Blog

#ProjectPlayback: NPSP Implementation for a Community Development Nonprofit

#ProjectPlayback is a series of articles reflecting on projects that I've lead. This article explores implementation of NPSP.

Mastering the Art of No

As a Salesforce administrator or support staff, we are often asked a wide range of questions and requests. These can come from all levels...

What’s the Value of an Admin?

Someone asked at the local Salesforce nonprofit community group meeting yesterday “In the future, will there still be a need for admins...

Walking the Talk

Often, I come across requests that I know I can figure out myself, but I don’t yet have the experience to feel confident implementing it...

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Certification Tips and Tricks

So you want to be Salesforce Certified? There are a few things I recommend doing to set yourself up for success: 1. Determine your...

Are You Certifiable? Why and How to Get Salesforce Certified

You might be a new admin, or maybe you’re a super user who wants to learn more. Maybe you’re looking for ways to break into a tech...

What Should I Do Before Committing to a New CRM?

Making the leap to a new CRM can be a big decision. No matter which CRM you choose, there are some things every organization should do...

Thinking About Getting Salesforce? What to Consider Before Choosing a New CRM

If your organization hasn’t yet made the switch to Salesforce, there’s a good chance you’ve at least considered it. I get a lot of...

Why Do I Love Salesforce?

I started using Salesforce many years ago when I worked for a small education startup. Back then, I could do little more than print some...