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Building a Scalable Supported Employment Solution on Salesforce (Post 1 of 3)

Building a Scalable Supported Employment Solution on Salesforce (Post 1 of 3)

PROVAIL’s Employment Services program provides community-based vocational assessments, individualized job placement, job coaching, and supported employment for adults with disabilities. They partner with the business community to recruit, hire, and train employees with disabilities. These services are all managed out of a Salesforce system. PROVAIL’s…

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Where to find us at Dreamforce ’17

Where to find us at Dreamforce ’17

Many of the Bigger Boat team are headed to Dreamforce ’17, Salesforce’s annual conference in San Francisco. Here are some of the places you can find us or our clients: Develop for Changing Requirements with Custom Metadata Types Monday November 6, 12:00 PM – 12:40 PM, Moscone…

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Tracking impact investors with the Nonprofit Success Pack

Tracking impact investors with the Nonprofit Success Pack

Bellwether Housing manages and develops affordable housing in the Seattle area. They serve over 3000 clients a year and manage 30 properties. We recently worked with them to implement a Salesforce system to help them be more effective in raising money from donors and investors…

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Tracking Training and Technical Assistance

Tracking Training and Technical Assistance

We have worked with a number of organizations that provide training and technical assistance to member organizations. One example is Children’s Advocacy Centers who support dozens of local agencies. These local agencies provide direct support to children who are victims of abuse. The goal of…

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Salesforce Winter ‘18 Release Highlights: My Top 5

Salesforce Winter ‘18 Release Highlights: My Top 5

If you logged into a sandbox on a preview instance today, you were greeted by a friendly Yeti Astro. Even though it’s only barely beginning to feel like fall today in the Pacific Northwest, welcome to Winter ‘18! The Winter release is always a big…

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PROVAIL’s Lightning Migration: “From Brontosaurus to Pterodactyl”

PROVAIL’s Lightning Migration: “From Brontosaurus to Pterodactyl”

PROVAIL is a nonprofit supporting children and adults with disabilities in primarily King and Snohomish Counties of Washington State. PROVAIL’s Employment Services program provides community-based vocational assessments, individualized job placement, job coaching, and supportive employment for adults with disabilities. They partner with the business community…

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Investing in Nonprofit Measurement and Learning

Investing in Nonprofit Measurement and Learning

Investing in a Salesforce administrator is a key factor for an organization to be successful with Salesforce. But what about someone who is also thinking strategically about how the organization is measuring their work and learning from the data? Lauren Shaughnessy serves in exactly that…

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Calculating Donor “Streak” in The NPSP (No code required!)

Calculating Donor “Streak” in The NPSP (No code required!)

Do you know how loyal your donors are? One key metric of donor loyalty is to look at how many consecutive years they have donated. Some folks call this concept a donor’s “streak”. I first heard about this metric and the desire to include it…

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Supporting Report Filter URL Hacks in Lightning and Classic

Supporting Report Filter URL Hacks in Lightning and Classic

Ahh, the fabled URL hack. For years, Salesforce admins have used formulas to create dynamic URLs behind custom links. The classic use case is linking from a record to a report, and having that report be filtered to information relevant to that particular record. In…

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Anatomy of a successful Salesforce project: Enhabit

Anatomy of a successful Salesforce project: Enhabit

The competence and demeanor of our Bigger Boat team were absolutely critical to the project. They would really listen. The were never disagreeable but could tell us what would and would not work. Their process provided structure while being flexible to our changing needs. Mid-way…

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