Blog

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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Connect: The New Way to Click & Pledge

Click & Pledge, the online donation tool for nonprofits that integrates with Salesforce, has really upped its game with a new platform called Connect. What Click & Pledge Does Well The functionality of Click & Pledge, both on the payment processing and on the Salesforce integration end, has always been superior. The money goes straight to your bank and the contact data goes right... read more

Pitfalls and Best Practices: How to Keep Your Salesforce Project From Being Doomed

Participants from our popular Salesforce Bootcamp for Nonprofits trainings will be familiar with an exercise we run called “Pitfalls and Best Practices.” In this exercise, we hand out sheets of paper to every participant, each piece with a different scenario on it. The students then must interpret the situation and use an anecdote to illustrate why it is or isn’t a good thing. We will often pass... read more

Click & Pledge Update: Is Your Domain Secure?

Click & Pledge, the online donation portal, has recently notified its users of a domain security update. Our clients asked us to advise them on how to respond to this. Fortunately, the solution is relatively straightforward. Like Salesforce, Click and Pledge is aware that it is passing on extremely confidential information like credit card numbers, names, and emails. Their email is a... read more

Salesforce Encryption Update: What You Need To Know

Salesforce has begun updating its security encryption standards, which potentially impacts any third party software that makes a real-time connection into Salesforce. Everything on the internet will be forced to be TLS1.1 compliant in 2018, but Salesforce has decided to go a year early. In order to ensure that your Salesforce will continue to work as smoothly and efficiently as always, we are recommending three actions: test your browser, update Outlook for Salesforce, and use third party compliant software. The full blog post lists the software that we have found compliant, and details our recommendations.

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Meeting Your Mission & Ours: Introducing Bootcamp PLUS Trainings

Like all of our clients, 501Partners is a mission-driven organization. We do the work we do because we want to support the vital services that nonprofits perform. And how do we do this? 501Partners provides nonprofits with tools to track outcomes and plan for the future in an informed way. Salesforce is our primary tool of choice to help accomplish this goal. For the last four years we have had... read more

New Name, New Features: The Nonprofit Success Pack

The Salesforce Nonprofit Starter Pack has been rebranded and renamed to the Salesforce Nonprofit Success Pack. Along with the renaming, Salesforce.org has released two new features, Engagement Plans and Levels. We are really excited about these two new features, primarily because we can see the value they add to the NPSP, and to nonprofits organizations. Here’s why the Nonprofit Success Pack... read more

Play in the Sandbox for (Salesforce) Safety

USE A SANDBOX TO AVOID COSTLY MISTAKES Did you ever have one of those moments where you wished that your life had an “Undo” button?  Of course you did! Maybe it was when you did something stupid, or when you crumpled a fender trying to squeeze into a parking place. Clients often assume that Salesforce has one too, and they blunder ahead without fear. The bad news is that Salesforce does NOT have... read more

Think Like Einstein: Unlock Salesforce’s Capacity

When I was a kid, one of the scientific-sounding myths that stuck with me was that the average human “only” employs 10% of their brain, while geniuses like Albert Einstein utilize up to 20%. If your organization is using Salesforce only as a development tool, you are only tapping into a very small percentage – perhaps only 10% – of your Salesforce capacity. It is easy to forget that... read more

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Upcoming Events

Sep
21
Thu
WEBINAR: Introduction to Lightning in the NPSP @ Virtual
Sep 21 @ 12:00 pm – 1:00 pm
WEBINAR: Introduction to Lightning in the NPSP @ Virtual

Salesforce has launched Lightning, an updated version of its best-in-class business database. Lightning has a dramatic look, but it’s more than just a new user interface–Lightning includes many technical updates to speed data entry and reporting. This webinar will focus on similarities and differences between Lightning and the familiar Classic versions, with a particular focus on accomplishing tasks commonly needed by nonprofit organizations.

Sep
22
Fri
Measure Your Mission @ 501Partners
Sep 22 @ 9:00 am – 12:00 pm
Measure Your Mission @ 501Partners | Boston | Massachusetts | United States

In this three-hour session, facilitated by Ellen Bass of the Capacity Institute and 501Partners’ Stefanie Archer, participants will learn how to create manageable and sustainable systems to evaluate, measure, and improve organizational and program performance.

Facilitators will demonstrate a process enabling attendees to build an outcomes management system to meet their organizational missions, adopt a model of continuous improvement, and use a data feedback loop:

  • Use benchmark tools to assess organizational effectiveness
  • Know how to determine which core data is necessary
  • Engage staff in a change process to implement the measurement framework in the organization

Who should take this workshop:
Any staff interested in improving program performance and outcomes—executive leadership, board members, and program, evaluation, and development staff.

About the presenters:
Ellen Bass launched and directs the Capacity Institute, which helps nonprofits build their performance management systems over two-years. Ellen has taught and coached staff from over 300 community programs on how to strengthen participant outcomes, programs, staff, strategy, partnerships, and fundraising.

Stefanie Archer is a Senior Salesforce Consultant at 501Partners. She has been involved with local nonprofits for the last 20 years, providing her expertise in building customized organizational systems for individuals, nonprofits and small businesses in the Greater Boston Area.

