The project management tool your org needs to know.
Somebody get me an Asana mug, because I’m going through a phase.
For those who don’t know, Asana is an online project management tool. The free version (which I use for most of my work & blog projects) has great features for tracking tasks, deadlines and assignees.
Continue reading “How to Organize an Email Marketing Campaign in Asana”
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”
Here are 6 steps for getting a handle on your org’s duplicate situation.
Working in data, you can imagine I have strong feelings about this subject! So here it is.
Duplicates are the bed bugs of nonprofit databases everywhere.
Continue reading “6 Steps for Cleaning Duplicates in Your Database”
If you’re part of any online groups or forums, here are some lessons learned how to be an effective contributor.
In this digital age, it’s gotten so much easier to find the info we need to do our work. One reason for that? Online communities.
Continue reading “How to Get The Most From Online Community Groups”
If the difference is escaping you, no worries. Here’s what you have to know.
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?
Continue reading “Here’s the Difference Between NPSP & Salesforce.”
After lots of debating, I made the decision to delete my LinkedIn. And I’m still not sure about it.
What I’m about to say may be controversial, but here it is! The days of LinkedIn being a valuable career tool are over. For me, anyway.
And if that sounds harsh, let me tell you that this wasn’t an easy decision.
Continue reading “I deleted my LinkedIn. I have 20 days to change my mind.”