KELL LABS

Our Favorite Improvements for Nonprofits in the Spring ‘15 Salesforce Release

Three times a year, Salesforce.com rolls out new features to its users. Most of these new features are enabled automatically (you don’t have to do anything!). Although there are some new features that are optional, and therefore have to be enabled by your System Administrator.

Read more: Our Favorite Improvements for Nonprofits in the Spring ‘15 Salesforce Release

5 Reasons Nonprofit Salesforce Users Should Be On the Power of Us Hub

5 Reasons Nonprofit Salesforce Users Should Be On the Power of Us Hub

The Power of Us Hub is a wonderful resource from the Salesforce Foundation that you should be taking advantage of right now. If you don’t already know, the Power of Us Hub is an online community that makes it easy for Salesforce employees, nonprofit users, and Salesforce partners to share, connect, interact, and respond to each other’s questions.

Below are five reasons you should be taking advantage of this great resource:

Read more: 5 Reasons Nonprofit Salesforce Users Should Be On the Power of Us Hub

Our Favorite Improvements for Nonprofits in the Summer ‘14 Salesforce Release

Three times a year, Salesforce.com rolls out new features to its users. Most of these new features are enabled automatically (you don’t have to do anything!). Although there are some new features that are optional, and therefore have to be enabled by your System Administrator.

 

If you’re new to the releases, here’s a quick FAQ on new releases:

How do I know when a new release has been rolled out in my instance of Salesforce?

Salesforce Summer 14 Release for Nonprofits

Unless you’re using a custom logo, you'll see a new icon on the top left when you log in to Salesforce. For Summer ’14, it’s a mask and snorkel. You'll also see the orange "Discover Summer ‘14” link on the top right side of your homepage. If you click that link, it will take you to additional resources like videos and the Release Notes, letting you know what’s new. Here’s a link to the Summer ’14 Release Notes.

I work for a nonprofit, and the release notes talk about a lot of features that don’t apply to me. How do I know which features are most exciting for nonprofits?

You can always come and check out KELL Labs, or visit other nonprofit community resources to see what other nonprofits are saying. The Salesforce.com Foundation also hosts a webinar for each release, where they show examples of the new features along with use cases for nonprofits.

We attended the Foundation’s webinar and took some notes so you don’t have to. Here are our favorite features from Summer ’14 that nonprofits can use:

Read more: Our Favorite Improvements for Nonprofits in the Summer ‘14 Salesforce Release

6 Reasons Why Nonprofit Starter Pack 3 (aka Cumulus) Will Be Awesome

What is Nonprofit Starter Pack 3 ? It’s the next generation of the Nonprofit Starter Pack, developed by the Salesforce Foundation (code name is Cumulus). It’s so much more than just an app upgrade. It represents a fundamental shift in how the Salesforce Foundation is handling its free offering for nonprofits.

WARNING: mega geek-out ahead J

Before NPSP 3, the Nonprofit Starter Pack was a group of 6 separate packages offered by the Foundation as a way for nonprofits to get started on the Salesforce platform. For geeks like us, it could sometimes be frustrating to customize around the Starter Pack due to code firing (or not firing) unpredictably and the rather long delay between releases. Some packages, like Affiliations, haven’t received an update in 3.5 years!

Read more: 6 Reasons Why Nonprofit Starter Pack 3 (aka Cumulus) Will Be Awesome

What does Salesforce1 for Nonprofits Really Mean?

On Thursday May 29th Sandra and I attended the Salesforce1 World Tour in Washington, DC. The event was advertised as InnovationForce +SocialGood but the main purpose was to launch Salesforce1 for Nonprofits.

What Is Salesforce1 for Nonprofits?

That’s the big question. Let me start by explaining what it is NOT. It is not a new product. There is no new release, new version, new functionality, new app to download – nada.

This is bigger than a product. Much bigger. If you’ve been following the Salesforce for Nonprofits market over the past 7 years closely like we have, the true meaning behind this announcement is huge and long overdue.

The bumper sticker answer is this – Salesforce1 for Nonprofits is a new product strategy for the Salesforce Foundation. It’s a strategy that has been carefully designed to provide “wall to wall” value for nonprofits – and there’s nothing else like it in the nonprofit market. The Foundation calls this strategy “The Connected Nonprofit”.

The strategy is built upon four pillars:

  1. Deliver better programs and services
  2. Communicate more effectively
  3. Engage and strengthen their community
  4. Raise more funds

Top 3 Feature Improvements for Nonprofits in the Spring ’14 Salesforce Release

Three times a year, Salesforce.com rolls out new features to its users. Most of these new features are enabled automatically (you don’t have to do anything!). Although there are some new features that are optional, and therefore have to be enabled by your System Administrator.

If you’re new to the releases, here’s a quick FAQ on new releases:

How do I know when a new release has been rolled out in my instance of Salesforce?

Salesforce Spring Release for Nonprofits

Unless you’re using a custom logo, you'll see a new icon on the top left when you log in to Salesforce. For Spring ’14, it’s cherry blossoms. You'll also see the orange "Discover Spring ‘14” link on the top right side of your homepage. If you click that link, it will take you to additional resources like videos and the Release Notes, letting you know what’s new. Here’s a link to the Spring ’14 Release Notes.

I work for a nonprofit, and the release notes talk about a lot of features that don’t apply to me. How do I know which features are most exciting for nonprofits?

You can always come and check out KELL Labs, or visit other nonprofit community resources to see what other nonprofits are saying. The Salesforce.com Foundation also hosts a webinar for each release, where they show examples of the new features along with use cases for nonprofits.

We attended the Foundation’s webinar and took some notes so you don’t have to. Here are our favorite features from Spring ’14 that nonprofits can use:

Read more: Top 3 Feature Improvements for Nonprofits in the Spring ’14 Salesforce Release

Top 5 New Features That Nonprofits Can Use in the Salesforce Winter ’14 Release

Three times a year, Salesforce.com rolls out new features to its users. Most of these new features are enabled automatically (you don’t have to do anything!). Although there are some new features that are optional, and therefore have to be enabled by your System Administrator.

If you’re new to the releases, here’s a quick FAQ on new releases:

How do I know when a new release has been rolled out in my instance of Salesforce?

Salesforce Embeded Dashboards

Unless you’re using a custom logo, you'll see a new icon on the top left when you log in to Salesforce. For Winter ’14, it’s a polar bear. You'll also see the orange "Discover Winter ‘14” link on the top right side of your homepage. If you click that link, it will take you to additional resources like videos and the Release Notes, letting you know what’s new. Here’s a link to the Winter ’14 Release Notes.

I work for a nonprofit, and the release notes talk about a lot of features that don’t apply to me. How do I know which features are most exciting for nonprofits?

You can always come and check out KELL Labs, or visit other nonprofit community resources to see what other nonprofits are saying. The Salesforce.com Foundation also hosts a webinar for each release, where they show examples of the new features along with use cases for nonprofits.

We attended the Foundation’s webinar and took some notes so you don’t have to. Here are our top 5 favorite features from Winter ’14 that nonprofits can use:

Read more: Top 5 New Features That Nonprofits Can Use in the Salesforce Winter ’14 Release