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Summer ’16 Release Highlights for Nonprofit Admins

Summer ‘16 is a treasure trove of great stuff. Don’t take our word for it — definitely make the time to dig into the full release notes! But before you go, here are our quick picks for the things that will make nonprofit admins’ lives awesome on June 4 or 11. Global Picklists have been…

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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…

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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 makes managing your deployments easier and lets you think about…

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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: Email alerts on Tasks and Events — How was this…

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Administrator Blog

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 else. A few weeks before the event, a friend from…

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Administrator Blog

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 guests to an event actually donated and which ones did…

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Blog User Adoption

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 a ton of really awesome, beautiful stuff in this release…

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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 reading them and if you have some of your favorites,…

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Blog Misc

Top 5 Quick Picks for Nonprofits from the Summer ’15 Release

The preliminary Release Notes for Summer ‘15 came out late last week. We’ve had a quick look through and found a few things we think nonprofits and their admins should be very excited about! Prepare to be empowered, #awesomeadmins! These new features aren’t nonprofit-specific, but based on our experience, we think nonprofits will find them…

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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. This can quickly feel overwhelming and even frustrating, especially if…