Terry Cole collaborated with Salesforce.org staff on how to become an administrator at a nonprofit. Become an “Admin Trailblazer,” too!
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Becoming a Salesforce Administrator
Reports that Work
This presenation helps with creating reports you don’t have to do much
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Using GConnector to get your data out of the silo!
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Using Dashboards as Documentation of Tasks
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The Humble Volunteer Hour Data Structure
How I have used Volunteers for Salesforce in many unexpected ways
Volunteers for Salesforce (V4SF) is a very nice package. While it’s a separate product from NPSP, it comes with every NPSP organization ...
Financial Custom Object
Include financial data (budget and actual) alongside your other dashboard elements.
I wanted to show my board our financial progress on a dashboard along with donation year on year reports. All I really ...
Using Salesforce to Manage a Print Newsletter
First of all, this is far from managing everything. Really all we’re doing is recording subscriptions, removing subscriptions, maintaining addresses, and generating mailing database. The content ...
Using a Campaign to Manage a Newsletter
How I use a campaign to manage my newsletter subscribers. Note that an external email program is still required, such as Vertical Response.
I use Vertical Response but I manage my newsletter subscription ...
Crawl Charts (Cumulative Year on Year Graphs)
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Getting Started with NPSP Webinar
This video shows how I got started with NPSP doing all the work internall with one person. It wasn’t fast but it was effective for us. I also share documents that served as our spec for the phased ...