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...
Archive for category: Connected Families
Salesforce Requiring Multi-Factor Authentication (MFA) Starting February 1, 2022
Per Salesforce announcement, all Salesforce customers are contractually obligated to use MFA for direct and SSO logins to Salesforce products starting on February 1, 2022....
Sputnik Moment named Partner of the Year
June 4, 2021 [Phoenix, AZ] During the 2021 annual Unite partner summit, Salesforce.org recognized Sputnik Moment as the...
Why you need a Salesforce administrator
Is it important to have a dedicated Salesforce administrator? You bet. Here’s why you need one, what they’ll do, and who it should be. One...
Make Salesforce Intake Easier
Why the Intake Process is Such a Pain Human service organizations often struggle to capture information during their intake process, usually scribbling down important information...
How Salesforce Helps Track Parent Matching Activities
Can you easily answer the following questions about your P2P program? Where are the majority of my support parents located? What else can they support...
Easy Peasy Date Filters in Salesforce Reports
Do you need to run reports that show records that have 2 relative date filters? Say, all contacts that were created last year AND whose...
Clone Campaign Members with List Views (hack!)
One question I get a lot is how can I clone campaigns WITH campaign members. The...
Review and how to: Declarative Rollup Tool for Salesforce
One of the limitations of Salesforce I often run into is the inability to create rollup summary fields for lookups. If you’ve hit this wall...
Long live the NPSP
What do a human services organization like Parent to Parent of Georgia, an art organization like Art-Reach and a foundation like Blandin Foundation have in...