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6 Questions to Help You Prep for Your Data Migration
So! Your org is implementing a new system. What’s your game plan for migrating all that data? Perhaps you don’t have one, because #time. You spent enough of it searching for the right platform in the first place, and deciding whether to migrate at all. Then, you had to jump through all those hoops to […]
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Volunteers for Salesforce (V4S): What it Does, Why it Works & How to Get it
UPDATED 2022 – Today, we’re diving into Volunteers for Salesforce (V4S) – a volunteer management app that sits on top of Salesforce NPSP.
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8 Kinds of Nonprofit “CRM” Databases for Managing Constituents
To those shopping for your org’s next CRM: how’s that process treating you?
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Volunteers for Salesforce (V4S): Troubleshooting the Volunteer Job Signup page
Background: I’m working with an org to help them get Volunteers for Salesforce up and running. So I did what any well-intentioned Salesforce volunteer would do. I went to Trailhead, since it wasn’t something I had implemented before! Scenario: Using my own developer org (free, personal Salesforce instance), I walked through the following Salesforce Trailhead […]
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Should your nonprofit migrate to a new database?
For many orgs, it’s the the end of the fiscal year. So it’s about that time when devo, IT, program and executive staff across the sector begin to ask the controversial question. Is it time to ditch our nonprofit CRM / ESP / other database system?
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11 Lessons Learned for being an Effective Database Admin
Gang. I’ve learned a ton working as a database admin. Obviously, there’s the technical stuff I never thought I’d ever know. Like what it takes to build a Salesforce flow, the difference between coding languages (ish), and even how an API works. Not that I could tell you what API actually stands for.