Salesforce Encryption Update: What You Need To Know

Salesforce has begun updating its security encryption standards, which potentially impacts any third party software that makes a real-time connection into Salesforce. Everything on the internet will be forced to be TLS1.1 compliant in 2018, but Salesforce has decided to go a year early. In order to ensure that your Salesforce will continue to work as smoothly and efficiently as always, we are recommending three actions: test your browser, update Outlook for Salesforce, and use third party compliant software. The full blog post lists the software that we have found compliant, and details our recommendations.

New Federal Poverty Guidelines Data Released, Free Salesforce App Updated

Updated for 2017 501Partners works with a lot of organizations that need to know if their program participants are above or below the Federal Poverty Line. We created the Federal Poverty Guidelines App for Salesforce 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.   The US Government has released its annual guidance on the federal poverty levels, and we’ve updated the Federal Poverty Guidance spreadsheet used in our app to reflect the 2017 guidance. If you installed our app in 2015 or 2016, please update your data to stay current with the latest government guidelines. To update, first delete the old data from custom settings: Go to Setup->Develop->Custom Settings Click on “Manage” next to “Federal Poverty Guidelines” Click “Delete” to clear out the prior year levels Then upload the new data into the same custom settings: Download the 2017 Federal Poverty Guidance spreadsheet and save it to your computer Go to dataloader.io and log in to production Salesforce Choose “New Task” Choose “Import” Choose “Insert” Find “FederalPovertyGuidelines” in the object list and click “Next” Upload the 2017 Federal Poverty Guidance spreadsheet that you downlaoded in step 1 All of the fields should auto-map, so click “Next” “Save and Run” and you’re done! The app is a quick-and-easy way for case managers, development professionals and administrators working with clients to calculate a household’s percentage of the Federal Poverty Guidelines. It’s our commitment to you to continue to update the app when new federal poverty guidelines are issued, and to support this app...

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

If 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. Salesforce has made this change to increase data security by ensuring that only the registered user has access to an account. It does this by keeping track of the cookies in your computer’s browser. Cookies are unique to a particular machine, so a person can only login automatic​ally by using the same machine that they have used previously. Any Salesforce user will still be able to access his or her account from any computer. However, before doing so you will have to retrieve an access code that will be sent to the email address attached to their account. By entering the code you can access your account. Salesforce will remember the cookies from the new machine as well as from the previous one. How much you will be affected depends on how you and other users access Salesforce.  Those of you who always access Salesforce from the same machine will not notice any difference at all. People who are more likely to be affected are those who access their Salesforce accounts from multiple computers. This would include, for example, case managers or others who work at several sites and do not carry a laptop with them from place to place. However, once a user accesses Salesforce...

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

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! If you’ve begun using the Salesforce NPSP in the past year, you’ll notice that the grant management features automatically show up in your layout, as featured in the screen shot below. With the new field additions, you can track all of your grants and their progress from start to finish. Every time there is a change in your grant stage, it is documented in a chronological history at the bottom of your page. It’s also worth noting that it is possible to customize your stages. Grant management fields are completely new, and now that we have them there’s no pressing need to create additional custom fields, though that is still possible. If you don’t see the new fields, or want to create more custom fields, it is easy enough to add them by following these steps: Click Edit Layout Select the grants management fields you’d like to see in your opportunity and drag them to the layout box. Done! Two Things We Love About the Grants Management Fields: Requested Amount Tracking and Multiple Payment Tracking Development directors will surely love the “Requested Amount” field. This is a particularly helpful tool to use for comparing the amount requested versus amount received when reporting. Your finance department will love being able to track...

New Upgrade To FormAssembly

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. If you use FormAssembly with Salesforce, you know it connects the information submitted through a form with your Salesforce account. FormAssembly adds submitted information into multiple types of records in Salesforce  – at once. It is a wonderful app for nonprofits that collect contact information online, with FormAssembly doing all the hard work behind the scenes. Nonprofits use FormAssembly to collect information through forms on potential and current volunteers, students, members, newsletter subscribers, and more. FormAssembly reports these upgrades: Look & Feel: FormAssembly has cleaned up and modernized the interface. It’s a fresh revamp that works well on your Retina and 4K screens. Reports: Improvements in how you can create and edit reports. You can now drag and drop columns, filter results, and more. Mobile Friendly: The Form Manager is now fully responsive. Access form settings and responses right on your phone or tablet. It seems the main difference will be how it looks, but will still have the same functions (plus a few more). Form Assembly has written an explanatory article and released a video (on the same page) explaining...

MapAnything: Using Geo-Analytics to Boost Your Donations

MapAnything 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. The number one reason we love this app is because you can pair geographic mapping tools with your Salesforce data and create a map of where your constituents and organizations are, and where your donations are coming from. It will help you identify clusters of large gift prospects (or donors, even better!), or look at where the highest concentration of donors live. You can capitalize on this data by holding an appreciation or fundraising event in that area. MapAnything can also streamline marketing efforts with targeted communication filters, or guide your event planning by considering prospect saturation. Outside of the office, MapAnything might assist you with planning a  route to your business meetings, while view real time traffic patterns to maximize your travel time. Typical questions that MapAnything is able to answer, simply, by connecting with your Salesforce instance: Our Executive Director is going to be in Los Angeles for 3 days. Who are our donors in that area that she could possibly meet with? We want to invite every constituent  within a 50-mile radius of Boston to our special event. How many people are we inviting and who are they? Where would a central location be to hold a conference for our constituents? If we were to target 3 cities to visit, which ones...