“Just like many other nonprofits Rainbow Center needs to be able to track not only each unduplicated individual who comes to the Center every year but also how many times they visit. With the program designed by Bigger Boat not only are we able to track those numbers for grant and internal metrics but it…
HomeKeeper is a Salesforce-based system for affordable homeownership organizations. It combines a day-to-day program management system with a shared measurement system. It is currently in use by over seventy organizations across the country. This post shares the history of how the HomeKeeper system came together over many years. The story is of local impact and taking social change…
Salesforce.org (and Salesforce.com) recently changed their pricing, configuration, and naming for licenses. This blog post reflects these changes. Through the Power of Us program, Salesforce.org provides a great benefit for every qualified 501c3: a grant for 10 Lighting Enterprise Edition licenses. They also provide a significant discount for licenses needed beyond those 10. Even with…
Console makes it easy to quickly navigate through lots of records, enter case notes, reconcile donations, and more. Console users can move more efficiently through Salesforce than is really possible in the standard interface. This means that console can turn your users into superstars at Salesforce and superstars at their jobs! In console, records can…
Last Monday was the best day I have ever had at a Salesforce event, and I’m so excited about what this community holds. At the opening plenary of the day’s Nonprofit Starter Pack Sprint, hosted by the Bay Area Nonprofit User Group (and the United Way of the Bay Area donating an incredible space), Ryan Ozimek…
Choosing the right database platform for a human services organization is a critical decision. In our experience, Salesforce is an excellent choice for a wide range of human services organizations. Salesforce combines ease of use and ease of administration with powerful features to report and analyze data, manage security, and automate workflow. Eliminates data silos The Salesforce…
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 Healing Center is a grief-support community for adults, children and…
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 will connect all of our staff (who operate in 20+…
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 happen. And if you don’t have an admin, or you’ve…
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. The Nature Conservancy has taken an innovative approach to solving…