Blog - page 5

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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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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