Tag Archives: Salesforce

20 Things Every Nonprofit Database Admin Can Understand (with GIFs)

Credit: Giphy

Some of us may love the work, but maintaining your team’s database isn’t always easy! For anyone who’s ever served as as a nonprofit database manager (and for those folks who have ever worked with that person), here are 20 things that have likely crossed our minds at some point in time.

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Salesforce Administrator certification tips

My Journey to Salesforce Admin Certification

Last September, I set a lofty professional goal. By 2018, I would get my Salesforce Admin certificate.

 

For background, I was hired to support our nonprofit constituents by being a face for our organization. My 3+ years of  database experience would be helpful, but I accepted this role because it wasn’t that.  It was a chance to be external-facing and build relationships, something brand new to me. Salesforce wasn’t part of the equation.

 

That lasted for about 6 months.

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10 Tips for Delivering A Staff Training When You’re NOT A Trainer

In the nonprofit sector, there’s this joke (sort of?) that we are prone to multiple-hat syndrome: instances when we’re asked to do things that fall outside of our job description, to keep things running smoothly. This summer, I’ve definitely fallen victim.

I’ve been tasked with getting my team up to speed on our new CRM software. Though I’ve played a big role in the setup and implementation (already complicated in its own ways), training others presents an ENTIRELY different set of challenges. Continue reading

Here’s the Deal with Salesforce and Nonprofits

I’ve worked with quite a few organizations that use Salesforce, and I’m even helping one organization transition to it now. After years of dabbling in the platform, I’ll quickly say this: I really do love it.

That’s not to say that the system is perfect, or even super intuitive to use. In fact, some of the complaints I’ve heard in the sector is that Salesforce can be clunky and complicated. Nonprofits just want to deliver on their mission and have the data they need to do it effectively. Why then, is Salesforce so difficult to figure out? Continue reading