Nov 10
0

What Nonprofits Should Know About Salesforce Lightning

By | Salesforce News and App Reviews

 

We often tease that Salesforce excels in functionality, not beauty. The Salesforce interface has had a 1990s look since…the 1990s, but it’s finally been gifted with a massive facelift! Salesforce Lightning is a modern, future-forward look that is streamlined, mobile friendly, and intuitive. More user friendly than ever before, the Lightning Winter ‘16 release reminds me of the current mobile experience, Salesforce1. While there are some functionality upgrades, Lightning at its core is a cosmetic upgrade. Not that we’re complaining at 501Partners.

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Oct 13
0

5 Things We Love About the SalesforceIQ for Sales Cloud App

By | Nonprofit Tech, Operations and Development, Salesforce News and App Reviews
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Last month, Salesforce announced the launch of SalesforceIQ for Sales Cloud app (Chrome extension for Gmail, iOS and Android Apps). We’ve test driven the Chrome extension and love what we’ve seen. If your organization uses GMail, here are five huge benefits to installing the app.

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Aug 03
0

Salesforce Tip: Email Many Contacts at Once

By | Data Management, Nonprofit Tech

Have you ever looked at a list of Salesforce contacts and wished you could email some of them without having to create a campaign or a special view?  Have you ever been frustrated that the NPSP’s Affiliated Contacts structure removes the one useful part of Salesforce emailing (the ability to find other contacts with the same Account)?  Do you often need to email all Contacts affiliated with an Account?

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Jun 29
0

Salesforce Tip: Entering Non-Standard Donations

By | Donor Database, Operations and Development, Volunteer Management

Not all the donations your organization relies upon come in the form of cash, check or credit card.  In-kind donations can be essential, whether they come in the form of donated office equipment or auction items to raise money at an event.  Donors will often declare the value of their item, but you may want to track and report on these donations differently than cash.

To facilitate reporting, we recommend creating a distinct record type for In-Kind Donations on the Opportunity object.  Include a custom field called “Estimated Value” so that you can reserve the “Amount” field for monetary donations.

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Jun 16
0

Salesforce Tip: Tracking Board and Committee Members in Salesforce

By | Donor Database, Volunteer Management

As the Director of a non-profit agency, the most important relationship you have is with your board of directors.  Board members are often your “super-donors”: they give their money, they give their time, and they give their connections to help you pursue other funding opportunities.  You want to keep careful track of board members present and past.

501Partners recommends two primary ways to keep your list of board members up to date.  One involves Affiliations and the other Campaigns.  Each has their particular strengths so you can choose on the basis of how your particular board is constituted and how they participate in the life of your organization.

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Jun 10
0

Client Spotlight: Parenting Journey

By | Case Management, Case Studies

We recently spoke with one of our clients, Parenting Journey, to find out how Salesforce and 501Partners have served as a winning solution for their needs. Parenting Journey is a Somerville, MA-based non-profit with the mission of “helping parents build stronger families by developing the inner strengths, life skills, and networks of resources they need to succeed.” They have been a 501Partners client for the past eight months and aspects of the project have ranged from data migration to customized reporting.

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Jun 08
0

4 Reasons to love the new Click and Pledge Events App

By | Event Management, Operations and Development

As consultants, we have to maintain a critical view of technologies and tools. It is the best way to ensure that we can provide unbiased and highest quality recommendations to our clients, who, deserve no less. But when a technology is moving in the right direction, we owe its owner a tip of the hat and give credit where credit is due.

After sitting in on a demo of upcoming changes to the Click and Pledge Event Management App, I can definitely say that it is a prime example of a technology that is moving in the right direction. Here are 4 reasons why the new Click and Pledge Event Management App is going to be AWESOME!

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May 27
0

Salesforce Tip: How to Enter Matching Grants

By | Donor Tracking and Management

Many employers offer matching grants to supplement the donations made by their employees.  Your non-profit organization may want to track these grants separately and report on them to ensure that the original donor is getting proper credit for the full amount that he or she is responsible for.  Salesforce includes a method for distinguishing matching gifts from conventional ones.

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May 26
0

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

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

In Part 1, we focused on providing an overview of the Federal Poverty Guidelines package for Salesforce, and how to install and use it.  In this part, we’re going much more technical, including instructions on how to “DIY” a solution if you’re not using the NPSP3 with Households.

This section is much more of a video tutorial, and below the videos are all of the components you’ll need to get started. Don’t worry – we’ll explain it all to you and we’ve saved you the trouble of typing it out.

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