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Grief-support agency upgrades to NPSP v3 to gain a more complete view of their constituents

Grief-support agency upgrades to NPSP v3 to gain a more complete view of their constituents

By upgrading to Nonprofits Starter Pack v3, we now have a more powerful platform to track our work. Finding answers is also easier with the NPSP v3 documentation and the Power of Us Hub community. – Stephanie Murray, Development Director, The Healing Center   Situation The…

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Supportive Housing Case Study: Tenderloin Housing Clinic

Supportive Housing Case Study: Tenderloin Housing Clinic

There is a trust component that is built into the work we’re doing with implementing Salesforce and that has huge implications in terms of ownership and buy-in. Salesforce is changing the way we think about the programs and services we provide to clients. The system…

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Exception Reporting: An Admin’s Best Friend

Exception Reporting: An Admin’s Best Friend

This week, I’ve been working in an org that was first built out almost 8 years ago. They’re a tiny staff, and don’t have a dedicated admin. Now, having an admin is absolutely crucial to long term success with Salesforce, but sometimes that just doesn’t…

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Data Collection in the Field with the Nature Conservancy

Data Collection in the Field with the Nature Conservancy

Five and a half million ducks, geese, swans, and shorebirds migrate through California’s Central Valley each year, but they are struggling. In the Central Valley, 95% of shorebird habitat has been lost to development, leaving just 5% to support the entire population on their journey….

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School Program Tracking Case Study: Lean, Web-Integrated, and Maintainable

School Program Tracking Case Study: Lean, Web-Integrated, and Maintainable

  This past summer, Bigger Boat started our partnership with Washington Green Schools. WAGS is an organization that helps Washington schools form collaborative groups to make the school more energy efficient, environmentally friendly, and a healthier place to learn. With over 400 participating schools, WAGS impacts…

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Custom Metadata Types for easier deployments

Custom Metadata Types for easier deployments

You can now use Custom Metadata Types to define and store your own metadata settings — and you can deploy these between orgs! Previously you had to use Custom Objects or Custom Settings, which don’t bring data over when you deploy them. Using Custom Metadata…

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Salesforce Spring ’16 Highlights for Nonprofits

Salesforce Spring ’16 Highlights for Nonprofits

Spring ’16 is coming to sandboxes in January and production instances in February. Here are our favorite features of this release for nonprofit organizations. Process Builder The Process Builder improvements just keep on coming! Here are the three that I’m most excited about in this release:…

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Tracking Complicated Human Services Client-Relationships in Salesforce

Tracking Complicated Human Services Client-Relationships in Salesforce

We recently collaborated with an organization who does highly-effective therapeutic work with at-risk children in the Seattle area. Children served by this organization often have a complex web of caregivers, relatives, foster parents, siblings, half-siblings, case workers, and other significant people in their lives. These children…

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Top Qualities of a Great Client-Side Project Lead

Top Qualities of a Great Client-Side Project Lead

The foundation of a successful Salesforce implementation project is a great project team, and key to that project team is a great client-side project lead. That’s not us, and it’s not necessarily the client’s internal Salesforce administrator, either! (Though it can be the same person. We’ve…

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You don’t have to be a Coder to be a NPSP Contributor

You don’t have to be a Coder to be a NPSP Contributor

On October 22nd and 23rd, almost 60 passionate folks gathered in Seattle (and a handful more, remotely) for the latest Nonprofit Starter Pack Community Sprint. We came together to spend two full days focused on making the Nonprofit Starter Pack even more awesome — and nothing…

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