Blog Archives

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

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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

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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

Posted in Best Practice, Implementation Success, Strategy
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