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 ...
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 ...
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 ...
Image Based Salesforce
A picture is worth 1000 words. Pictures are so easily taken with our mobile devices. Can pictures help us in Salesforce? I think the answer is yes, now and (with AI coming so fast) amazingly so in the ...
Top Changes for Power of Us Grant Holders (Small but Mighty) Summer 2023
It is worth noting that Industries Cloud is bringing out the new GrantMaking feature (which is shared by customers from the Public Sector and the non-NPSP based Nonprofit Cloud). This may not be of ...
Top Changes for Power of Us Grant Holders (Small but Mighty) Summer 2023
So it’s that time. Summer release notes are out and all billion pages (615 actually) can be found here with an easy HTML browsing side panel.
I review things that I believe are going to make a ...
Classifying Accounts and Contacts based on Underlying Data
How to ensure when a mailing goes out to donors that no clients in the program app are included but if a client is also a donor that individual should be included.
You can use the data that ...
Enabling or Discovering Spring 2023 Top Challenges and Features – Part 2
Enabling or Discovering Spring 2023 Top Challenges and Features
Part 1
The arrival of Spring ‘23 was apparently a tough one for many, including me. Software deployment by Salesforce didn’t go as planned or on schedule, and my instance got into a state where we weren’t ...