Tag Archives: Social Sector

6 Spreadsheet Formulas You Need to Know, Part 1: The Basics

analysis blackboard board bubble

Have you ever spent hours on a spreadsheet & thought “there has to be a better way”?

Then I’ve got bittersweet news. There probably was!

When I started using spreadsheets 6 years ago, I thought they were glorified Microsoft Word Tables. Except they were finicky and I could never get them to look right. 🤷🏻‍♀️

I didn’t realize then how important spreadsheets can be to our sector. They’re accessible, can store tons of data, and they come with powerful functionality that sits quietly behind the scenes.

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How I Passed the Salesforce Advanced Administrator Certification Exam [2020]

Gang, I recently got my Salesforce Advanced Admin Certification. And to be honest, it was a bit of a mess getting there! 🤪

So I’m sharing my story for anyone who might benefit. That includes the mistakes I made during my prep, and the last minute changes that helped me turn things around before exam day.

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8 Questions For Auditing Your Org’s Database Automations

Automations are like magic to end-users. They inexplicably make life easier.

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?

But you never want to wait for something to break to get your attention. Crashed automations can cost your org – if not financially, then at least in data quality or time. (p.s. This is also true for integrations, which are even more delicate since they require third-party access to your data!)

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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 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!

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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