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.
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...
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...
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