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

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

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

Prep for your MailChimp Integration w/ Salesforce

Integrating MailChimp with Salesforce can be as easy as a download from the AppExchange and a click of a [few] buttons. However, if you have been using MailChimp [MC] as your main email database for some time, [and may or

Posted in Implementation Success

Security for Nonprofit Activists

 I’m from the Midwest, and there we expect that most people – like all Minnesotans – are nice. Truth be told, I’d rather not think about people who want to do me or my trusted allies, friends and activists harm. Yet

Posted in Implementation Success