Tag archive for Best Practices

Using custom metadata to provide flexibility in a managed package

Using custom metadata to provide flexibility in a managed package

We previously shared the details of PROVAIL’s supported employment managed package. That app needed flexibility to support different program models. Here’s how this was built into the package. Managed packages are Salesforce’s method of installing and distributing custom applications. Salesforce managed packages lock in certain…

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Tracking Training and Technical Assistance

Tracking Training and Technical Assistance

We have worked with a number of organizations that provide training and technical assistance to member organizations. One example is Children’s Advocacy Centers who support dozens of local agencies. These local agencies provide direct support to children who are victims of abuse. The goal of…

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Investing in Nonprofit Measurement and Learning

Investing in Nonprofit Measurement and Learning

Investing in a Salesforce administrator is a key factor for an organization to be successful with Salesforce. But what about someone who is also thinking strategically about how the organization is measuring their work and learning from the data? Lauren Shaughnessy serves in exactly that…

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Anatomy of a successful Salesforce project: Enhabit

Anatomy of a successful Salesforce project: Enhabit

The competence and demeanor of our Bigger Boat team were absolutely critical to the project. They would really listen. The were never disagreeable but could tell us what would and would not work. Their process provided structure while being flexible to our changing needs. Mid-way…

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The Power of Investing in Your Team: A Salesforce Staffing Benchmark Study

The Power of Investing in Your Team: A Salesforce Staffing Benchmark Study

Today’s guest post is by Matt Eldridge. Matt served as IslandWood’s Senior Vice President. IslandWood’s mission is to inspire lifelong environmental and community stewardship. They do this through events and programs at several facilities, including their flagship 250-acre outdoor learning center on Bainbridge Island in…

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Bigger Boat Recognized as a B Corp 2016 “Best for the World” Honoree

Bigger Boat Recognized as a B Corp 2016 “Best for the World” Honoree

Did you know Bigger Boat has been a Certified B Corporation since our first year of business? We don’t talk about it much. Not because it’s not important to us, but because we would strive to run a socially conscious business even if the B…

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Should your nonprofit look at Salesforce Service Cloud and Cases?

Should your nonprofit look at Salesforce Service Cloud and Cases?

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…

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Easy Volunteer and Client Sign-in

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…

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The History of HomeKeeper: From local impact to national shared measurement

The History of HomeKeeper: From local impact to national shared measurement

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…

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Navigating Salesforce Licensing (June 2016)

Navigating Salesforce Licensing (June 2016)

Salesforce.org (and Salesforce.com) recently changed their pricing, configuration, and naming for licenses. This blog post reflects these changes and is an updated version of our previous licensing post. Through the Power of Us program, Salesforce.org provides a great benefit for every qualified 501c3: a grant…

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