Our customers now have access to an application built for emailing donors/customers an itemized list of transactions from a particular date range. We were thinking these would be great for year-end donor statements, but they can also be used to send statements after an auction or other event.
He’s been on the team for nearly a year now, it’s high time I formally introduce Jax! Jax joined the team as a Salesforce Administrator Apprentice in October of 2022. A Tacoma native, Jax graduated from Lincoln High School in 2020. With the help of Trailhead (he’s a Ranger with...
With the addition of Address Management for the Household Account Model to the Nonprofit Success Pack (NPSP) some years ago, it became quite easy to add address verification to your Salesforce org. This helps clean up/standardize addresses, which is especially useful when you have information feeding into Salesforce from outside...
You may see the term “Accidental Admin” in a lot of the Salesforce communities and resources out there. It’s a real thing – a lot of people become the Salesforce administrator for their organization by default, not intentionally. And I’m here to say there is nothing wrong with that (at...
Hi, Jillian here. I think I will always be working on my time management skills (and on not overextending myself), but one of the ‘victims’ of my time management has been the lack of posts in this blog. It’s about time I changed that. Rumpelstiltskin (left) & Frank (right). This...
We’re always excited about opportunities in our hometown. As we understand it, these positions will include work with Salesforce at a great nonprofit organization. Safe Streets, an organization that supports neighbors and youth who want to make their communities safer and stronger, is seeking an Administrative Assistant (their most recent...
We recently learned of another job opportunity in Seattle with Youth In Focus – an organization using photography to empower youth to experience their world in new ways and make positive choices. They are seeking a few positions, including a Database Assistant who would work with their Salesforce org. You...
A beautiful thing about the nonprofit Salesforce community is all the connections you make. I met Jennifer N. of Businesses Ending Slavery & Trafficking (BEST) at a Seattle Nonprofit User Group meeting earlier this year, and enjoyed learning more about her and BEST and how they were leveraging Salesforce. Jennifer...
Create letters with giving statements using only Salesforce, Excel, and Word I attended my first NPSP Day in Seattle this year (if you haven’t been to an NPSP Day, I highly recommend checking it out). Activities included a “Speed-Geeking” session (similar to speed-dating, but with demonstrations of cool apps, Salesforce...
I completed and passed the Nonprofit Cloud Consultant certification exam today. After weeks of studying and preparing, I felt that wonderful, blissful feeling when the exam results page showed I passed! Woohoo! I felt so excited, I decided this could be one of my first blog posts. I’m going to...
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