We specialize in good architecture, reporting, and Visual flow. Terry uses Salesforce in his own nonprofit org for newsletters, donors, volunteers, clients, impact analysis, reconciling accounting, ...  read more


Below are Terry’s video shorts as well as published Webinars or conference presentations. And don’t forget Terry’s NPSP Talk Series is on YouTube.

The entire Mightyforce.org ...  read more


Mightyforce is dedicated to the small-but-mighty, whether you are a lone wolf admin at small non-profits or an admin at a larger org who just needs the high return on investment. Nonprofit admins give ...  read more


Pardot First DonationAutomation From Salesforce Contact Record

We have defined an Engagement Studio program for first-time donors in Pardot. We want all contacts with emails to get on this program from Salesforce. 

Here is the plan:

  • Contact has a closed/won opportunity and so the Number of Household Gifts goes from zero to 1 at some point for all members of the household account. 
  • Pardot is configured to sync all new prospects that have donations more than zero. Note that preexisting contacts may not sync.
  • A Pardot automation rule watches for new prospects with 1 gift In the last 60 days who are not yet on the start list of the warming engagement plan program and adds them to the start list.
  • Engagement studio runs its course and adds the prospect to the completed list eventually.
  • Any older contacts who become donors are not in Pardot and may not be synced because they predate our Pardot Salesforce Connector. These flagged one a month in a Wall of Zero report and can be synced manually.

The Number of Household Donations ...  read more


We love to hear from you either as comments on our blog or through social media.

If your organization or career have been impacted positively by Terry’s work, he asks that you make a tax-deductive gift in honor of saleSalesforcehnology to Street Youth Ministry. One way to do this is paypal.me/StreetYouthMinsitry.