Creating Salesforce® solutions for nonprofits

Creating Salesforce® solutions for nonprofits

Dec 13 @ 12:00 pm – 12:30 pm
WEBINAR: Introducing 501CaseManager @ Virtual
12:00 pm
We are excited to announce our new app, 501CaseManager! We created this app to simplify data entry for end users such as case managers and call center representatives. Track program participants through the lifecycle of[...]
Dec 15 @ 9:00 am – 12:00 pm
BOOTCAMP PLUS: DIY Data Migration @ 501Partners | Boston | Massachusetts | United States
9:00 am
Data migration simply means transferring a large amount of data from one place to another in a single operation. At some point, nearly every organization will need to migrate data. If you have an existing[...]
Dec 15 @ 1:00 pm – 4:00 pm
BOOTCAMP PLUS: Advanced Reporting @ 501Partners | Boston | Massachusetts | United States
1:00 pm
Learn how to choose, organize and present each of the most common reports that any nonprofit admin will use in this Salesforce Advanced Reporting workshop. Leave with the confidence to run the right report, correctly,[...]
Jan 5 @ 9:00 am – 4:00 pm
BOOTCAMP 101: Salesforce Training @ 501Partners
9:00 am
Are you a nonprofit that needs help understanding and implementing Salesforce, but lacks the skills and resources to take advantage of the platform’s power? If yes, we have a great event for you – our[...]

NEW NONPROFIT RESOURCE:
The Salesforce® Guide for Better Data

Helpful tips and diagrams that will save you time and frustration

Introducing our Newest Salesforce Solution

Latest Case Study

Silver Lining Mentoring

Read our most recent case study of Salesforce customization with Silver Lining Mentoring (SLM.) SLM empowers youth in foster care through one-on-one mentoring and life skills development. 501Partners customized a Salesforce solution that streamlined relationship-management processes, increased staff efficiency, and improved data access and analysis.

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Latest News

Managing the Departure of a User or a Super-User

It’s never easy having a colleague leave your organization, but after you throw the party and eat the cake, be sure to take care of her Salesforce account. Accounts are valuable. You don’t want someone who is no longer there taking one up. Above all, for the sake of security, you don’t want someone who has no defined connection to your organization having access to your constituents’ names and giving histories.

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