Blog Archives

NGO Divorced

In case folks missed it, mom and dad just got divorced, and hardly anyone is talking about it.  Salesforce.org didn’t entirely drop the mic regarding NGO Connect at the end of April, but it did release it into our ecosystem

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Posted in Community

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

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

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Posted in Best Practice, Implementation Success, Upgrade to NPSP 3.0

Upgrade Your Nonprofit When You Upgrade to NPSP3

Cross Posted from Salesforce.org: http://www.salesforce.org/upgrading-your-nonprofit-to-npsp-3-critical-questions-to-ask-yourself/

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Posted in Change Management, Leadership, Organizational Management, Staff, Strategy

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

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

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Posted in Administration, Best Practice, Implementation Success, Planning, Strategy

Winter Release ’16: Nonprofits + Salesforce = Love

If you aren’t excited about Winter ’16 release, you should be.   Nonprofits, prepare to have your mind blown.  There are two updates to the core Salesforce platform that should have every nonprofit singing from the rooftops.  I actually did

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Posted in Administration, Adoption, Implementation Success

Nonprofits Sprint Forward in Seattle

I’m writing this blog while flying home from Seattle, WA where, for the past two days, almost 60 community members came together in support of the Salesforce Foundation and the Nonprofit Starter Pack (NPSP).  This was, in the years that

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Posted in Community, Events

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
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