If your org has extra time to commit to Salesforce while working from home, this is the perfect time to put it to use for housekeeping of your Salesforce instance!
Salesforce Housekeeping to do in Quarantine
Tag: Salesforce
Tales from the Trenches: 3 Database Administrators 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. We interviewed them to find out what their organizations get right.
What’s Happening with Salesforce Lightning in January?
Does Salesforce's email "REMINDER: Critical Update for Lightning Experience" have you worried you're about to be struck by lightning? You don't need a faraday cage, just a plan!
TrailheaDX 2019- First Impressions
Are you a nonprofit admin or developer wondering if TrailheaDX can help you improve your skills, connect with important allies, and improve your nonprofit’s engagement technology? Barbara's report from TDX19 has the answers...and astronauts!
Salesforce, Digital Advocacy Platforms, and Non Profits, Oh My!
As a social change organization, making your supporters’ voices heard is an important part of what you do. Since shouts from a soapbox only travel 50 feet, it’s likely that you’re going to need a strategy to amplify their message. Giving out free megaphones might be out of your budget range; you’re going to need …
Six Technology Policies and Processes Every Nonprofit Needs
Too often nonprofits manage technology from one emergency to the next, on a tiny budget, so technology policies may never cross their minds. But written technology policies are worth it. They will help you clarify your organization's approach to tech, set expectations for staff, and handle staff growth and turnover.
What happened at Dreamforce 17
At Dreamforce 2017 last week, Percolator enjoyed time with clients, celebrating women in tech, and learning these tips for admins and engagement superstars!
Percolator at NTC 2017
We were at NTC 2017 last month, were you? Team Percolator gave two presentations about Salesforce integrations that engage...and won some pool.
A Beautiful Custom Volunteer Platform
Speaking of lovely integrations (because aren’t we always?), here’s a story about a custom volunteer management platform we launched last year for the Washington Trails Association (WTA).
Play in Your Salesforce Sandbox!
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. The only law that seems to cater to Wile E. (and us) is Murphy’s …
Hitting the Trail at Dreamforce ’16
This week, Percolator will be trekking to San Francisco to learn, share knowledge, and play at Dreamforce, Salesforce’s annual event. You’ll find us camping at the Salesforce.org Lodge to hear how you turn followers into champions, checking out tech and strategy sessions, and meeting with nonprofits about our engagement tracking app, StepUp. Want to meet up? …
Salesforce Integration Supercharges Dogwood’s Organizing
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. When they needed all the tools they rely on for distributed organizing to integrate instead of get in …
Essential 5, Part 2: Evaluating Salesforce Integrations for Nonprofits
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. But evaluating those qualities can be difficult. Even seemingly simple integrations are quite complex under the hood. Often, you won’t find problems until you’ve been using it for a …
The Quest: Broadcast Email & Salesforce
I have a (possibly unhealthy) obsession with broadcast email platforms that integrate with Salesforce. I’m always searching for the email holy grail — the right balance of power, usability, and reliability. When I heard in September that Campaign Monitor was launching a new Salesforce integration, I had to take a look. I’ve always liked Campaign …
5 Essential Qualities of Great Salesforce Integrations (part 1)
The vast ecosystem of 3rd-party integrations 1 is one of the big reasons so many nonprofits use Salesforce. There are integrations for everything from broadcast email and SMS messaging to online donations and advocacy. A good integration is incredibly valuable: it will put data at your fingertips, save you time, and help you make better decisions …