Blog

Starting from the Finish Line: Structuring Your Salesforce Instance

Using Salesforce successfully and efficiently long term depends on starting with a sturdy and adaptable structure. By strategically basing your Salesforce on your business processes, you can ensure proper and reliable data reporting and open a window into a high-level understanding of nonprofit organizational program outcomes, trends, financial benchmarks, and more. Building your Salesforce... read more

The Cloud Doesn’t Always Have Your Back: Backing Up Your Salesforce Instance

Effective Salesforce use is often as much about habits as it is about technology. Here’s a habit every time-strapped, cash-conservative nonprofit organization should develop sooner rather than later: backing up your work. True story: when I was in graduate school, I had a big paper due to the end of the semester. Like most students, I waited untill the night before it was due. For hours, I sat... read more

Using Excel for Nonprofit Data Migration

Thomas Edison famously said that “Genius is 99% perspiration and 1% inspiration.”  If he’d been a Salesforce user, he would have said, “Data upload is 99% preparation and 1% migration.” Data migration is the task of transferring large amounts of data into Salesforce from another platform. To accomplish this you will typically use Microsoft Excel or another spreadsheet program that allows you to... read more

Case Management in NPSP: A Hidden Gem

The case management functions of Salesforce are a hidden gem. These functions make any case manager’s work easier, more efficient and certainly more effective. The case management function offers a one-stop ability to track a client’s entire interaction with the organization. It is used for recording interactions between case management staff and program participants. Nonprofits that operate... read more

New Federal Poverty Guidelines Data Released, Free Salesforce App Updated

Updated for 2017 501Partners works with many organizations that need to know if their program participants are above or below the Federal Poverty Line. We created the Federal Poverty Guidelines for the NPSP App as an extension of the Nonprofit Starter Pack 3’s Household Account model to help nonprofits keep track of this information without having to look up the information in the federal... read more

Spring Cleaning for Your Salesforce Instance with the FieldTrip App

Spring cleaning doesn’t just mean rearranging your storage closet anymore – it means cleaning out your work life too.  Emptying your inbox, reinvigorating your website, and yes– decluttering your Salesforce instance– are all part of your spring cleaning routine. Streamlining your instance is easy and mess-free with the Field Trip app, free on the app exchange. Field Trip is an easy to... read more

Salesforce Email Alert Explained: Identity Confirmation Change with Spring ‘16 Release

If you received an email from Salesforce with the title “Identity Confirmation Change with Spring ‘16 Release,” you may wonder if it will affect you and the other Salesforce users in your organization. The answer is: this security upgrade requires a small amount of effort to remind Salesforce that you are a trusted user, but it isn’t too much work on your end. Salesforce has made this... read more

Managing Grants In Salesforce is A Snap with Nonprofit Starter Pack 3.0

Salesforce just made grants management a whole lot easier. Salesforce.org (formerly the Salesforce Foundation) has added grants management fields to the most recent edition of the Salesforce Nonprofit Starter Pack (NPSP), enabling greater efficiency of time and effort for managing your external grants. If you are a nonprofit or foundation, this is exciting news for your development director! If... read more

Mastering Click and Pledge Memberships with Salesforce

In a prior blog post about “How to Handle Memberships in the Salesforce Nonprofit Starter Pack,” we shared how to manually enter memberships into Salesforce, but what do you do if you have online memberships? Click & Pledge (C&P) a popular online donation tool that integrates excellently with Salesforce, can handle all of your online membership needs.  Click & Pledge enables... read more

New Upgrade To FormAssembly

If you use FormAssembly to manage your online forms, then you’ve probably noticed that it looks completely different. The new version, called “Gemini,” has been released to all current users. From our perspective, it is more of a user interface upgrade than a change to current functionality. One big plus is that FormAssembly has added a few new features around creating, filtering and editing... read more

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Upcoming Events

Jan
25
Thu
WEBINAR: Introducing 501CaseManager @ Virtual
Jan 25 @ 12:00 pm – 12:30 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 their engagement with your organization. From enrollment to service provision to participation in multiple programs, it allows your case managers to track critical engagements and capture outcomes.

