Blog

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 typing away. As I  reached the final page, the lights in my apartment flickered. Power outage. The lights came back on, but you can guess what happened to my paper. I hadn’t saved any part of it along the way, so I paid the price of of re-typing the whole thing. “But wait a minute,” I hear you say. “Isn’t Salesforce in the cloud? Doesn’t my account get backed up on servers from Kansas City to Kuala Lampur? Why would I have to back it up manually?” True, Salesforce is in the cloud. True, it’s backed up automatically to different servers. But this is also true: when you make large changes to your Salesforce data, you’re stuck with the “last, best” version of your data. Even when it isn’t doing what you need it to do and you want to go back to the data set before that “last, best” version.  If that large change doesn’t turn out as envisioned, you’ll want to have your very “last, best” version of your data to fall back on when those large batch changes don’t quite work out. To be assured that you always have that version, always backup your data before loading a new app, doing a large data migration, or any other operation that will significantly change your data. You can back up( or in Salesforce language, export) your data in two ways: on demand or regularly. Here’s how:       Setup → Data Management → Data Export       Click Export Now →    Click Start Export (Click check boxes as appropriate)       Go to email for link to exported file         Download the file and save it in a safe place where you can access it again.  We recommend scheduling regular Exports to maintain data integrity.  To schedule regular updates (we suggest weekly), click “Schedule Export” and set the day and time you want the updates to occur:   By following these steps and setting up regular updates, your data is always the most recent... 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 create “common-separated value” or CSV files.  In this blog we will review some of the commonly used tools that are built into Excel to make it easier to prepare your data BEFORE you mass-migrate it into Salesforce, ensuring that the data you migrate is as accurate as possible.  After all, you don’t need to be a genius to know the expression, “Garbage in, garbage out”! NAMES MUST BE STORED IN SEPARATE CELLS Some database products expect you to put a person’s full name into a single cell.  Salesforce, however, requires that the First Name and Last Name be separated.   BEFORE: Name Buzzina Lightyear Destiny Husband Adam Levine Kelly Preston   Before you start trying to copy and paste each last name separately into a new cell, try this: Excel Tip: Text-to-Columns Use Data | Text to Columns to separate data into two columns:   Create an empty column to the right of the Name column (Select | Insert Columns) Select the Name column Click Data | Text to Columns Click “Delimited” For Delimiter Select “Space” (Tab is default) Click Next and Finish If you get an error message that Data is Already There Click OK Rename fields as “First Name” and “Last Name” AFTER: First Name Last Name Buzzina Lightyear Destiny Husband Adam Levine Kelly Preston   FIXING UPPER AND LOWER CASE For good or ill, Salesforce does not have a mind of its own.  Therefore when it’s time to print out mailing labels for the annual appeal, the names will appear on the envelopes just the way they appear in Salesforce: BEFORE: First Name Last Name Jennifer Aniston BRAD PITT aNGELINA jOLIE To make the case of your records consistent use the following function: Excel Tip: =PROPER If your data is not consistent as regards case, you can fix it in Excel with the =PROPER formula Create blank column to the right of the relevant data column Type “=PROPER(“ into empty cell at top of column (under title row) Select first data item in... 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 call centers, drop in centers, shelters, and client services use this convenient tool for tracking client engagement and progress throughout the lifetime of the client’s interaction with the organization. The fields on the Cases object allow a case manager to track a client’s progress to a pre-defined goal.  Salesforce contains features that make it easy to enter and update records of client interviews and to report on these. It even allows case managers to record the outcome, allowing colleagues to search for guidance in similar situations. Want to know how to unlock this gem?  Follow these steps to begin setting up case management features in your Salesforce account: The Cases Tab: If the Cases tab is not already visible in your Salesforce instance, you can reveal it by clicking the “+” on the right side of the tab bar. Once you’ve done that, click the Orange button “Customize my Tabs” and add it to the Selected tabs column. (see image) You will also need to use “Edit Layout” to add the Cases Related List to the Contact Object, as explained in the image. Creating a Case: The purpose of Cases is to record interactions with constituents.  Therefore you will typically begin with the relevant Contact record.  Scroll down to the bottom of the record and click “New Case.” A Case contains three sections: Case Information that will auto-populate based on the related Contact. Additional information, including picklists that can be edited to meet your organization’s needs. Subject and Description fields to indicate the topic and specific case information.  This is a long text field (32,000 characters!  Enough to write War and Peace!).   Recording the Progress of a Case: In addition to creating a Case, you can maintain follow-up information in the same record. Every time new information is entered into the Description field, the date that it was entered will be captured.  The progress of the case is tracked on the Case History Related List, at the bottom of the Contact record (see image) Closing a Case: When an issue is... read more