Sep
27
Wed
WEBINAR: Introduction to Lightning in the NPSP @ Virtual
Sep 27 @ 12:00 pm – 12:30 pm
WEBINAR: Introduction to Lightning in the NPSP @ Virtual

Salesforce has launched Lightning, an updated version of its best-in-class business database. Lightning has a dramatic look, but it’s more than just a new user interface–Lightning includes many technical updates to speed data entry and reporting. This webinar will focus on similarities and differences between Lightning and the familiar Classic versions, with a particular focus on accomplishing tasks commonly needed by nonprofit organizations.

Oct
6
Fri
BOOTCAMP 101: Salesforce Training @ 501Partners
Oct 6 @ 9:00 am – 4:00 pm
BOOTCAMP 101: Salesforce Training @ 501Partners

 

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 Salesforce Bootcamp 101 for Nonprofits!

At 501Partners, we’re experts at Salesforce and want to share our knowledge with nonprofits that are looking to use this powerful platform to improve operations.

 

 

By the end of the bootcamp you will know how to:

  • Process Contacts
  • Record Donations
  • Manage Tasks
  • Customize records
  • Import Data
  • Launch campaigns
  • Generate reports
  • Create Dashboards

Who Should Attend: Executive Directors, Development Staff, Admin Staff, Volunteer Coordinators, Program Directors

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What attendees have said about Bootcamp

“Overall, great job! Working while learning was extremely helpful. I was able to learn a lot that will make me stronger and more effective while using Salesforce.”

“I wish I had taken this class 1.5 years ago, it would have made my job a lot easier!”

“Thank you so much for a great workshop! I definitely learned a lot, and I look forward to diving into Salesforce and seeing what it can do for our organization.”

Paul, the presenter was awesome! The best part was that he was able to pause and answer questions, and then continue with his train of thought. He’s very easy to understand, and able to demonstrate on the screen how to actually do things, including when answering random questions.”

“Watching an experienced user use Salesforce really teaches you a lot more than just trying to read manuals or help pages on your own. It was also useful to hear how the other attendees use salesforce at their companies.”

Oct
18
Wed
WEBINAR: Introduction to Lightning in the NPSP @ Virtual
Oct 18 @ 12:00 pm – 12:30 pm
WEBINAR: Introduction to Lightning in the NPSP @ Virtual

Salesforce has launched Lightning, an updated version of its best-in-class business database. Lightning has a dramatic look, but it’s more than just a new user interface–Lightning includes many technical updates to speed data entry and reporting. This webinar will focus on similarities and differences between Lightning and the familiar Classic versions, with a particular focus on accomplishing tasks commonly needed by nonprofit organizations.

Oct
20
Fri
BOOTCAMP PLUS: DIY Data Migration @ 501Partners
Oct 20 @ 9:00 am – 12:00 pm
BOOTCAMP PLUS: DIY Data Migration @ 501Partners | Boston | Massachusetts | United States

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 database, you already have a substantial amount of development and program information. Entering all that information manually would take far too much time, so data migration is the solution. But data migration is useful in other scenarios as well, such as when you have a large event and collect a substantial number of new donors or program participants.

Successful data migration requires preparing the data in a format the Salesforce can accept. We will cover many time-saving techniques to make this process easier. We will also learn how to make migration easier by matching your data to Salesforce’s internal structure. Finally, we will use and compare three different free data migration tools.

Leave with the confidence and knowledge to:

  • Preparare data in Excel
  • Understand the differences between various data migration tools: Data Loader, Dataloader.io, Data Wizard
  • Execute simple migration: Contacts and Accounts
  • Execute Intermediate Migration, such as:
    • Migrating Donations and attaching the data to Accounts
    • Migrating Cases and attaching the data to Contacts
    • Adding Contacts to Campaigns through Migration
  • Execute Advanced Migration, such as using External ID’s to attach Donations to Accounts
  • Insert, Update and Delete with a data migration tool.

This morning workshop is offered in conjunction with the afternoon workshop, Mass Emailing with Salesforce. Register for one or both sessions.

All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement.

BOOTCAMP PLUS: Mass Emailing with Salesforce @ 501Partners
Oct 20 @ 1:00 pm – 4:00 pm
BOOTCAMP PLUS: Mass Emailing with Salesforce @ 501Partners | Boston | Massachusetts | United States

Bootcamp Plus: Mass Emailing with Salesforce

Automation is the key to getting the most work done with a small staff, and Salesforce includes automation tools that let your staff work at maximum efficiency, with the added advantage of taking many repetitive tasks off their plate. In this Bootcamp PLUS, we will explore using Salesforce to create automated emails that assign tasks, respond to requests, and pass information to the right staff person. Even better: your automated emails can be formatted and customized to respond to constituents as well! Finally, we’ll walk through integrating Salesforce with a third-party mass mailing tool to provide better control over your mailing lists. You’ll have hours back in your week after this workshop!

Leave with the confidence and knowledge to:

  • Create an Email Template
  • Automatically assign tasks, respond to requests, and forward information to the right staff person
  • Create a workflow (automation) to acknowledge a gift
  • Create a workflow to inform a gift has been made
  • Download and install the free connector for a mass emailing tool

All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement.

This afternoon workshop is offered in conjunction with the morning Bootcamp PLUS: DIY Data Migration. Sign up for one or both workshops!


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