Filtered Salesforce
Our Favorite Things about Salesforce
Our Project Manager, Paula, is part of a Salesforce Nonprofit User Group. Together, this group put together a list of their favorite things about Salesforce.
Equitable Data Collection: Data Stewardship and Analysis
This is the final installment of Percolator's Equitable Data Collection series. Join us as we discuss the ways to explore the data you've collected while maintaining privacy and security.
Equitable Data Collection: Best Practices for Demographic Questions
This is part three of Percolator's Equitable Data Collection series. Join us as we take a deep dive into asking the tough questions.
Equitable Data Collection: Designing for Your Audience
This is part two of Percolator's Equitable Data Collection series. Join us as we explore important considerations for accessibility, evolving language, and designing your survey.
Equitable Data Collection: Basic Principles
This is part one of Percolator's Equitable Data Collection series. Join us as we explore the how and why of data collection.
Data Collection - Do it Better!
Clients ask us all the time for guidance with their data gathering efforts, so we've put together a guide with best practices for accurate, equitable data collection.
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.