Tips, Opinions & Notes from our Team

Distilling our knowledge, experiences, and resources on a wide range of digital, technical, nonprofit, and advocacy topics.

Filtered Best Practices

Managing Duplicates

by Jess Manvell | June 27, 2024

From bugs in your home to duplicate records in your Salesforce, Jess is here to tell you how to remedy the situation.

Best Practices, CRM, Salesforce, Training

Defeating Zombie Spreadsheets

by Kai Addae | June 14, 2024

Our Senior Consultant, Kai, details how to make the transition to your new Salesforce CRM smoothly, ensuring that no zombie spreadsheets rise from the dead.

Best Practices, CRM, Salesforce, Training

Why We Joined PledgeNoHate.tech

by Saige Silverman | May 6, 2024

Earlier this year, we joined PledgeNoHate.tech as a founding member. With threats to democracy on our minds, we believe in the power of teaming up and using technology as a tool for good!

Advocacy, Best Practices, Percolator Love

Web accessibility

by Karen Uffelman | April 18, 2024

How to make sure your online content, volunteer options, fundraising features, etc. aren't hidden from the audiences you're trying to reach.

Best Practices

Primer on Unique Identifiers

by Drew Piston | March 19, 2024

Our Senior Consultant, Drew, wrote about unique ID's in Salesforce, data migration between databases, and what to keep in mind when deduping data.

Best Practices, CRM, Salesforce

Low code is just the ticket for virtual event integration

by Barbara Christensen | July 20, 2021

Its mid-2020 and your organization will be delivering its programming virtually for the near future.

Best Practices, CRM, Integration, Salesforce

Thinking about Salesforce admin certifications?

by Jessica Townsend | March 12, 2021

Whether you are new to Salesforce or have been using it for years, you might be wondering if it is worth your time to pursue a Salesforce Administrator Certification.

Best Practices, CRM, Salesforce, Training

Salesforce housekeeping to do in quarantine

by Kellen Johnson | May 15, 2020

This is the perfect time to put it to use for housekeeping of your Salesforce instance, either on your own or in partnership with a consultant!

Best Practices, CRM, Salesforce

Tales from the trenches: three database admins explain why they love their jobs

by Kellen Johnson | October 17, 2019

We notice that behind each of our most data-driven clients is a database admin who loves their job.

Best Practices, CRM, Salesforce

What's happening with Salesforce Lightning in January?

by Barbara Christensen | September 12, 2019

Did you get an email from Salesforce, REMINDER: Critical Update for Lightning Experience ? Are you full of questions?

Best Practices, CRM, Salesforce, StepUp

Read About our Work with Ceres

by Kellen Johnson | January 1, 2019

Ceres is a sustainability nonprofit. But they do things differently: theyre making a business case for sustainability by organizing influential investors.

Best Practices

Discovering Your Hidden Engagement Pyramid

by Barbara Christensen | June 11, 2018

This week, Barbara presented at The Digital Nonprofit conference in Vancouver, BC. She took the room on a journey into the wilds of creating an engagement strategy.

Advocacy, Best Practices, Engagement Strategy, Fundraising