Blog Archives

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

From Admin to Consultant

By TJ Warfield and Theresa Hall Since our Dreamforce Cascade session last year, we have had several inquiries and requests about resources from making the transition from Salesforce Administrator to Consultant.  We’re going to quickly hit the important factors to

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Posted in Administration, Implementation Success, Staff

Two Things Nonprofits Should Never, Ever Turn on in Salesforce

With great power, comes great responsibility. And for all its power in the ability to customize Salesforce, there is also danger. Because there are a few things that, if you turn them on, are irreversible. Did you hear me? Irreversible.

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Posted in Administration, Implementation Success

Turn Your Data Swarm into Sweet Success with the NPSP

Download Megan’s presentation to the San Francisco Nonprofit User Group here and make Salesforce Bees into Honey (click on the title of this blog to get the link).

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Posted in Administration, Best Practice, Implementation Success

Upgrade Month: Using System Fields to Upgrade to Salesforce NPSP 3.0

This blog post documents some system fields that can be used for advanced users to upgrade to the Nonprofit Starter Pack version 3.0 on the Salesforce platform. Read on for a technical discussion of using these fields and the shortcuts

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Posted in Administration, Implementation Success, Upgrade to NPSP 3.0

Solving the Piece of Paper Problem

In honor of the Salesforce AppExchange turning 10, I want to talk about how we’ve solved what I call the “piece of paper problem” with two great applications: the Nonprofit Starter Pack (NPSP), and GridBuddy.  You’re probably already familiar with

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Posted in Administration, Adoption

5 New Year’s Resolutions for the Nonprofit Salesforce Administrator

  1.     I will not call myself an accidental admin Let’s face it. I didn’t get into working in the nonprofit world because it just happened. And like everything I do, I approach this database with purpose. Coming at it

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Posted in Administration, Implementation Success, Planning, Staff
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