Filtered Best Practices
Managing Volunteer Waivers
Client Success Manager, Jessica, takes a deep dive into managing your volunteers' waivers- reviewing some of the special considerations needed for volunteers under 18 years old.
Top Tools to Track Legislative Data
Not all tools provide access to the three levels of legislative data. Take a look at what Jessica had to say about the considerations to make when picking the right tool for your CRM.
Advocacy, Best Practices, CRM, Engagement Strategy, Salesforce
Managing Duplicates
From bugs in your home to duplicate records in your Salesforce, Jess is here to tell you how to remedy the situation.
Defeating Zombie Spreadsheets
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.
Why We Joined PledgeNoHate.tech
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!
Web accessibility
How to make sure your online content, volunteer options, fundraising features, etc. aren't hidden from the audiences you're trying to reach.
Primer on Unique Identifiers
Our Senior Consultant, Drew, wrote about unique ID's in Salesforce, data migration between databases, and what to keep in mind when deduping data.
Low code is just the ticket for virtual event integration
Its mid-2020 and your organization will be delivering its programming virtually for the near future.
Thinking about Salesforce admin certifications?
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.
Salesforce housekeeping to do in quarantine
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!
Tales from the trenches: three database admins explain why they love their jobs
We notice that behind each of our most data-driven clients is a database admin who loves their job.
What's happening with Salesforce Lightning in January?
Did you get an email from Salesforce, REMINDER: Critical Update for Lightning Experience ? Are you full of questions?