Get Your Data Right For The Year Ahead

Happy New Year, Non-Profit Nation! Following the rush and stress of year-end fundraising, now is a great time to start dreaming about the year ahead and what you might want to accomplish for your org.
Undoubtedly, some of those tasks on the to-do list probably involve your Salesforce data. Maybe it's cleaning up those records from year-end donors, or importing data from that spreadsheet that's been sitting on your desktop for three months. Whatever the challenge, I've got some more data loading how-to coming your way, to get you started in 2014. Read more »

Salesforce Data Loading: Keep Your Data Clean and Updated

I am a self-confessed data nerd. Not the kind of data nerd that pours over spreadsheet after spreadsheet of info, but the kind of data nerd that spends a lot of time thinking about the best way to store, migrate, and clean data for optimal use. Read more »

Mass Edit and Mass Update

As you might imagine, we do a lot of salesforce data management work and we have a bunch of tools that we use to help us including, but not limited to Data Loader, Workbench and CRM Fusion's DemandTools.   Some of these tools can be a pain to set up or a bit lacking in the ease-of-use department, so for smaller data tweaks and updates, you might find these tools to be a bit unwieldy.  Read more »

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