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nonprofit Archives - 501Partners LLC

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Understanding What ‘Operational Capacity’ Means for Your Salesforce Project (Part 2 of 2): Managing Salesforce Throughout Its Lifecycle

By | 501Partners News, CRM & Salesforce, Data Management, Good Governance, Nonprofit Management, Nonprofit Resources, Nonprofit Tech, Operations and Development

In our previous post, we introduced the idea of the organizational capacity model and the graph of decision variability over time that helps illustrate the idea. In this post, we take the same graph but break it down differently, to reflect a project’s lifecycle.

The first takeaway in this series is that knowing your current organizational capacity can help you align the type of Salesforce projects you pursue for optimal success. You can read about that in more detail here.

Takeaway Two: Your technology enforces your organization’s business processes, which puts a burden on your organization at the same time it offers efficiency gains.

Graph displaying decision variability over time
Everybody wants technology that fits them perfectly—technology that helps them do their work faster and better while alleviating pain points. When you adopt an enterprise system such as Salesforce, you have access to a powerful platform that can be made to automate just about any business process you can think of. In our ebook on the Data Maturity Model, we explain why that should be approached with some understanding of what your organization can support. In this post, we want to further explore the lifecycle of a Salesforce customization, and illustrate both the types of skills you may want to look for outside of your organization, and the tasks your organization should be prepared to take on for a healthy, well-maintained custom project.

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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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New Name, New Features: The Nonprofit Success Pack

By | CRM & Salesforce

The Salesforce Nonprofit Starter Pack has been rebranded and renamed to the Salesforce Nonprofit Success Pack. Along with the renaming, Salesforce.org has released two new features, Engagement Plans and Levels. We are really excited about these two new features, primarily because we can see the value they add to the NPSP, and to nonprofits organizations.

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Video Testimonial: Stephen Phillips Memorial Scholarship Fund

By | CRM & Salesforce

The Stephen Phillips Memorial Scholarship Fund awards qualified students with renewable academic scholarships. To qualify for these awards, students must demonstrate financial need, academic achievement and a commitment to community service. The Stephen Phillips Memorial Scholarship Fund sought out 501Partners to help implement a more effective Salesforce strategy for managing their student applications. Throughout our engagement with the Stephen Phillips Memorial Scholarship Fund, we simplified their processes with our Applicant Manager app and helped them use Salesforce to maximize the efficiency of their database.

Video Testimonial: Food For Free

By | CRM & Salesforce

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Food for Free is a great organization which rescues fresh food that might otherwise go to waste, and distributes it to those in need via the local emergency food system. During our Discovery process, a need for electronic food tracking was assessed. Because Food for Free is such a large organization, distributing more than 1 million pounds of food per year, the paper-based system they had long relied on was quickly becoming outdated. Our engagement with Food for Free resulted in the implementation of our Food Manager app. Now, Food for Free can track their food intake and distribution from mobile devices with real time roll-up into Salesforce. Watch the video to learn more about 501Partners’ work with this amazing nonprofit.

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501 Partners Logo

Salesforce API Announcement (September 2014)

By | CRM & Salesforce, Nonprofit Resources, Nonprofit Tech

Salesforce has made some changes, but you don’t have to worry about what they mean for your NPO. That’s what we’re here for. Salesforce has changed their API (Application Program Interface) a little bit and this may affect some of your connected apps. The impact should be minimal and you will be able to login, but some features may act strangely until the permissions are corrected. Outlined below are the specifics of this change, along with screenshots to better help you understand how to deal with the shift. Read More

Scary emails from Salesforce: What action does a nonprofit need to take about whitelists?

By | CRM & Salesforce, Information Technology, Nonprofit Resources, Nonprofit Tech

If you get the emails that Salesforce sends out to systems administrators, you probably got a baffling email last week with the subject “Action Required: Whitelist All Salesforce IP Ranges to Prepare for Login Pools.”

dog-dude-wait-what
If you’re a normal person, your reaction was probably “Wait, what?”

First things first: the chances of small and mid-sized nonprofits needing to do anything about this email is very slim.  Check with whoever manages your IT and network, they’ll know what this email means and whether you should do anything.

But because the question has come up a couple of times, we figured we’d try to translate.  This isn’t really about Salesforce, but it’s a quick peek into the inner workings of the internet for the curious.

Inner workings of the Internet
Many of us don’t even bother with the address bar on our web browsers anymore – we just type in what we want and whatever search engine we use goes out and fetches it.  So these days you can type “salesforce” into the top address bar of your browser, and more or less go to the right web site.  If you’re old enough to read this blog post, you’re probably old enough to remember when you had to type in “www.salesforce.com” or “login.salesforce.com,” or type in “google.com” and go search for whatever you were looking for.  If you deal with web pages at all, you know that you have to find the URL (human readable name) of a web site in order to link to it.

Screen Shot 2013-10-29 at 8.23.11 PM

That human readable web address (URL) has some magic behind it.  When you type it into your address bar, your computer first talks to your local network, which talks out to the world, to find out how to translate “login.salesforce.com” into a unique IP address.  A unique IP address is just a string of numbers tied to a unique computer somewhere, like a telephone number is tied to only your phone.  How a request gets from your computer to a global computer to Salesforce servers, back to your computer, is pretty neat, actually, but we’ll trust you to read more on your own.

IP Address assignment in today’s day and age
In the very old days, you got one IP address per human-readable address.  Your own organization’s web site probably has only one IP address.  For massively busy and distributed (cloud) systems like Salesforce, or Google, what actually happens is that any of hundreds, or thousands, of different IP addresses can actually answer a request for “login.salesforce.com.”

Whitelisting Salesforce.com’s IP Addresses
So Salesforce is just expanding the number of computers that can answer a request for “login.salesforce.com.”   This never impacts most people.  However, if you are dealing with systems that have to be absolutely sure that “login.salesforce.com” isn’t coming from some evil hacker, you will get a list from Salesforce of what IP addresses are legit, and you’ll whitelist those IP addresses.  If you’ve done that, you need to expand your list soon.  That’s all this is about.

The Geography and Demographics of Philanthropy

By | CRM & Salesforce

Have you ever wondered how generous your hometown is? Now, you can find out.

A new report released by The Chronicle of Philanthropy compiles charitable giving data from the Internal Revenue Service. While the data is incomplete, it supposedly accounts for approximately 63% of the estimated $214-billion that Americans gave away in 2008. Using a model that measures giving as a percentage of discretionary income (defined as income after tax and essential expenses such as housing and food), the study ranks cities and towns, counties and states and even breaks the data out demographically.

The Chronicle went a step further and provides handy maps so you can drill down to see Total Contributions, by households or as a percentage of income.

So, it was great to see that my home county of Essex, Massachusetts ranked 96th out of 3,115 counties measured. Or that the prime age group for giving in Massachusetts is 45-64 year-olds.