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Dialing it in.

Look below for our thoughts and tips on the many ways to dial in your data (and more).

Our thoughts and stories

Customer Exclusives, Nonprofits, NPSP, Salesforce

New for Dialed In Data customers: Donor Statements App

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.

01/21/2025Read More
Uncategorized

Meet Jax

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…

09/29/2023Read More
NPSP, Salesforce

Setting up NPSP Address Verification

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…

07/13/2023Read More
NPSP, Salesforce

Where to Learn to “Admin”

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…

03/02/2023Read More
Thoughts On Life

I’m still here! (And a little on work-life balance)

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’…

01/14/2022Read More
Nonprofits, Salesforce

Job Opportunities in Tacoma!

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…

01/10/2020Read More
Nonprofits, Salesforce

A Job Opportunity in Seattle

We recently learned of another job opportunity in Seattle with Youth In Focus – an organization using photography to empower youth to experience their world…

01/08/2020Read More
Nonprofits, Salesforce

Sharing a local job opportunity

A beautiful thing about the nonprofit Salesforce community is all the connections you make. I met Jennifer N. of Businesses Ending Slavery & Trafficking (BEST)…

11/19/2019Read More
Nonprofits, NPSP

Do-It-Yourself Year-End Tax Letters

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…

08/27/2019Read More
Salesforce

I completed a new certification – and you can too (if you want)

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…

06/26/2019Read More
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