In the dynamic world of nonprofit management, the effectiveness of your programs hinges not just on what you do but on how well you measure and manage the outcomes of your efforts. Effective outcome ...
Power up your List Views
Get the most out of Lightning now!
This presentation covers basic features of the Lightning list view that you can learn to command and tips for sharing these with your end users. We cover some intermediate features of list view for use by you, the administrator. And we give some pointers to some advanced features of list views that can keep your organization running with increasing optimality!
NPSP Reporting Workshop – Let your data speak! (2 Hour Format)
Sharpening your Data with Reporting
NPSP Reporting – Let your data speak! (1 Hour Format)
Unsleash the power of your data with reporting!
Becoming a Salesforce Administrator
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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Reports that Work
This presenation helps with creating reports you don’t have to do much
Crawl Charts (Cumulative Year on Year Graphs)
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Reusable and Efficient Visual Flow Design Patterns (aka “Fun with Flows”)
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NPSP on a Shoestring
Advice on why I love NPSP as presented at Dreamforce 2015.
This video features advice from me and two other all-stars about using Salesforce on a shoestring. It was recorded at Dreamforce 2015. We presented it twice. The overall message was you trade time for money in all cases. There is lots of general getting started on a shoestring and encouragement for the budget conscious (tiny or big) in this video. You are welcome to ask questions (@streetyouth).
I use the following shoestring applications as part of my Salesforce organization (all available on the Salesforce App Exchange):
- Nonprofit Starter Pack 3.0 (I still use the Household Object but will migrate when time allows.)
- Volunteers for Salesforce. Huge fan!
- Apsona is my preferred data manipulation
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