Case Management in NPSP: A Hidden Gem

By | Case Management

The case management functions of Salesforce are a hidden gem. These functions make any case manager’s work easier, more efficient and certainly more effective. The case management function offers a one-stop ability to track a client’s entire interaction with the organization. It is used for recording interactions between case management staff and program participants. Nonprofits that operate call centers, drop in centers, shelters, and client services use this convenient tool for tracking client engagement and progress throughout the lifetime of the client’s interaction with the organization.

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New Federal Poverty Guidelines Data Released, Free Salesforce App Updated

By | CRM & Salesforce, Salesforce News and App Reviews

Updated for 2017

501Partners works with many organizations that need to know if their program participants are above or below the Federal Poverty Line. We created the Federal Poverty Guidelines for the NPSP App as an extension of the Nonprofit Starter Pack 3’s Household Account model to help nonprofits keep track of this information without having to look up the information in the federal tables or manually compute a percentage.   Read More

Spring Cleaning for Your Salesforce Instance with the FieldTrip App

By | CRM & Salesforce, Data Management, Operations and Development

Spring cleaning doesn’t just mean rearranging your storage closet anymore – it means cleaning out your work life too.  Emptying your inbox, reinvigorating your website, and yes– decluttering your Salesforce instance– are all part of your spring cleaning routine. Streamlining your instance is easy and mess-free with the Field Trip app, free on the app exchange.

Field Trip is an easy to install, easy to use app that allows you to run reports of your records, effectively cleaning out unused fields. The FieldTrip analyses measure which fields your organization fills out consistently, and which ones are usually left blank. Armed with this valuable information, you can delete any field that goes unused from your objects, or focus on  filling them out.

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Salesforce Email Alert Explained: Identity Confirmation Change with Spring ‘16 Release

By | Salesforce News and App Reviews

Screen Shot 2016-03-03 at 3.17.27 PMIf you received an email from Salesforce with the title “Identity Confirmation Change with Spring ‘16 Release,” you may wonder if it will affect you and the other Salesforce users in your organization. The answer is: this security upgrade requires a small amount of effort to remind Salesforce that you are a trusted user, but it isn’t too much work on your end.

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Managing Grants In Salesforce is A Snap with Nonprofit Starter Pack 3.0

By | CRM & Salesforce, Grant Management, Salesforce News and App Reviews

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Salesforce just made grants management a whole lot easier. Salesforce.org (formerly the Salesforce Foundation) has added grants management fields to the most recent edition of the Salesforce Nonprofit Starter Pack (NPSP), enabling greater efficiency of time and effort for managing your external grants. If you are a nonprofit or foundation, this is exciting news for your development director!

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Mastering Click and Pledge Memberships with Salesforce

By | CRM & Salesforce, Donor Tracking and Management, Nonprofit Resources, Operations and Development

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In a prior blog post about “How to Handle Memberships in the Salesforce Nonprofit Starter Pack,” we shared how to manually enter memberships into Salesforce, but what do you do if you have online memberships? Click & Pledge (C&P) a popular online donation tool that integrates excellently with Salesforce, can handle all of your online membership needs. 

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New Upgrade To FormAssembly

By | Salesforce News and App Reviews

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If you use FormAssembly to manage your online forms, then you’ve probably noticed that it looks completely different. The new version, called “Gemini,” has been released to all current users. From our perspective, it is more of a user interface upgrade than a change to current functionality. One big plus is that FormAssembly has added a few new features around creating, filtering and editing reports. For those of you who live on your mobile device, you can now access your form settings and responses right from your phone.

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Express Grants: Training Reimbursement for Nonprofits from the Workforce Training Fund

By | 501Partners News, Nonprofit Resources, Operations and Development
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010816-IMG_3106As a non-profit executive, you know that your most vital asset is your employees. In a time where you face constant challenges in technology and funding, training is essential for maintaining the effectiveness of this critical resource. Rarely does an opportunity to enhance your employee’s skills and expertise crucial to your organization present itself in as easy and generous manner as it does with the Workforce Training Fund.

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MapAnything: Using Geo-Analytics to Boost Your Donations

By | Data Management, Donor Tracking and Management, Salesforce News and App Reviews, Volunteer Management

MapAnywhereMapAnything is an incredibly powerful and robust geo-analytics tool available to Salesforce users. It’s a visual tool that is ideal for marketing and development, with clear applications for team and business management. While MapAnything wasn’t specifically designed for nonprofits, it’s a very translatable utility. We’re big fans, and we want to tell you why.

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9 Salesforce Terms Every Nonprofit Needs To Know

By | Nonprofit Resources, Salesforce News and App Reviews
9 Salesforce Terms Every Nonprofit Needs To Know from 501PartnersThink of Salesforce as its own country, and these nine terms and ideas as the first words or phrases you need to get around. With these key phrases, you’re on the road to nonprofit Salesforce fluency: tracking constituents, segmenting them, grouping them, understanding their relationships with you, and customizing them into a working database for your needs.

If you want to speak Salesforce, and understand how to apply it to a nonprofit organization, begin your journey here:

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