NPSP features & extensions

Nonprofit Success Pack: was built for, and with, our community of over 47,000 nonprofits, with out-of-the-box capabilities and a relationship-first view of all the people in your universe. Free and open source, it turns the #1 CRM for businesses into a Constituent Relationship Management system for nonprofits. In nutshell, this thing is a bunch of managed packages installedRead More…

Nonprofit Dreamin conference

A while ago I wrote about Nonprofit Dreamin looking for speakers, now the agenda is live and I can see some great topics there: communities are for everyone, maybe you can use them even for free (for unauthenticated users) and deliver solutions with clicks not code very quickly; solo admins are topic on any Salesforce conference andRead More…

Google & Salesforce – what is possible?

If you didn’t notice yet, Salesforce plays pretty well with Google. Also very often customers already use Google Apps and they ask what is possible in terms of integration. Let’s take a look at what I found. Salesforce Essentials for free Web-to-Lead and UTM parameters Web-to-Lead and Google AdWords Single Sing-On with Google Lightning Sync Einstein Activity CaptureRead More…

Import data to Salesforce with Keboola

Problems consultants have on weekly basis – how to quickly get data into Salesforce. A few ways everyone knows about – Import Wizard, which I try to start away as far as possible as I never know what it will do; Data Loader, which needs Java; Workbench, which can process just files up to 2MB; DataLoader.io, whichRead More…

Tři “takeaways” z mé trojnásobné zkušenosti se Salesforce

Vděk, kritický pohled na zaměstnavatele a vystřízlivění z naivity. Těmito slovy bych popsala to, co mi moje zkušenost se světem Salesforce přinesla. A za každý z těchto poznatků jsem nesmírně ráda. Měla jsem možnost vidět Salesforce z různých úhlů pohledu – z pohledu zaměstnance v evropské centrále, z pohledu zákazníka i krátkodobě z pohledu implementačního partnera. Ve správnou dobu na správném místě Celé to začaloRead More…