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

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

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

A Beautiful Custom Volunteer Platform

by Karen Uffelman | March 3, 2017

Speaking of lovely integrations (because arent we always?), heres a story about a custom volunteer management platform we launched last year for the Washington Trails Association (WTA).

CRM, Integration, Percolator Love, Salesforce, StepUp

Play in Your Salesforce Sandbox!

by Chad Harris | October 11, 2016

I love the Road Runner cartoons! Somehow, the very fabric of space and time seems to twist and fold to the liking of this Jedi Master bird. But most of us can relate much more to our buddy Wile E. Coyote.

CRM, Salesforce

Hitting the Trail at Dreamforce '16

by Barbara Christensen | October 2, 2016

This week, Percolator will be trekking to San Francisco to learn, share knowledge, and play at Dreamforce, Salesforces annual event.

Percolator Love, Salesforce

Salesforce Integration Supercharges Dogwood's Organizing

by Barbara Christensen | August 31, 2016

When Dogwood Initiative needed to mobilize BC residents to reclaim decision making power over the air, land, and water they depend on, they turned to distributed organizing motivating and empowering champion volunteers to lead and organize others.

Advocacy, CRM, Integration, Salesforce

Essentials 5, Part 2: Evaluating Salesforce Intergrations for Nonprofits

by Chris McCullough | June 14, 2016

In a previous post, we talked about the qualities we look for in a good Salesforce integration: reliability, transparency, configurability, well-supported, and playing well with NPSP.

CRM, Integration, Salesforce

The quest: broadcast email & salesforce

by Chris McCullough | May 19, 2016

I have a (possibly unhealthy) obsession with broadcast email platforms that integrate with Salesforce. Im always searching for the email holy grail the right balance of power, usability, and reliability.

CRM, Integration, Salesforce

5 Essential Quantities of Great Salesforce Integration (Part 1)

by Matthew Scholtz | May 17, 2016

The vast ecosystem of 3rd-party integrations is one of the big reasons so many nonprofits use Salesforce.

CRM, Integration, Salesforce