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  • Posted on May 17, 2021May 15, 2023
  • Tom Check
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Different ways to view lists

Did you know that there are THREE different list views available to you in Salesforce/NPSP? Let’s dive in to see what they are. Helpful Links Trailhead – Kanban view + path = success. Salesforce help – Split view Salesforce Ben – Split view guide Mass editing within list views – video Feeling like you want […]

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  • Posted on May 14, 2021May 14, 2021
  • Tom Check
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Batch Gift Entry

Entering multiple gifts shouldn’t take all day. And with NPSP’s ‘Gift Entry’ tool, it doesn’t have to.

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  • Posted on May 13, 2021May 13, 2021
  • Tom Check
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How to build an actual report.

Report Build

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  • Posted on May 13, 2021May 13, 2021
  • Tom Check
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Adding more advanced fields in Salesforce

Advanced Fields

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  • Posted on April 29, 2021April 29, 2021
  • Tom Check
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Admin basics – adding a new field

Admin basics – creating a new field in Salesforce. This is a key piece of knowledge to make Salesforce work for your organization.

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  • Posted on April 23, 2021April 23, 2021
  • Tom Check
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Engagement Plans

Engagement plans are the secret-sauce to easily automating the creation of repetetive tasks for your team.

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  • Posted on April 16, 2021April 16, 2021
  • Tom Check
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Levels in NPSP

Helpful Links Levels – Documentation on Power of Us Levels/Engagement plans in NPSP – Trailmix if you’ve got some time. Levels Module on Trailhead if you are short on time. Feeling like you want some help?Schedule your callGet the newsletter

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  • Posted on March 26, 2021March 26, 2021
  • Tom Check
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Get started with Dashboards

Custom dashboards allow you and your users to get a far better understanding of what’s going on in your organization.

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  • Posted on March 26, 2021March 26, 2021
  • Tom Check
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Custom Home Pages in Salesforce

Customizing the home page allows you to make sure that pertinent info is showing up for your team right when they log in.

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  • Posted on March 26, 2021March 26, 2021
  • Tom Check
  • Nonprofit Success Pack, Video
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Making a custom app for your org.

Make a custom app for your Salesforce users, so they see what they need – when they need it.

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