Using contact relationships in NPSP
See your contact’s connections to one another at a glance, easily and quickly using relationships in NPSP
Track your donation designations through General Accounting Units in NPSP
Improve your donation transparency without wasting a bunch of time by using the GAU object in Salesforce.
Connect your contacts to multiple accounts
Being able to connect a contact to multiple accounts is paramount for understanding your stakeholders. NPSP’s affiliations make it straightforward.
Understand Nonprofit Success Pack
Understanding NPSP will help your team better use and leverage Salesforce in order to make your nonprofit run more smoothly.
Relationships between objects
Relationships between objects are a key function of any CRM. Knowing what the three basic types will help you nderstand your Salesforce.
Creating a custom report type
Maybe it’s a custom object that you created but you can’t figure out how to create a report on it. Or maybe you want a report that shows you related objects but you can’t find the right one in that long list of built-in reports. Either way, it can be incredibly useful to learn the […]
Subscribing to a report in Salesforce
You created a great report… but then the next week or month you ended up recreating it again. You are in a rush for your board meeting and forgot that you created it, or forgot where you saved it. We’ve all been there. That’s why Salesforce has the option to subscribe to a report. What […]
Reporting Basics for Salesforce
If you are new to Salesforce, the reports can be a bit overwhelming. ESPECIALLY if you are used to working with spreadsheets. Often you have either too little data showing up in your reports, too much data showing up, or sometimes – the wrong data entirely showing up. The video below is designed to guide you through the absolute basics of creating a report.