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Salesforce shortcuts and tips

Notes and Attachments—We Hardly Knew Ye! (Part 2)

By | CRM & Salesforce, Data Management, Nonprofit Resources, Nonprofit Tech, Salesforce News and App Reviews, Salesforce shortcuts and tips

In Part I of this blogpost I covered how the familiar Notes and Attachments related list is giving way to the new, separate Notes and Files objects in Salesforce.

In this post we’ll look at how to convert your existing Notes and Attachments to new Notes or Files. Whether you need to do this depends on how and how frequently you used these tools. Some of our clients are very conscientious about using Notes to update every interaction they have, and often report on these.

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Notes and Attachments—We Hardly Knew Ye! (Part 1)

By | Data Management, Nonprofit Tech, Salesforce News and App Reviews, Salesforce shortcuts and tips, User Management

Salesforce has been making noises since at least 2016 that the “Notes and Attachments” related list is not long for this world. With the Winter 2018 update, they are making good on this promise.

However, there’s no need to panic, as they are 1) allowing users to preserve all their existing notes and attachments; and 2) replacing “Notes and Attachments” with two full-fledged objects—“Notes” and “Files,” with the effect of vastly increasing the usefulness of these functions.

In this post I’ll be showing you how to activate and use the new objects and discuss the enhanced functionality.

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Connect: The New Way to Click & Pledge

By | CRM & Salesforce, Donor Tracking and Management, Nonprofit Tech, Salesforce shortcuts and tips

Click & Pledge, the online donation tool for nonprofits that integrates with Salesforce, has really upped its game with a new platform called Connect.

What Click & Pledge Does Well

The functionality of Click & Pledge, both on the payment processing and on the Salesforce integration end, has always been superior. The money goes straight to your bank and the contact data goes right into your Salesforce— keeping everyone happy. Particularly helpful is the sophisticated logic Click & Pledge employs to prevent duplicates. For example, when Paul Baxter gives $100 to your organization every Christmas for five years, the logic recognizes that the single contact Paul Baxter gave a total of $500, rather than five separate Paul Baxter’s donating $100 each.

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Pitfalls and Best Practices: How to Keep Your Salesforce Project From Being Doomed

By | CRM & Salesforce, Salesforce shortcuts and tips

Participants from our popular Salesforce Bootcamp for Nonprofits trainings will be familiar with an exercise we run called “Pitfalls and Best Practices.” In this exercise, we hand out sheets of paper to every participant, each piece with a different scenario on it. The students then must interpret the situation and use an anecdote to illustrate why it is or isn’t a good thing. We will often pass on particularly noteworthy stories at other Bootcamps, with names redacted of course!

A selection of these “Pitfalls and Best Practices” are offered below. So, you can either give yourself a well-deserved pat on the back, or shudder at the mistakes you have made (or maybe just barely avoided).

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Click & Pledge Update: Is Your Domain Secure?

By | 501Partners News, Nonprofit Resources, Salesforce shortcuts and tips

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.

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Using Excel for Nonprofit Data Migration

By | CRM & Salesforce, Salesforce shortcuts and tips

Thomas Edison famously said that “Genius is 99% perspiration and 1% inspiration.”  If he’d been a Salesforce user, he would have said, “Data upload is 99% preparation and 1% migration.” Data migration is the task of transferring large amounts of data into Salesforce from another platform. To accomplish this you will typically use Microsoft Excel or another spreadsheet program that allows you to create “common-separated value” or CSV files.  In this blog we will review some of the commonly used tools that are built into Excel to make it easier to prepare your data BEFORE you mass-migrate it into Salesforce, ensuring that the data you migrate is as accurate as possible.  After all, you don’t need to be a genius to know the expression, “Garbage in, garbage out”!

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