New Federal Poverty Guidelines Data Released, Free Salesforce App Updated

Updated for 2017 501Partners works with a lot of organizations that need to know if their program participants are above or below the Federal Poverty Line. We created the Federal Poverty Guidelines App for Salesforce 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 tables or manually compute a percentage.   The US Government has released its annual guidance on the federal poverty levels, and we’ve updated the Federal Poverty Guidance spreadsheet used in our app to reflect the 2017 guidance. If you installed our app in 2015 or 2016, please update your data to stay current with the latest government guidelines. To update, first delete the old data from custom settings: Go to Setup->Develop->Custom Settings Click on “Manage” next to “Federal Poverty Guidelines” Click “Delete” to clear out the prior year levels Then upload the new data into the same custom settings: Download the 2017 Federal Poverty Guidance spreadsheet and save it to your computer Go to dataloader.io and log in to production Salesforce Choose “New Task” Choose “Import” Choose “Insert” Find “FederalPovertyGuidelines” in the object list and click “Next” Upload the 2017 Federal Poverty Guidance spreadsheet that you downlaoded in step 1 All of the fields should auto-map, so click “Next” “Save and Run” and you’re done! The app is a quick-and-easy way for case managers, development professionals and administrators working with clients to calculate a household’s percentage of the Federal Poverty Guidelines. It’s our commitment to you to continue to update the app when new federal poverty guidelines are issued, and to support this app for the nonprofit Salesforce... 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 install, easy to use app that allows you to run reports of your records, effectively cleaning out unused fields. The FieldTrip analyses measure which fields your organization fills out consistently, and which ones are usually left blank. Armed with this valuable information, you can delete any field that goes unused from your objects, or focus on  filling them out. How to Use Field Trip After you’ve downloaded Field Trip, you can begin a new report by going to your new Field Trip tab. Click “New Field Trip,” then give your report a name. Finally, select which API you want to analyze.   Once you’ve completed these actions,  click “Save and Analyze.” This may take some time depending on how many records you have. You do not need to keep this screen open while the report processes. When Field Trip is done processing, you may view the results through a regular report. Go to your reports tab and create a new report. The report type is called “Field Trip with Field Analysis.” Click “Run Report.” Understanding at Your Field Trip Analysis Your Field Trip report will display  two columns, “Populated on” and “Populated on %.” The data within each column represent the hard numbers and the percent of total records that contain the specific field you analyzed. Next Spring Cleaning of Your Salesforce Instance Will Be Even Easier Field Trip gets even easier, too! Next time you want to reanalyze the same fields, visit this exact report and press “Analyze again.” Field Trip enables you to systemize your Salesforce for the highest efficiency with minimal effort, and ensures that you can stay efficient over... 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 change to increase data security by ensuring that only the registered user has access to an account. It does this by keeping track of the cookies in your computer’s browser. Cookies are unique to a particular machine, so a person can only login automatic​ally by using the same machine that they have used previously. Any Salesforce user will still be able to access his or her account from any computer. However, before doing so you will have to retrieve an access code that will be sent to the email address attached to their account. By entering the code you can access your account. Salesforce will remember the cookies from the new machine as well as from the previous one. How much you will be affected depends on how you and other users access Salesforce.  Those of you who always access Salesforce from the same machine will not notice any difference at all. People who are more likely to be affected are those who access their Salesforce accounts from multiple computers. This would include, for example, case managers or others who work at several sites and do not carry a laptop with them from place to place. However, once a user accesses Salesforce from the same set of computers over time, Salesforce will remember all the relevant cookies and no longer require that the user retrieve the access code. If this is not adequate, you may add “trusted IP ranges” to your Salesforce account to ensure that Salesforce recognizes and allows access via all the computers that users login with. There are three simple ways to reduce the number of identity prompts: Add trusted IP ranges to user profiles, change browser privacy settings to save cookies for Salesforce sites, and set trusted IP ranges for your organization. The screenshot below, taken from Salesforce’s mini-video about its changes to identify verification, explains in detail how to reduce the number of identify verification prompts. For more information on cookies or trusted IP ranges, contact your... 