Lightning Migration Tips for Nonprofits
Tips to ease the transition your nonprofit will make to Lightning Experience.
Clone This User Summer 19 Lightning Optimization
Let’s take a look at the details of the new Clone This User release and the fun new ways to duplicate users.
Salesforce Winter 20 Release Rapid Reaction
This is a rapid reaction to a milestone Salesforce release so I cannot possibly cover everything. Why a Milestone, well, this is the release where Lightning Experience takes over for realsies.
2019 Arkus East Coast Pro Bono Day
Here's a look at what went down during our Arkus Summer 2019 East Coast Pro Bono Day.
Executing a Marketing Strategy with Pardot
One of the most in-depth sessions that I go through with clients is helping them plan, step-by-step, how they will execute a marketing strategy in their Pardot instance. Here’s how we do it.
Quick Tips for Managing Memberships with NPSP Using Quick Actions and Workflows
Quick Tips to Improve Membership Management in Salesforce for Nonprofits
Admin Tools vs Coding: Salesforce Automation and the Mystery of the Unread Emails
Sometimes there are issues that defy the rules. You think the system should do one thing, and yet either nothing happens or something unexpected happens. In this post we’re going to analyze a use case with the Salesforce email feature and how to control the emails received, where a lot of unexpected things happened.
Audit Fields and Your Salesforce Data Migration
How to use the “Create Audit Fields” permission to capture valuable insights otherwise lost in the migration to a new org.
What an Online Donation Platform is Doing for You
There is a lot more to these tools than meets the eye; here is a start to understanding their value.
Choosing The Best Fundraising Platform for Salesforce for Nonprofits
If you’re part of a nonprofit team working to stay on top of your fundraising with tech, how do you know you’re using the best tools out there?