A checklist, for that one aspect of Giving Tuesday that doesn’t get discussed enough.
Hello! Consider this your friendly reminder that Giving Tuesday is only 7 weeks away.
Some orgs prep for this day months in advance. So if your org defied the odds of 2020 and already has a complete plan, I tip my hat to you.
But if that’s not your org, don’t worry. That’s why we’re talking about this now.
Continue reading “How to Organize Your Marketing Ops for a Successful Giving Tuesday”
Have you ever looked at a spreadsheet and thought “where do I even begin?”
Sometimes it’s a file we inherit from someone else in our org. Other times, it’s a data entry project turned disaster. Either way, our sector is no stranger to the messy spreadsheet.
Continue reading “VIDEO: How to Clean a Messy Spreadsheet in under 10 min”
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 is for you.
Continue reading “2 Tricks for Better Looking Google Sheets (in under 3 minutes)”
Sandboxes are a must-know for any Salesforce Admin, in any sector. Here’s the short version of why you should use them and how to start.
Friends. I have a confession to make.
Some of you know I’ve been a Salesforce Admin at my org for a few years. But for the majority of that time, I made a common rookie’s mistake.
Continue reading “Why You Should Use Salesforce Sandboxes (& How to Start)”
End-user documentation is an important, albeit daunting, task for any database professional. Here are some tipsto help you get started.
Alrighty! Who’s excited to talk user manuals?
Look, I get it. But if you’re like me, then you agree that documenting processes & systems is essential for any nonprofit. It’s just a matter of finding the time to do it.
Continue reading “How to Create a User Manual For Your Database (7 Steps)”
Duplicate record sets can be a low-lift, high-impact feature for maintaining your org’s Salesforce data. Here’s why you should set them up ASAP.
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.
Continue reading “The Quick & Easy Way to Manage Duplicates in Salesforce”