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 »

Soft Credits and Donation Workflows - Two New Videos!

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

Donation Workflows in Salesforce

Donation Workflows in Salesforce
Video Length: 
12m:6s

In this video, we cover how Salesforce workflows can help your best relationship management process happen every time.

Soft Credits in Salesforce and the Nonprofit Starter Pack

Soft-credits-in-Salesforce
Video Length: 
7m:28s

Soft Credits in Salesforce and the Nonprofit Starter Pack covers how to recognize supporters for helping generate important contributions from a third-party.

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 »

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 »

Salesforce Training: Basic Activity Management

Salesforce-basic-activity-management-training-still
Video Length: 
17m:51s

A how-to training video on using Salesforce to track interactions between nonprofits and supporters. After watching this video you should be able to:

  • Use the calendar
  • Schedule calls, meetings and tasks
  • Link activities to Contacts, Accounts and Donations
  • Schedule calls to other staff members in your organization
  • Schedule recurring activities
  • Complete activities

Salesforce Training: Creating Custom Fields

Video Length: 
26m:33s

This video training shows how to create custom fields in Salesforce and the Nonprofit Starter Pack (NPSP).  Read more »

Salesforce Training: Managing Donations

Video Length: 
24m:29s

This training video shows how-to manage donations in Salesforce and the Nonprofit Starter Pack.  Read more »

Syndicate content