The Nonprofit Salesforce Guide to Better Data

You already know that Salesforce is a multifaceted powerful platform to gather, track, and analyze operational data, especially for nonprofits. Whether you are new to Salesforce or a pro user who uses Salesforce Connectors with ease, you’ll find something new in this ebook to help your nonprofit data practice.

You’ll find helpful tips (and even a few diagrams) that will save you time and frustration, including timesavers for:

  1. Salesforce Terminology
  2. Exporting Data
  3. Data Migration
  4. Running Reports
  5. Creating Mailing Lists
  6. Using Sandboxes
  7. Keeping Track of the Federal Poverty Line in Salesforce

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