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 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 ...
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 ...
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 ...
Enabling or Discovering Spring 2023 Top Challenges and Features – Part 3
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 ...