Today, we’re diving into Volunteers for Salesforce (V4S) – a volunteer management app that sits on top of Salesforce NPSP.Continue reading “Volunteers for Salesforce (V4S): What it Does, Why it Works & How to Get it”
Background: I’m working with an org to help them get Volunteers for Salesforce up and running. So I did what any well-intentioned Salesforce volunteer would do. I went to Trailhead, since it wasn’t something I had implemented before!
Scenario: Using my own developer org (free, personal Salesforce instance), I walked through the following Salesforce Trailhead modules, in this order:Continue reading “Volunteers for Salesforce (V4S): Troubleshooting the Volunteer Job Signup page”
Salesforce has lots of great troubleshooting features. But this one completely takes the cake.
When someone comes to you with a Salesforce issue, what’s the first thing you do to troubleshoot?
If you asked me this question 4 years ago, my answer would not have been great.
User issues were a chore when I was a new admin. First, I’d need to go back & forth with the person, just to fully understand what was happening.
Then, I’d realize the solution was hidden somewhere in the Narnia that is Salesforce Setup. When you’re not as familiar with Setup, that can feel like trying to find a needle in a haystack.
All this to say…Salesforce troubleshooting is tricky! There’s more to it than what I can fit into 500 words.
But one feature that I LOVE has helped me effectively troubleshoot for years. So I’m making sure you know about it.
Meet your new best friend in Salesforce Setup: Login As User.Continue reading “The Best Salesforce Troubleshooting Secret: Login As User”
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)”
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”
The coronavirus is hitting our sector hard. And as a Salesforce Admin, I’m thinking about what we data/tech peeps can do to best serve our orgs right now.
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.Continue reading “How Can Nonprofit Data Admins Best Serve Their Orgs?”