How to Create a User Manual For Your Database (7 Steps)

Alrighty! Who’s excited to talk user manuals? Just me? 😂

If you’re anything like me, then you agree that documenting processes & systems is essential for any nonprofit. And yet, end-user documentation (like manuals or guides) often falls to the wayside.

The reason for that is no mystery. It’s hard to find time, let alone even know where to start. Plus, will anyone actually read this thing when it’s done?

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The Quick & Easy Way to Manage Duplicates in Salesforce

If you’re a new Salesforce org, or one with a tight budget, make sure you know about duplicate record sets.

Duplicate record sets are a Salesforce feature/object that can detect duplicate records in your instance. They’ll appear as flags on individual records, and can also be included in reports.

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The Trick to Documenting & Explaining Any Complicated Tech Process

You ever find yourself trying to explain something technical to someone, and feeling as if you’re speaking another language?

Good. So it’s not just me.

Being in a technical role, and the only person who understands some parts of that tech, means I get the job of explaining to people why things work the way they do. I’m a nerd about bringing people into my work, so I’m happy to do it.

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10 Easy Project-Management Tips To Help You Work Better with Colleagues

Project-managing and working with colleagues waaaasssnn’t exactly easy before the crisis. So I’m imagining that for most of us, things feel much trickier.

I can happily spend hours working alone in a spreadsheet. And I have! But there’s an undeniable satisfaction that comes with being able to work with a bunch of people, to achieve an important outcome for your org and your mission. When that happens, it’s a great feeling.

And when that doesn’t? It’s usually a hiccup somewhere in the coordination.

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These are frustrating times – even in the small ways.

Gang. I know this is not the time to feel frustrated about the little things.

The world is going through an unprecedented moment of danger, grief, and loss. Our essential workers and first responders are doing some of the hardest work of their lives. We all know someone, personally or through loved ones, who is struggling or already lost to the coronavirus. Not to mention all the people we know who have taken severe hits financially, having lost their livelihoods one way or another.

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