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Easy Volunteer and Client Sign-in

“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…

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Navigating Salesforce Licensing for Nonprofits

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…

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Getting Started with Salesforce Console for Nonprofits

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…

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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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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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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…