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…
Blog Archives
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
Crawl, Walk, Run: Email Strategies for Every Stage of Marketing
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.
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…
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).
Upgrading NPSP? Don’t neglect your integrated apps!
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…
Tagged with: Nonprofit Starter Pack
Posted in Best Practice, Implementation Success, Upgrade to NPSP 3.0
Posted in Best Practice, Implementation Success, Upgrade to NPSP 3.0
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…
Tagged with: Decisions, Hands-On, Nonprofit Starter Pack
Posted in Administration, Best Practice, Implementation Success, Planning, Strategy
Posted in Administration, Best Practice, Implementation Success, Planning, Strategy
Why Nonprofits Need the Salesforce Idea Exchange (And Why It Needs Nonprofits)
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…
Tagged with: 1/1/1, Idea Exchange, Love-Notes, Nonprofit Starter Pack
Posted in Best Practice, Community
Posted in Best Practice, Community
Stick to the Core: When Nonprofits Should Think Twice About Building a Custom Object in Salesforce
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…
Tagged with: Decisions, Hard Truths, Trailhead
Posted in Administration, Best Practice, Implementation Success, Planning
Posted in Administration, Best Practice, Implementation Success, Planning
Project Success, Implementation Failure
In a recent conversation with a nonprofit development director, she told me, “Salesforce is the most complicated Rolodex our organization uses.” I grimaced a little and asked why. And it turned out that while the project to roll out Salesforce…
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