On May 2nd, Salesforce unveiled the newest addition to their Nonprofit Cloud: Nonprofit Cloud for Grantmaking! As of 7/18/2023, it has been officially released. If...
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Nonprofit Cloud for Grantmaking: What You Need to Know
You have probably seen or at least heard of the announcement by now: On May 2nd, Salesforce unveiled the newest addition to their Nonprofit Cloud:...
Salesforce Nonprofit Cloud
On 3/14/2023, Salesforce announced a significant shift of all their nonprofit products. As a reminder, Salesforce has many products geared towards nonprofits: NPSP for Constituent...
Salesforce foundationConnect
UPDATE: May 1, 2023 Salesforce released a preview at the May 1 foundationConnect user group that the retirement of foundationConnect will be officially announced later...
How to enable state and country picklists
Are you having trouble enforcing consistent State and Country values in your Salesforce instance? Maybe you have validation rules set up but they don’t always...
How to delete spam from your Salesforce instance
If your Salesofrce instance is connected to your website (for users to sign up for your newsletter, make donations, or register for events) chances are...
Mass data updates in Salesforce: Demand Tools vs. Apsona
Often times Salesforce administrators will come to us with the question “How can I mass update my data in Salesforce?”. Technically speaking, mass-update capability is...
FoundationConnect: How to Add Instructional Text
Another helpful tutorial video about FoundationConnect, our favorite Salesforce solution for managing the grantmaking lifecycle. In this video, I review how to add instructional text...
FoundationConnect: How to Create a New Field
FoundationConnect is our favorite Salesforce solution for managing the grantmaking lifecycle. It's a paid app (discounted for nonprofits) created by NPower that essentially sits on...
Quick Tip: Make formula fields work for you
Are you a super admin who wants to learn more about the awesome capabilities of formula fields? Check out this session from Dreamforce that will...
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