Soft Credits and Donation Workflows - Two New Videos!

Today we release two more videos in our series on Managing donations in Salesforce. Read more »

Customize Donation Tracking in Salesforce

September brings a change of seasons in more ways than one.  For fundraisers, the summer of planning is over and end-of-year fundraising begins. As part of this transition, Forcify.me is happy to release two new videos for the fall that help nonprofits customize how donations are tracked in Salesforce. Read more »

Salesforce Dashboards: Leading Indicators of Success

In the lives of Development Directors, the ability to see trends in the performance of fundraising, marketing or communications efforts is a big deal!   Read more »

New Training Series: Nonprofit Data Models in Salesforce

In this our latest release the team at Forcify.me tackle one of the more complex and nebulous questions related to Salesforce and the Nonprofit Starter Pack: which Salesforce data model is right for your organization? Read more »

Series: Data Models

What I love about Matrix reports

Forcify.me has launched a new training video on Salesforce Summary and Matrix reports for nonprofits!  Frankly, I'm exhausted from the effort so I'll dive into the recent archives for a blog post on why these reports can be so incredibly useful for nonprofits.  Enjoy!


Development Directors get three consistent questions from the Executive Director and Board of Directors: Read more »

New Training Video: Report Filters in Salesforce

Jackson River and Forcify.me are pleased to announce the newest addition to our Salesforce Reports & Analytics Video training series. Report Filters in Salesforce covers how to use one of the core features of this incredibly powerful CRM product for nonprofits. Read more »

New Training Video: Basic Activity Management in Salesforce

Forcify releases the first training video in a new series on Activity Management in Salesforce
  Read more »

New Salesforce Training Video: Basic Reporting for Nonprofits

Forcify.me is pleased to make available the first video in our new Salesforce training series on Reporting & Analytics.  
  Read more »

How-to Group Salesforce Campaigns

We got a good question the other day about using Campaign Types and Campaign Hierarchy. These two features are essentially used to help you group Salesforce campaigns for reporting purposes.  Read more »

Use Cases for Roll-up Summary Fields

Recently we had a user ask for some more real-world use cases of Roll-up Summary Fields.
 
One example would be when a donor is on the phone to discuss this year's donation (!). Having quick access to some fast facts can be a great help as you have this conversation.  Roll-up summary fields on that individual's contact record can provide you with data such as: Read more »

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