Tag Archives: Database Admins

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 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 it out over on her blog, A Researcher’s Diary!

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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How Can Nonprofit Data Admins Best Serve Their Orgs?

Everyone’s in rapid response mode right now.

Nonprofits are scrambling to keep their programs running. On a personal level, many of us are bracing for what’s to come with this pandemic. So it’s really no surprise that the org database is the last thing on anyone’s mind…except for us.

By “us”, I mean anyone who leads on data or systems thinking for a nonprofit: database coordinators, Salesforce admins, accidental admins, data managers, and the lot.

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