Tips, Opinions & Notes from our Team

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

Filtered Salesforce

New from Salesforce: Nonprofit Cloud

by Karen Uffelman | May 23, 2023

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.

Salesforce

Percolator's Digital Advocacy and Salesforce report - 2.0!

by Jasmine Woods | October 21, 2022

This update has been a big project as the field has changed significantly since we last published.

Advocacy, Salesforce

Connecting Salesforce to your email inbox

by Jasmine Woods | May 27, 2022

Cirrus Insight Integration or Salesforce Integration - Which is right for you?

Integration, 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 Parctices, 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 Parctices, 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 Parctices, CRM, Salesforce

Sacred Heart Community Service Coronavirus Response

by Kellen Johnson | May 15, 2020

Sacred Heart Community Service is one of the leading Silicon Valley Human Services Agencies in the fight against poverty.

CRM, Engagement Strategy, Percolator Love, 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 Parctices, 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 Parctices, CRM, Salesforce, StepUp

Salesforce, Digital Advocacy Platforms, and Nonprofits, Oh My!

by Kellen Johnson | August 8, 2018

As a social change organization, making your supporters voices heard is an important part of what you do.

Advocacy, Engagement Strategy, Salesforce

What Happened at Dreamforce 17

by Barbara Christensen | November 14, 2017

At Dreamforce 2017 last week, Percolator enjoyed time with clients, celebrating women in tech, and learning these tips for admins and engagement superstars!

CRM, Percolator Love, Salesforce

Percolator at NTC 2017

by Karen Uffelman | April 14, 2017

We were at NTC 2017 last month, were you? Team Percolator gave two presentations about Salesforce integrations that engage...and won some pool.

Percolator Love, Salesforce