Tag Archives: Technology

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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Here’s the Difference Between NPSP & Salesforce.

I’ve seen this topic come up quite a bit online, and I think it’s time we shed some light.

If you’re new to Salesforce and work in this sector, then you’ve likely heard about the Nonprofit Success Pack (also known as NPSP). Either your org is already on it, or you’ve heard peers/consultants toss the term around.

But what exactly is NPSP, and how does (or doesn’t it) relate to Salesforce?

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Trello or Asana? A Skeptic’s Take on Two Productivity Tools

For a blog that’s about nonprofit productivity, I have a bit of a confession. And if you read my last post, you probably caught it – in the section where I talk about how I manage my work tasks.

Or more specifically, the fact that I dont. 😞 I know. Don’t judge me, gang.

It’s not for lack of trying! I’ve stopped and started many a system – spreadsheets, Salesforce, even written planners. Once I reach a point where using the system feels like more work than help, I cut it out of my life.

But now that the demands on my job are increasing, my current “system” of inbox to calendar to memory isn’t cutting it. It’s time for this gal to change her ways.

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