
Earlier this week I deleted an old managed package out of a client’s instance. I was pretty sure that we had migrated all the data needed, months before, into the new data structure but I had that niggly feeling…
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…
TJ Warfield and Vivian Reed take you through the unique phases of email marketing, and what to focus on to move to the next stage of the journey.
by TJ Warfield There are so many reasons to upgrade to NPSPv3, and there is no shortage of documentation and help docs to allow for a fully successful, in-house upgrade. However, I have found that almost all help docs overlook…
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…
As nonprofits, and nonprofit-servicing organizations, we are accustomed to coming to the amazing and rich Power of Us Hub for support, community, and help. Yet for some things, Salesforce as a CRM platform, and not the Nonprofit Starter Pack, is the…
One of the things I love deeply about the Salesforce platform is the host of free resources – including developer trainings – available to the community. If you haven’t checked out the new (free!) Trailhead curriculum it’s beyond awesome. One…