Blog - page 5

Why do I have so many Salesforce logins?

Why do I have so many Salesforce logins?

As you delve into the Salesforce admin world, you may find yourself suddenly juggling multiple usernames and passwords. “I thought I only had one database!” you may be thinking. You do! But there are other parts of your Salesforce experience that have their own logins….

Continue reading →

Using Salesforce for Cohort Management

Using Salesforce for Cohort Management

Many nonprofit organizations manage cohort groups.  This includes leadership development organizations, educational cohorts, and alumni organizations. The requirements of these organizations typically include: Nominations and/or applications via a website. Tracking where the nominee is in the process for cohort selection. Sending communication to cohorts and/or…

Continue reading →

Navigating Salesforce Licensing (February 2015)

Navigating Salesforce Licensing (February 2015)

Note: Salesforce.org changed their pricing, configuration, and naming for licenses. This blog post applies to older license types that are only available to organizations who had previously purchased them. For an updated version of this information, based on current license types, please see our June 2016 post on…

Continue reading →

Three Use Cases for Salesforce-based Mapping in Human and Social Services

Three Use Cases for Salesforce-based Mapping in Human and Social Services

Human and social services organizations often care about the geography of clients or services needed by clients. This can include picking up donated goods or finding the closest referral partner to a client’s home. I recently got to know Geopointe for a Dreamforce presentation. It’s…

Continue reading →

Where to find us at Dreamforce 2014

Where to find us at Dreamforce 2014

The Bigger Boat team will be out in force at Dreamforce this week. For those who don’t know, Dreamforce is Salesforce’s annual conference in San Francisco. There are over 7,000 nonprofit attendees registered for the event! Here are a few of the places to look…

Continue reading →

Understanding what you’re getting into with Salesforce

Understanding what you’re getting into with Salesforce

Many of the biggest hurdles organizations face when implementing Salesforce are not about technology at all. In fact, they are much more about the approach the organization takes towards the process overall. Our friend Sam Dorman has created an excellent Getting Ready Playbook that’s available for…

Continue reading →

Four Keys to Scaling a Nonprofit Solution

Four Keys to Scaling a Nonprofit Solution

At Dreamforce 13 a group of us pulled together a panel to share our collective experience building and scaling Salesforce applications for the nonprofit sector. This post is a collaborative effort of Alex Bernadotte from Beyond 12, Zach Goldstein from Health Leads, Tiffany Eng from…

Continue reading →

6 ways you should be using Chatter

6 ways you should be using Chatter

When Salesforce first introduced Chatter, we were a little skeptical. Did we really need a “social” tool to communicate with our team of five? But it turns out that Chatter has been a great way for us to communicate all the non-pressing things that used…

Continue reading →

Making the team

Making the team

We’re ready to dive into the project! Of course we want to hear all about your data. We want to learn about your programs and the specific fields you are hoping to bring over into Salesforce. We love to see the reports that would make…

Continue reading →

Reports and dashboards and graphs…oh my!

Reports and dashboards and graphs…oh my!

This summer the Salesforce Foundation provided a number of new reports and dashboards for the Nonprofit Starter Pack (NPSP). If you haven’t look at them or considered installing them, you should. There are 5 new dashboards and 47 new reports. I’d like to highlight a…

Continue reading →

Page 5 of 7 ← First ... 3 4 5 6 7