Categories
Blog Misc

Three Use Cases for Salesforce-based Mapping in Human and Social Services

Human and social services organizations often care about the geography of clients or services needed by clients. This can include picking up donated goods or finding the closest referral partner to a client’s home. I recently got to know Geopointe for a Dreamforce presentation. It’s a powerful tool for anyone who cares about the “where”…

Categories
Administrator Blog User Adoption

6 ways you should be using Chatter

When Salesforce first introduced Chatter, we were a little skeptical. Did we really need a “social” tool to communicate with our team of five? But it turns out that Chatter has been a great way for us to communicate all the non-pressing things that used to flood our inboxes or be yelled across the room.…

Categories
Administrator Best Practices Blog User Adoption

Six easy ways to optimize Salesforce for your nonprofit

Merriam Webster defines Optimization as an act, process, or methodology of making something as fully perfect, functional, or effective as possible. I don’t know of any CRM system that is perfect but we should always strive to make our system as fully functional and effective as possible. Here are six things that you can do…

Categories
Administrator Best Practices Blog User Adoption

Should you disable Quick Create for better Salesforce data integrity?

What is Quick Create?  Quick Create is the “new” button that appears in lookup windows or the Quick Create section in the sidebar on Account, Contact, Opportunity, or Lead tabs in Salesforce.   In the picture below, I was adding XYC Corporation to Dewey Duck’s contact record.  In the Lookup panel, I found that XYC didn’t…

Categories
Administrator Best Practices Blog Misc

Four tips to maintain an effective Salesforce backup

What would happen if a new workflow rule or trigger ran amok on your Salesforce data without it being noticed for weeks? Or if a well meaning intern accidentally wreaks havoc while doing data cleanup? Would you be protected? The good news is that Salesforce backs up your data. The bad news is that their…

Categories
Administrator Best Practices Blog Misc User Adoption

Why every Salesforce user needs their own license

Nonprofits who use Salesforce benefit from a generous grant: Each 501(c)3 gets 10 free licenses that provide access to features that cost business users thousands of dollars each year. Organizations with more than 10 users get a steep discount — about 75% off the regular price — for additional licenses. But even with that discount,…

Categories
Administrator Best Practices Blog

It’s Your Data: Have Some Integrity

Our data isn’t very good, people don’t trust it. I’m always cleaning data. When will it end? Why do organizations get to the point where they don’t trust or can’t act on their data?  Often the reason is poor data quality and integrity.   How does that happen?  There are a lot of reasons but the…

Categories
Administrator Best Practices Blog User Adoption

From the trenches: Salesforce user adoption tips and tactics

We are pleased to have Nicholas Merriam share his user adoption tips for a Salesforce implementation he oversaw while at Building Changes in 2011. Now Operations Director for Vittana, Nicholas is using some of these same techniques at his new organization. The Challenge Prior to implementing a centralized database, Building Changes used five databases and…

Categories
Administrator Blog

What a nonprofit Salesforce administrator needs to know — the basics

Congratulations! You are a new Salesforce Administrator at a nonprofit organization. As the Salesforce administrator, you are responsible for driving user adoption, providing training, and ensuring data integrity. You will also need to be a reliable go-to person for reports and help. This is a critical role in the organization that requires training and organizational…