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 as a field on a donor’s Contact record in Salesforce…
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 filtering that report to information relevant to that particular record. In the Classic UI, this was (and still is) pretty easy to achieve.…
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 through the project we introduced a new business development component.…
Today’s guest post is by Matt Eldridge. Matt served as IslandWood’s Senior Vice President. IslandWood’s mission is to inspire lifelong environmental and community stewardship. They do this through events and programs at several facilities, including their flagship 250-acre outdoor learning center on Bainbridge Island in Washington. IslandWood uses Salesforce to help their team manage events,…
In Part 1 of this case study, we shared with you how we built a system for affordable housing developer BRIDGE Housing that tracks complex funding compliance requirements and boils them down to helpful visual indicators. Today we expand on that story and share how we replaced a paper-based class attendance system with a tablet-based…
Salesforce has been a game changer for our work. Usually when we get notice of an audit, we have just 2-3 weeks to prepare. I needed that amount of time to pause all other work and focus on wrangling years of data to produce a report- a report that determines future funding streams worth millions of…
Supporting Families Together Association (SFTA) is a statewide association of child care resource agencies and family resources agencies throughout Wisconsin. SFTA helps these agencies by providing program management, organizational development, systems building, and professional development services. This project focused on a tool for the eight participating child care resource agencies. This tool also provides aggregated…
Did you know Bigger Boat has been a Certified B Corporation since our first year of business? We don’t talk about it much. Not because it’s not important to us, but because we would strive to run a socially conscious business even if the B Corp Certification didn’t exist. We are thankful for how the…
You’re a nonprofit effectively using Salesforce and the Nonprofit Starter Pack 3.0 to manage your donor relations and constituent communications. You’re looking at the next step for your connected nonprofit, and you want to bring some form of programs management into the database. Maybe you want to track direct service delivery, or you want to…
What would happen if a schedule-triggered Flow ran amok on your Salesforce data without it being noticed for weeks? Or if a well-meaning intern accidentally wreaks havoc while doing data deduplication? Would you be protected? It’s essential to take responsibility for backing up your data. One of the most straightforward ways is to create a…