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 you’ve begun using the Salesforce NPSP in the past year, you’ll notice that the grant management features automatically show up in your layout, as featured in the screen shot below. With the new field additions, you can track all of your grants and their progress from start to finish. Every time there is a change in your grant stage, it is documented in a chronological history at the bottom of your page. It’s also worth noting that it is possible to customize your stages. Grant management fields are completely new, and now that we have them there’s no pressing need to create additional custom fields, though that is still possible. If you don’t see the new fields, or want to create more custom fields, it is easy enough to add them by following these steps: Click Edit Layout Select the grants management fields you’d like to see in your opportunity and drag them to the layout box. Done! Two Things We Love About the Grants Management Fields: Requested Amount Tracking and Multiple Payment Tracking Development directors will surely love the “Requested Amount” field. This is a particularly helpful tool to use for comparing the amount requested versus amount received when reporting. Your finance department will love being able to track multiple payments and pledged payments in the “payment information” field. For example, if you receive a grant but not as a lump sum, grants can be tracked and scheduled as multiple payments. There are two ways to easily track multiple payments. You can designate a payment as “pledged” or create linked Donation payments. To track pledges, specify in the “payment information” section that you’ve received the first payment, then go down to “schedule a payment” and schedule the remainder of payments you’re expecting. To track multiple payments as linked opportunities, create new opportunity for each payment and then link them together with the previous grant opportunity. The advantage of the linked opportunities option is that each payment will always show up together on the opportunity page. Either method is great... 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 organizations to accept donations, sell merchandise and accept memberships all online. The Click & Pledge administrative portal views Salesforce an extension of its portal. The integration posts data in real time to your Salesforce account with over 70 reports and 10 dashboards. 501Partners is a Click & Pledge official partner, which allows us to waive the $20/month fee for our clients, as well as reduce the transaction rate and cost. In this blog post, we address some of the complexities of associating C&P online memberships with Salesforce. While this is a step-by-step explanation, it does assume familiarity with both C&P and Salesforce. How to integrate Click & Pledge with Salesforce Integrating Click & Pledge with Salesforce is standard, but some aspects may vary for each organization. For example, the type of opportunity record type created or how it looks up a contact in SF may differ. The Salesforce integration can be customized, based on an organization’s individual needs. Follow these steps for seamless Click & Pledge integration with your Salesforce instance. First, create a checkout page specific for memberships. We’re able to create a checkout page specific for memberships and control what Salesforce opportunity record type gets created when a payment is submitted through Click & Pledge. When we create the specific checkout page for memberships and someone submits a membership payment, this creates a membership opportunity record for either a new or existing contact in Salesforce. (C&P also has the ability to look up whether a contact exists or not based on specified criteria. One may either attach the opportunity to an existing contact, or create a new one.)  Create a new membership page in C&P. Within the settings tab, set the SKU to equal “MEM” (for membership). Back in Salesforce, open up C&P settings and on the left hand side, you’ll see a tab that says “Opportunities.” Select that. Scroll down until you see a section labeled “Record Types.” This is where you can control which opportunity record type C&P creates when an online donation or membership fee is submitted. Type... 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 reports. For those of you who live on your mobile device, you can now access your form settings and responses right from your phone. If you use FormAssembly with Salesforce, you know it connects the information submitted through a form with your Salesforce account. FormAssembly adds submitted information into multiple types of records in Salesforce  – at once. It is a wonderful app for nonprofits that collect contact information online, with FormAssembly doing all the hard work behind the scenes. Nonprofits use FormAssembly to collect information through forms on potential and current volunteers, students, members, newsletter subscribers, and more. FormAssembly reports these upgrades: Look & Feel: FormAssembly has cleaned up and modernized the interface. It’s a fresh revamp that works well on your Retina and 4K screens. Reports: Improvements in how you can create and edit reports. You can now drag and drop columns, filter results, and more. Mobile Friendly: The Form Manager is now fully responsive. Access form settings and responses right on your phone or tablet. It seems the main difference will be how it looks, but will still have the same functions (plus a few more). Form Assembly has written an explanatory article and released a video (on the same page) explaining how to navigate the new interface. For example, the edit button is now the configure button, and your listing of forms looks different (see screen shot, below). You should not lose ANY forms or data with the upgrade, and will enjoy new reporting functionality. If you are using the old version, and have chosen to keep the old interface for a while longer, the old interface will officially retire on March 1, 2016. Another great resource is the FormAssembly website. FormAssembly has a live chat feature (click on the speech bubbles in the lower right corner), and has always been very responsive on chat. Enjoy! Please feel free to reach out to any of our Salesforce consultants if you have any questions about the new... read more

