Filtered Salesforce
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.
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.
New from Salesforce: Nonprofit Cloud
You may have heard that Salesforce recently rolled out a new product offering for nonprofits. It's called the Nonprofit Cloud. Is it for you? Maybe in the future, but probably not yet.
Percolator's Digital Advocacy and Salesforce report - 2.0!
This update has been a big project as the field has changed significantly since we last published.
Connecting Salesforce to your email inbox
Cirrus Insight Integration or Salesforce Integration - Which is right for you?
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!
Sacred Heart Community Service Coronavirus Response
Sacred Heart Community Service is one of the leading Silicon Valley Human Services Agencies in the fight against poverty.