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How to: updating Campaign Member status via Process Builder and Flow

How to: updating Campaign Member status via Process Builder and Flow

Note: this post assumes a basic working knowledge of Salesforce Flows and Process Builder. If you want to learn more about these, we recommend the Trailhead module on Flows and the Trailhead module on Process Builder. Have you ever wanted to know which of your invited…

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What the Lightning Experience Announcement Means for Nonprofits

What the Lightning Experience Announcement Means for Nonprofits

There’s been a lot of excitement this week about the new Lightning Experience. Lightning Experience is the next generation of the desktop user interface (UI) for Salesforce. Eventually, it will match feature-for-feature to Salesforce Classic (the current UI you’re used to) and then some! There’s…

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Where to find us at Dreamforce ’15

Where to find us at Dreamforce ’15

The entire Bigger Boat team will be at Dreamforce ‘15, Salesforce’s annual conference in San Francisco. Here are some of the places you can find us speaking, sponsoring, and helping out:   Innovator Demo: Real-time Data Collection in the Field Tuesday, September 15, 9am –…

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Our favorite blogs for nonprofit Salesforce administrators

Our favorite blogs for nonprofit Salesforce administrators

There are so many people involved in the Salesforce world and many of them are blogging about their experiences and their ideas. We have put together a list of a few of our favorite Salesforce blogs, some nonprofit-focused and some not. We hope you enjoy…

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Nonprofit Starter Pack v3: What a year!

Nonprofit Starter Pack v3: What a year!

Just over a year ago, version 3 of the Nonprofit Starter Pack was launched. It was a pivotal release for several reasons. This release added a more flexible architecture and a new preferred account model, called the Household account model. It also added new features…

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Highlights of Four Force for Change Grants

Highlights of Four Force for Change Grants

The Salesforce Foundation recently announced their 2015 Force for Change grant program. This grant program focuses on “increasing social impact through the innovative use of Salesforce technologies.” In the past, these grants have helped nonprofit and higher ed organizations accelerate and/or scale their work in…

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And Now We Test!

And Now We Test!

Whether or not you consider testing to be exciting (“HEY EVERYONE! COME SEE WHAT I BROKE!!!!!”) or dulling to the senses, it is utterly necessary. And when we are talking specifically about User Acceptance Testing (UAT) done by our clients, it always improves the overall…

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Our Process: Standup

Our Process: Standup

Note: This is the first post in an occasional series about our internal processes and how they help our work. One key aspect of our agile process is our morning standup. It happens every morning at the same time in the same place. It is…

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Top 5 Quick Picks for Nonprofits from the Summer ’15 Release

Top 5 Quick Picks for Nonprofits from the Summer ’15 Release

The preliminary Release Notes for Summer ‘15 came out late last week. We’ve had a quick look through and found a few things we think nonprofits and their admins should be very excited about! Prepare to be empowered, #awesomeadmins! These new features aren’t nonprofit-specific, but…

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Ten Benefits of Salesforce as a Nonprofit CRM

Ten Benefits of Salesforce as a Nonprofit CRM

Choosing the right database platform for your organization is a critical decision. In our (and many other people’s) experience, Salesforce is an excellent choice for nonprofit organizations. Here’s why: 1. The Salesforce platform is powerful and flexible enough to centralize or integrate a nonprofit’s data…

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