Express Grants: Training Reimbursement for Nonprofits from the Workforce Training Fund

As a non-profit executive, you know that your most vital asset is your employees. In a time where you face constant challenges in technology and funding, training is essential for maintaining the effectiveness of this critical resource. Rarely does an opportunity to enhance your employee’s skills and expertise crucial to your organization present itself in as easy and generous manner as it does with the Workforce Training Fund. The Commonwealth Corporation, in conjunction with the Department of Employment and Training, offers an opportunity for qualified nonprofit agencies to receive training in a wide variety of disciplines at 50% savings. The Workforce Training Fund’s Express Grants Program is aimed at small to medium sized agencies (100 or fewer employees), particularly those that would be unable to offer training to their employees otherwise. The program is restricted to agencies that support the Workforce Training Fund by paying into the Commonwealth of Massachusetts’ Unemployment Insurance program. We’ve added a page on our website devoted to explaining the Workforce Training Fund Express Grant Program. It includes a program overview, nonprofit eligibility explanation, a link to view approved courses, additional resources, and a downloadable step-by-step guide to applying for a Workforce Training Fund Express Grant. Download the step-by-step guide to get started. Agencies must apply and have its course selections approved ahead of time. The agency pays the full amount of tuition to the training provider. After the course is completed, the agency may apply for 50% reimbursement of the total amount, up to a limit of $30,000 agency-wide or $3,000 per employee, per calendar year. To see what courses are available, consult the training directory. 501Partners has several approved offerings in the directory, including its popular Salesforce Bootcamp for 101 for Nonprofits (course #1107797) for beginning Salesforce users and Salesforce Bootcamp 201 for Nonprofits (course #1107886) for intermediate users.   Reward your employees with better tools to help them do their jobs. Reward your agency – board, constituents and clients — with a more skilled and motivated staff. Apply to the Workforce Training Fund Express Grants Program to boost the skills and confidence of your staff and help launch your organization into great success. Find out how to apply for a Workforce Training Fund Express Grant... read more

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Upcoming Events

Sep
6
Wed
Salesforce as Your Development Hub @ virtual
Sep 6 @ 12:00 pm – 1:00 pm
Salesforce as Your Development Hub @ virtual

Join us to learn how to maximize Salesforce for fundraising, marketing, and event operations. Learn best practices for integrating Salesforce with external platforms like MailChimp for constituent management, and Click & Pledge for online giving, events, and donation reporting.

Sep
8
Fri
BOOTCAMP 101: Salesforce Training @ 501Partners
Sep 8 @ 9:00 am – 4:00 pm
BOOTCAMP 101: Salesforce Training @ 501Partners | Boston | Massachusetts | United States

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.”

Sep
15
Fri
BOOTCAMP PLUS: Salesforce Advanced Reporting @ 501Partners
Sep 15 @ 9:00 am – 12:00 pm
BOOTCAMP PLUS: Salesforce 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 Bootcamp Plus: Salesforce Admin Toolbox. 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.

BOOTCAMP PLUS: Salesforce Toolbox for Admins @ 501Partners
Sep 15 @ 1:00 pm – 4:00 pm
BOOTCAMP PLUS: Salesforce Toolbox for Admins @ 501Partners | Boston | Massachusetts | United States

Salesforce Toolbox for Admins

Many organizations find having a Salesforce system administrator on site to be advantageous, not to mention cost-effective. This half-day training is designed for the relatively new nonprofit Salesforce admin who wants to be a confident user of the most helpful and frequently-used Salesforce functions. You’ll leave knowing how to administer Salesforce to support your program, organization, and staff data needs. Come ready to practice adding, ask your questions, and learn alongside your peers.

We will walk through active use cases, and discuss some of the most commonly-asked questions about nonprofit Salesforce system administration. Finish the workshop with confidence and the ability to:

  • Add and Remove Users
  • Create a Company Profile
  • Edit Profiles
  • Use Data Securely
  • Export Your Data Safely and Efficiently
  • Merge Contacts and Accounts
  • De-duplicate Contacts Without Stress

This workshop is offered in conjunction with Bootcamp Plus: Salesforce Advanced Reporting. Sign up for a single session, or both for a heightened Salesforce learning experience.

Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Contact us at (978) 232-9200 if you have any questions about this requirement.


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.

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

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

-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.”

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.


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