Because it’s based on Salesforce, 501CaseManager provides powerful reporting across multiple data points. Another perk? You don’t need to have any knowledge of coding to edit and customize it for your organization.

 

Feb
2
Fri
BOOTCAMP 101: Salesforce Training
Feb 2 @ 9:00 am – 4:00 pm
BOOTCAMP 101: Salesforce Training

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

-x-x-x-x-

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.”

Feb
8
Thu
WEBINAR: RollCall & Attendance Tracking in Salesforce @ virtual
Feb 8 @ 12:00 pm – 12:30 pm

RollCall 3.0 is a custom solution designed by 501Partners. Developed with educators, trainers, and event planners in mind, RollCall makes attendance tracking in Salesforce a seamless process. Allow us to guide you through a demonstration of this product, which facilitates bulk attendance tracking and automation. RollCall allows for fully configurable attendance pages, customizable fields (including photos and links), automatic record creation and management, calendar integration, and mobile compatibility.

Feb
16
Fri
BOOTCAMP PLUS: DIY Data Migration @ 501Partners
Feb 16 @ 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 that Salesforce can accept. We will cover many time-saving techniques to make this process easier. You’ll learn how to make migration easier by matching your data to Salesforce’s internal structure. Finally, you’ll 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, Advanced Reporting 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: Advanced Reporting @ 501Partners
Feb 16 @ 1:00 pm – 4:00 pm
BOOTCAMP PLUS: Advanced Reporting @ 501Partners | Boston | Massachusetts | United States

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, and show your staff and board what’s happening now and what may happen in the future!

We will identify the type of information you’ll need from each report, learn how to select the report type, and ultimately how to present the data to others in your organization. We will also review the structure of Salesforce and its role in reporting so that you have a wide-angle view on building reports.

Leave with the confidence and knowledge to:

  • Create and Run Commonly Used Reports/Charts
  • Use Pre-built Reports in the Nonprofit Starter Pack (NPSP)
  • Build simple reports
  • Create Charts
  • Create and Run Tabular and Summary Reports
  • Manipulate Mailing Lists: Exporting Data to Excel
  • Export to Campaigns
  • Create Dashboards

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 half-day training is offered in conjunction with our early morning session: Bootcamp Plus: DIY Data Migration. Sign up for a single session, or both for a heightened Salesforce learning experience.


About Bootcamp Plus:

Our advanced Salesforce skills workshops are designed to offer a deep dive into one specific function of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with a foundational overview of the subject and walks you through active use cases to make the subject concrete and understandable. This training series is designed for hands-on learning and offers plenty of time for asking and responding to your questions.

All of our bootcamps are taught by our Director of Training, Paul Baxter.


A Few Details:

Please make sure to bring a laptop to the training. We do a lot of hands-on exercises. We also recommend using Chrome or Firefox browsers (Internet Explorer and Safari do not work well with Salesforce).

Note: Chromebooks and tablets are not recommended.

We are located above The Fours Restaurant on the 5th Floor. The closest T station is North Station (Orange or Green Line). Follow this link for more information about our location, including parking options: https://www.501partners.com/contact-us/directions/.

We will provide some coffee and snacks in the morning, and will give you a lunch break around noon to visit local restaurants.

Feb
22
Thu
WEBINAR: Introducing 501CaseManager @ Virtual
Feb 22 @ 12:00 pm – 12:30 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 their engagement with your organization. From enrollment to service provision to participation in multiple programs, it allows your case managers to track critical engagements and capture outcomes.

Because it’s based on Salesforce, 501CaseManager provides powerful reporting across multiple data points. Another perk? You don’t need to have any knowledge of coding to edit and customize it for your organization.

 

Mar
2
Fri
BOOTCAMP 101: Salesforce Training for Nonprofits
Mar 2 @ 9:00 am – 4:00 pm
BOOTCAMP 101: Salesforce Training for Nonprofits

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:

 

 

  • 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

-x-x-x-x-

What attendees have said about Bootcamp

“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.”

 


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