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Monthly Archives

September 2013

The Three Immutable, Immovable Laws of SalesForce: As told by a former nonprofit SalesForce Admin (1 of 3)

By | Information Technology

Law 1: Commitment

Repeat after me: IF IT’S NOT IN SALESFORCE THEN IT DOES NOT EXIST.

It’s that simple. SalesForce, especially for nonprofit organizations, can be an incredibly powerful and valuable system. This means, however, that other systems must go away, reporting systems must get consolidated, and people must have the expectation that relevant information must find its way into SalesForce.

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How to Handle Memberships in the Salesforce Nonprofit Starter Pack

By | CRM & Salesforce

NPSP_Logo_SmallMembership is one of those features of the Nonprofit Starter Pack that seems to be shrouded in mystery. Sure, you’ve read the getting started guide and you have all the fields on your screens, but how do you actually manage your membership lifecycle using the NPSP?

The key is understanding that the NPSP is relatively passive out of the box – when you create a new membership donation, and enter dates in the Membership Start and Membership End date fields and choose a Membership Level and Membership Origin, those dates and selections will get copied up to the contact’s record.  But they won’t get carried over into next year’s membership update automatically.

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