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Tag: Administrator Knowledge
Salesforce’s Enterprise Territory Management can provide a manageable and flexible security model for national nonprofits with locally focused staff.
This post by Tracy Kronzak was first published on the Heller Consulting website. This post is one of our favorites on the Salesforce administrator topic. Heller Consulting has graciously granted us permission to repost it here. If you want your nonprofit’s Constituent Relationship Management (CRM) system to function at its best, you need a good…
At Bigger Boat Consulting, we believe an empowered Salesforce admin is the cornerstone of a successful system. You may already know that an admin is critical for Salesforce adoption and in-house ownership of your system, but how do you actually ensure they’re ready once your implementation ends? Let’s talk about the value of admin coaching.…
Human services organizations commonly need to limit data access for staff members to their specific caseload and programs. Limiting this access provides necessary privacy safeguards and simplifies data management by allowing staff to see only the records they need. As a nonprofit Salesforce admin, you may have already set up some basic privacy settings and…
Guest Post: Mikayla (Jamie) Little is the Salesforce Administrator at Childhaven. Childhaven uses Salesforce to track program management, program enrollment, behavioral assessments, case management, and individual treatment plans. In this guest blog post, she shares how Childhaven uses Salesforce automation tools for attendance tracking. Childhaven is a child welfare agency that provides classroom-based therapeutic services…
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.…
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…
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tips for Backing Up Salesforce Data
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…