Blog

Salesforce Deep Dive: Setting up Program-Level Security for Human Services Organizations

Salesforce Deep Dive: Setting up Program-Level Security for Human Services Organizations

Human services organizations commonly need to limit data access for staff members to their specific caseload and programs. Limiting this access provides necessary privacy safeguards and simplifies data management by allowing staff to see only the records they need.  As a nonprofit Salesforce admin, you…

Continue reading →

Program Management Case Study: Sunnyvale Community Services

Program Management Case Study: Sunnyvale Community Services

Sunnyvale Community Services (SCS) provides food and financial assistance to low-income families and seniors in the Sunnyvale, CA area, serving over 3,500 families and more than 8,300 unique individuals annually.  In addition to assistance programs, SCS also provides case management services and engages over 2,500…

Continue reading →

How to get a Raiser’s Edge Migration done efficiently, fast, and focused

How to get a Raiser’s Edge Migration done efficiently, fast, and focused

Bigger Boat was able to help us assess what our needs were and get us on a path to success. We had a very short timetable for moving data from Raiser’s Edge to Salesforce. With Bigger Boat’s strong team, excellent project management, and agility we…

Continue reading →

Advanced NPSP Household Management for Human Services

Advanced NPSP Household Management for Human Services

A human services agency that focuses on homelessness and hunger prevention for low-income families and seniors in Silicon Valley approached Bigger Boat for help. They wanted to build a better system for managing, tracking and reporting on program delivery and case management. The goal of…

Continue reading →

Automating attendance tracking for therapeutic day programs

Automating attendance tracking for therapeutic day programs

Guest Post: Jamie Little is the Salesforce Administrator at Childhaven. Childhaven uses Salesforce to track program management, program enrollment, behavioral assessments, case management, and individual treatment plans. In this guest blog post, she shares how Childhaven uses Salesforce automation tools for attendance tracking.   Childhaven…

Continue reading →

Guide: Staffing the Team for Success with Salesforce

Guide: Staffing the Team for Success with Salesforce

Salesforce has the potential to make a huge, positive impact on your nonprofit. But in order to get the most out of Salesforce, it’s critical to have the right internal team in place, from before the implementation project even starts until long after the project…

Continue reading →

Highlights from Salesforce.org’s Program Management Webinar with BRIDGE Housing

Highlights from Salesforce.org’s Program Management Webinar with BRIDGE Housing

BRIDGE Housing provides housing, programs, and services to residents in 90 apartment communities across California, Oregon, and Washington. Bigger Boat helped BRIDGE Housing move their program tracking from Excel spreadsheets and paper files to Salesforce. Salesforce.org recently hosted a webinar with BRIDGE Housing. If you…

Continue reading →

Salesforce Project Success (and Cost): Key Factors to Consider

Salesforce Project Success (and Cost): Key Factors to Consider

How complexity, alignment, and commitment factor into project success and cost. One of the questions we often get early in a discussion with a potential client is, how much will this project cost? I’m always tempted to reply “how long is a piece of string?” In…

Continue reading →

Four Reasons Salesforce Implementations Fail

Four Reasons Salesforce Implementations Fail

Over the years, many organizations who started their Salesforce journey before we arrived on the scene have reached out to us for help. Some organizations need just an enhancement or two to keep their systems running smoothly. Some want to push into new horizons and…

Continue reading →

Using custom metadata to provide flexibility in a managed package

Using custom metadata to provide flexibility in a managed package

We previously shared the details of PROVAIL’s supported employment managed package. That app needed flexibility to support different program models. Here’s how this was built into the package. Managed packages are Salesforce’s method of installing and distributing custom applications. Salesforce managed packages lock in certain…

Continue reading →

Page 1 of 8 1 2 3 4 5 ... Last →