Tag Archives: Data Management

8 Questions to Help You Audit Those Database Automations

Automations are like magic to end-users. They can make their lives easier, without their knowing why!

But for the admins who build them, they can feel closer to rocket science. So it’s no wonder that some orgs take a set-it-and-forget-it approach. Why fix what isn’t broken?

Except with automations, you never want to wait for something to “break” to get your attention. Should the wrong thing crash, that can cost you financially, in data quality, and certainly time.

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9 Nonprofit CRM Cleanup Projects to Tackle This Summer

Gang, I think it’s safe to say: this is not your typical summer.

Coronavirus continues to run rampant in the country (if you’re in the US). We’re still somewhat in a lockdown, and things are a little chaotic!

Still, I’ve always found summer to be the best time to slow down and get organized. That’s especially true when it comes to the database: this is when I begin wrapping my head around all the projects I keep putting off!

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How to Set Up a Naming Convention for Your Nonprofit CRM

If you’re reading this, then deep down, you know it’s time.

The database has gotten out of hand with people entering data any which way. Let’s fix that and talk naming conventions. =D

A naming convention simply dictates how a record gets named in your system. In the grand scheme of things, it’s a tiny process-cog in the larger data machine.

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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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