9 Resources Every Nonprofit Salesforce Admin Needs to Know

Nonprofit Salesforce Admin Resources

Are you the Salesforce Admin for your nonprofit? Was that always meant to be your role, or is it one you’re assuming because #multiplehats?

We have a phrase for those in the latter. We call you “accidental admins”, because so often that’s what nonprofit database administration is. It’s also how many of us got our start in Salesforce land.

Whether you’re in this for the long haul or desperately looking to break free, Salesforce can be overwhelming. It’s a a complex product, backed by a massive ecosystem. Where does one start?

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How to Plan & Organize Your Nonprofit’s Email Campaign

Employed for Good – Email Campaign

Getting ready to send out an email campaign on behalf of your nonprofit?

If there’s one task that unites most departments, it’s the email campaign. Volunteer managers, fundraisers, program & comms staff all need to email our respective constituents. Even the ops/ tech staff don’t get a break: they’re often the ones getting those lists together for us!

But more on that later.

The point is, whether this is your first campaign or your fiftieth, this doesn’t have to be chaos.  A good process never hurt nobody, and you’ll definitely need one to execute something this important.

There’s a method to this particular nonprofit madness. Let’s talk email.

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My Nonprofit Story: Part 1 of Who Knows How Many

castle from toronto

The nonprofit sector has been holding me against my will for the past 14 years.

You know how they say every joke has some kernel of truth? Well that’s true here. I’ve tried getting out of the nonprofit sector two times in my young adult life.

The first time was during my senior year of college. By that point, I’d held an internship at a nonprofit organization for over 5 summers. I also had a nonprofit work-study job, a 4 year stint with a local org doing client advocacy  work (by teaching people how to ask the right questions).

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How to Pick Your Battles at Work (Without Burning Bridges)

picking your battles


Working for a nonprofit organization, you learn how to pick and choose your battles.

There are the small ones, like deciding if you should say something to your teammate about their less-than-stellar proofreading. Or sending that email about keeping the office microwave clean!

But as you get further in your career, bigger battles fall onto your lap. You might find yourself convincing your org to implement new system, proposing a shift in how your org executes its mission, or even moral conversations around diversity and ethics.

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7 Reasons Your Nonprofit Will Want to Move to Lightning

Lightning Dashboard Example

Okay, nonprofits. It’s time to move to Salesforce Lightning.

I know you love (or at least tolerate your disdain) for Salesforce Classic. I get that the idea of switching sounds like a nightmare! But surely you knew this was coming.

In case you’re a Salesforce admin who somehow hasn’t heard, Lightning is the newest Salesforce interface. Without intending to sound like a gimmicky salesperson, Lightning is the way of the future for Salesforce customers.

I mean really. We’re going from this…

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How to Find & Pitch Your Next Conference Trip

Finding Conference – Post

For the ambitious nonprofit professional, conferences are the way to go. A conference can be a great opportunity to expand your skills,  build your network and learn new knowledge to propel your organization forward. As someone who personally loves learning, they really are my jam.

That said, not all conferences are made equal. And not all employers are jumping to send us there.

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