Catching recurring donation weirdnessIf you use the nonprofit success pack from Salesforce and you use the recurring donations object a lot (or in interesting ways) you may…Mar 22, 2018Mar 22, 2018
Maybe you don’t need an amazing CRMIt is the end of the year, and if you raise money for a small nonprofit, you might be wishing for a fabulous database like bigger…Dec 23, 2017Dec 23, 2017
Get more out of any CRMMost nonprofits use some kind of CRM — even it if it just a spreadsheet. Don’t be embarrassed if you’re using a spreadsheet. Until you…Nov 8, 2015Nov 8, 2015
Using Pandas and Python to Import Data into SalesforceI’ve done a decent amount of data migration into Salesforce. The normal thing to do seems to be to take whatever .csv file you’ve been…Sep 25, 20151Sep 25, 20151
Salesforce for NonprofitsOver the years, a lot of people have been very skeptical when I suggested that they use Salesforce at their nonprofit. Typically these…Sep 18, 2015Sep 18, 2015