Click & Pledge Update: Is Your Domain Secure?

Click & Pledge, the online donation portal, has recently notified its users of a domain security update. Our clients asked us to advise them on how to respond to this. Fortunately, the solution is relatively straightforward. Like Salesforce, Click and Pledge is aware that it is passing on extremely confidential information like credit card numbers, names, and emails. Their email is a demonstration of their commitment to following the latest protocols in ensuring that the information remains confidential. This is what the email notification looks like: Click and Pledge provides tools so that you can post a donation form on your website. The issue is whether the donation form is hosted locally (i.e. by you) or remotely (generally by Click and Pledge themselves). Either way you can easily confirm whether the donation form is secure. Here are four easy steps to follow: Go to your website Click “Donate Now” or the equivalent Look at the command line on your browser. If it begins, “https:” you are secure. If it only begins “http:” you should follow the instructions in the email in consultation with your web developer.  ...

Meeting Your Mission & Ours: Introducing Bootcamp PLUS Trainings

Like all of our clients, 501Partners is a mission-driven organization. We do the work we do because we want to support the vital services that nonprofits perform. And how do we do this? 501Partners provides nonprofits with tools to track outcomes and plan for the future in an informed way. Salesforce is our primary tool of choice to help accomplish this goal. For the last four years we have had the privilege of working with over 165 organizations, all with diverse missions. Whether it be job readiness, eliminating the achievement gap, disability rights, promoting citizenship, health services access, or homelessness prevention and legal reform — we believe Salesforce is the most powerful and flexible data tool available that will meet your nonprofit’s data needs. Continuing our commitment to the nonprofit sector, 501Partners is pleased to offer Bootcamp PLUS, a series of half-day trainings that focus on one specific issue that is key to Salesforce success. This format allows us to present specific, detailed scenarios with plenty of time for questions. Our ultimate goal with Bootcamp PLUS is to support organizations in developing a deeper understanding of their own Salesforce system. By developing this internal capacity, users become more engaged throughout the organization and typically have fewer adoption issues. In addition, Bootcamp PLUS allows us to present some of the most popular third-party apps that integrate with Salesforce and allow users to solve issues in payment processing, communications, and events management. Our current Bootcamp PLUS offerings include: Native Salesforce FunctionsDescription Salesforce Toolbox for AdminsLearn what you need to manage your Salesforce instance: add and remove users, edit and create profiles, merge and export...

Mastering Click and Pledge Memberships with Salesforce

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.  Click & Pledge enables organizations to accept donations, sell merchandise and accept memberships all online. The Click & Pledge administrative portal views Salesforce an extension of its portal. The integration posts data in real time to your Salesforce account with over 70 reports and 10 dashboards. 501Partners is a Click & Pledge official partner, which allows us to waive the $20/month fee for our clients, as well as reduce the transaction rate and cost. In this blog post, we address some of the complexities of associating C&P online memberships with Salesforce. While this is a step-by-step explanation, it does assume familiarity with both C&P and Salesforce. How to integrate Click & Pledge with Salesforce Integrating Click & Pledge with Salesforce is standard, but some aspects may vary for each organization. For example, the type of opportunity record type created or how it looks up a contact in SF may differ. The Salesforce integration can be customized, based on an organization’s individual needs. Follow these steps for seamless Click & Pledge integration with your Salesforce instance. First, create a checkout page specific for memberships. We’re able to create a checkout page specific for memberships and control what Salesforce opportunity record type gets created when a payment is submitted through Click & Pledge. When we create the specific...

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

As 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. The Commonwealth Corporation, in conjunction with the Department of Employment and Training, offers an opportunity for qualified nonprofit agencies to receive training in a wide variety of disciplines at 50% savings. The Workforce Training Fund’s Express Grants Program is aimed at small to medium sized agencies (100 or fewer employees), particularly those that would be unable to offer training to their employees otherwise. The program is restricted to agencies that support the Workforce Training Fund by paying into the Commonwealth of Massachusetts’ Unemployment Insurance program. We’ve added a page on our website devoted to explaining the Workforce Training Fund Express Grant Program. It includes a program overview, nonprofit eligibility explanation, a link to view approved courses, additional resources, and a downloadable step-by-step guide to applying for a Workforce Training Fund Express Grant. Download the step-by-step guide to get started. Agencies must apply and have its course selections approved ahead of time. The agency pays the full amount of tuition to the training provider. After the course is completed, the agency may apply for 50% reimbursement of the total amount, up to a limit of $30,000 agency-wide or $3,000 per employee, per calendar year. To see what courses are available, consult the...

9 Salesforce Terms Every Nonprofit Needs To Know

Think 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: 1. NPSP: The Nonprofit Starter Pack Nonprofit agencies rely heavily relationships with specific individuals, as opposed to organizations they represent. Because of this, the Salesforce Foundation created the Nonprofit Starter Pack as a series of adaptations in the way Salesforce works to make it more responsive to the needs of nonprofits. The NPSP includes special nonprofit-specific modules for Fundraising, Memberships, and Volunteer tracking. All of this in addition to the same database and business process functionality that is used by Fortune 500 companies! 2. Get a 360-degree View Of Your Constituents Salesforce distinguishes itself from other development packages in that it offers features for every department in your organization. It is more than a development database, it is a full-fledged database that offers you a 360-degree view of all of your contacts and their interactions with your organization. (For example, a donor database usually only tracks donors, not program participants.) Salesforce has the capacity to allow you to record and track any of the many ways that individuals, families, and organizations may be interacting with your organization, including Program Participants, Volunteers, Board Members, and Partner Organizations in addition to Funders and Donors. Salesforce can...

Working with Federal Poverty Guidelines in Salesforce (part 1 of 2)

Many nonprofits, particularly human-services focused nonprofits, have to incorporate federal poverty guidance information into their program management and reporting.  This can be a bit of a pain to do, so we’ve put together a tiny Salesforce package to provide a helping hand! This requires the Nonprofit Starter Pack Version 3, using the Household Account Model.  The fields that we add are on the Account object, and we are assuming that a family unit is reflected in Salesforce as one data item in the Account record for the “household” and multiple contacts attached to that Account.  This will not work with the 1:1 or bucket model, but the videos in this series will show you how to build it yourself (stay tuned for part 2!).  Take a look at the overview video for full details. Nonprofit Starter Pack version 3 with the Household Account model: Salesforce Installation Package, which will add 3 new fields to your Account object, and will add a Custom Setting to contain the Federal Poverty guidance (available on the AppExchange) A spreadsheet (as a CSV) for upload to the Custom Settings, to populate the current guidance data. Download the CSV here: 2017FederalPovertyGuidance Note that you must download the spreadsheet and follow the post-install instructions to finish setup!   Video Tutorials: An Overview of what the package contains, and what it does Installation and Post-Installation instructions Advanced: A technical overview of all of the pieces (Part 2) Advanced: How to set up your own (Part 2)   Overview Installation and Setup   Installation Instructions: We highly recommend that you watch the installation video.  While we would love to provide support...