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Salesforce Archives - Page 2 of 5 - 501Partners LLC

Sep 22
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Play in the Sandbox for (Salesforce) Safety

By | CRM & Salesforce, Data Management

USE A SANDBOX TO AVOID COSTLY MISTAKES

Did you ever have one of those moments where you wished that your life had an “Undo” button?  Of course you did! Maybe it was when you did something stupid, or when you crumpled a fender trying to squeeze into a parking place. Clients often assume that Salesforce has one too, and they blunder ahead without fear. The bad news is that Salesforce does NOT have an Undo button. Why not? As an online platform, it really can’t: once a command is sent to the server in Seattle or Atlanta or Kuala Lumpur, one cannot retrieve it.

However, Salesforce does have something that’s just as good as an Undo button: it’s called a Sandbox. A Sandbox allows you to test out changes to your Salesforce without affecting your data. Once you get the Sandbox working, you can reproduce it in your organization’s Salesforce account (called Production) and Voila! You’ve created your own Salesforce Undo button.

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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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May 26
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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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Jan 16
0

Getting to Know Salesforce Files

By | Data Management, Salesforce News and App Reviews

Salesforce Files is a Chatter feature that allows for document collaboration between team members in an easy, efficient way. As Salesforce itself says, Files “reinvents file sharing for the enterprise, placing documents, videos, or presentations into the center of sales, service, and marketing processes.” The feature is very handy because it automatically updates the file (in all its locations) with new versions when ever you replace it, but keeps track of older versions, too.

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Dec 22
0
npsp nonprofit starter pack from salesforce

What is the NPSP Again???

By | CRM & Salesforce

When we talk about the NPSP, what do we mean? It’s a common acronym in the Dictionary of Salesforce, but is it so common outside of that context? We’re not sure it is. That’s why we’re here today to tell you exactly what is meant when we refer to your organization’s NPSP, or Nonprofit Starter Pack.

Salesforce designed the NPSP knowing that its most common features were useful to nonprofits, but maybe needed a little bit of tweaking to be considered efficient and effective. Working on top of the Salesforce Enterprise Edition, the Nonprofit Starter Pack helps organizations manage donors, donor memberships and affiliations. It also allows for the creation of Household accounts and household giving, and incorporates recurring payments and gifts.

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Dec 02
0

What is the 501Launchpad?

By | Our Services

We use the term pretty often in our offices: 501Launchpad. We introduce it to our clients when we begin Salesforce implementation at their organizations. Now, we want to outline 501Launchpad to those of you who might not already know what it is. 501Partners takes pride in our project methodology. Simply put, our goal is your mission. Rather than simply implementing Salesforce at an organization and exiting the engagement immediately afterward, 501Partners strives to be your long-term partner in data management, while also building an internal competence in Salesforce at your nonprofit. We understand that a key component of this is customizing Salesforce to your organization’s unique needs.

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Nov 24
0

Upgrading to NPSP 3.0

By | CRM & Salesforce

To upgrade your Salesforce to NPSP 3.0:

1)  Create a new trial and choose “Pre-Configured for Donor Management.” (Note: you will need to create a different login than the current Salesforce, but it does not need to be a real email address.)
2) Call or email your Salesforce representative to request your grant be pointed to the new Salesforce instance. (If you don’t have contact info for your rep, you can email crmdonation@salesforce.com) They will ask you for the Organization ID of both the old instance and the new one. You can find them by going to Setup –> Company Profile –> Company Information –> Salesforce.com Organization ID (see below).
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If they ask you to upgrade your old instance to NPSP 3.0, 501Partners can do that after we create the customizations without messing up your data.
Nov 21
0

The Free Puppy Problem (AKA – Why Custom Consulting Works)

By | Our Services

Is better data management on your list of New Year’s resolutions? Does your organization get overwhelmed when it’s time to crunch numbers and deliver annual reports? 501Partners has you covered. With the help of Salesforce and our custom consulting solutions, data collection and reporting can be a breeze. There are 22,000 nonprofits already using Salesforce for these reasons, and why shouldn’t you join them? Salesforce offers ten free licenses to NPOs and comes with the Nonprofit Starter Pack 3.0, a powerful set of tools for data management.

But the ten free licenses are kind of like ten free puppies.

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