are represented as Salesforce Accounts and Individuals as Contacts within those Accounts. Already lost? Read more about

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Posted in Administration, Implementation Success

Visualize it All: Salesforce Lightning for Nonprofits

Salesforce has been a solid tool for 20K+ nonprofits for many years, but over the past two years it has gone through a makeover. The core platform (the software built for enterprise and small businesses) has released a new interface

Posted in Implementation Success, Lighting

4 Must-Dos for Volunteer Salesforce Implementations

  Ten years ago, I was on the board of a local nonprofit that I still support. I gave both time and money, but it was the time that meant the most to the small, dedicated team who needed extra

Posted in Best Practice, Implementation Success, Volunteers