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The Best Salesforce Troubleshooting Secret: Login As User

Posted October 13, 2020



Salesforce has lots of great troubleshooting features. But this one completely takes the cake. Read more...


Story Time: How the Org Database Became My Career

A personal reflection on how taking on my org's database - as a side project - turned into a full-blown career. Read more...

Posted October 6, 2020 | Topics: Dee's Blog

When Nonprofit Tech Projects Stall, Part 1: Why It Happens

To anyone who's ever had a project unexpectedly lose momentum - let's chat. Read more...

Posted September 28, 2020 | Topics: Productivity

Spreadsheet Formulas You Need to Know, Part 1: The 6 Biggest Time-Savers

analysis blackboard board bubble

Even if you've never used formulas before in your spreadsheets, you'll be happy you scanned these formulas. They can save you hours of manual spreadsheet time. Read more...

Posted September 23, 2020 | Topics: Spreadsheets

How I Passed the Salesforce Advanced Administrator Certification Exam [2020]

My story about studying for the Salesforce Advanced Admin 301 exam, and the mistakes I made along the way. 😬 Read more...

Posted September 9, 2020 | Topics: Dee's Blog, Salesforce

How to Deliver Bad News to Staff Stakeholders

You can't make everyone happy! For those situations that get beyond our control, here are some tips for tactfully delivering bad news to your colleagues. Read more...

Posted August 4, 2020 | Topics: Productivity

8 Questions For Auditing Your Org's Database Automations

Whether it's your donor database, email marketing platform or other CRM - here's how to make sure those automated processes are serving your org. Read more...

Posted July 28, 2020 | Topics: CRM/Data

9 Nonprofit CRM Cleanup Projects to Tackle This Summer

Got some down time? Here are all the database projects we admins rarely have the time for, but that go along way in making our CRM & tech systems better. Read more...

Posted July 21, 2020 | Topics: CRM/Data

How can fundraisers & database managers best work together?

This week, I teamed up with prospect researcher Joan Ogwumike to share tips on what what makes for a great fundraiser/database manager working relationship. Check Read more...

Posted July 16, 2020 | Topics: Productivity

How to Set Up a Naming Convention for Your Nonprofit CRM

When staff are entering lots of data into your CRM system, a good naming convention is a must for certain records. Here's how to go about creating one. Read more...

Posted July 14, 2020 | Topics: CRM/Data

2 Tricks for Better Looking Google Sheets (in under 3 minutes)

If you've ever spent too much time trying to make a Google Sheet look nice, be it for your director or a board meeting....then this Read more...

Posted June 30, 2020 | Topics: Spreadsheets
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