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, ...
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
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 ...