It’s an honor to serve the amazing Salesforce community, especially advocating for those nonprofits wanting to adopt best practices to be small but mighty!
Code Builder
Code builder is a virtual development environment in the cloud. I primarily want it to define fields faster, potentially change sharing of list view and reports (when we’re ready), and to explore ...
Using Primary Campaign in Pardot Dynamic Lists
We are streamlining to decrease the cost of sending out donor updates so we can do more segmentation with the same cost. We’re trying to use more standard tools and standard features since they have ...
SYM Empty Profile Creation
We are going to enable some login users with very restricted access. These are volunteers or interns. In order to do this we are going to start with an empty profile. Regrettably we have inadvertently ...
SYM Publicity Volunteer Permission Set Group
We want a volunteer to be able to log into SF and edit everything that is in SF that appears on our web from the Salesforce Experience Cloud (although not the actual Experience Cloud yet). At the moment, ...
Top Ten Spring 2024 for P10
My purpose in writing: to help admins at small nonprofit to hold P10 licenses to keep up with the best features, not waste time, and not feel behind the curve when it comes to updates.
I spent several ...
Gift Entry on the Go
I frequently tell people they probably can’t beat the efficiency of the Gift Entry tool (in NPSP or NPC) in terms of cost. It’s a desktop only tool that is keyboard focused. I use it ...
Unpacking Winter 24 for Power of Ten License Holders
My purpose in writing is to provide support to small organizations who primarily rely on Power of Ten license grants, which is ten free licenses to qualified organizations of Enterprise Edition. There ...
Winter 2024 Preview for Power of Us Grant Recipients
It’s that time: Winter ‘24 is about 8 weeks away for most of us. These days a lot changes between preview and release, and increasingly parts of the release dribble out late. Therefore, it’s harder ...
Summer 2023 Configuration Top Features
So the release occurred in my org on Jun 9. Lots to unpack. My goal is to create a list of must-do and nice-to-have advice for small nonprofits who have the Power of Ten license grant. I only review ...