KELL LABS

Contributing Code and Building a Community

We're pretty lucky here at KELL. You see, we're a bunch geeks who love to tinker with technology, Salesforce most of all. This isn't just a marketing message, it's true. We're constantly looking at every problem to see if there's a way it can be solved with tech. And we get to do this for a living! That's what's so amazing. We're problem solving, analytically-minded geeks and we get to apply these skills to the nonprofit world. Sometimes our contributions are small, like creating a new workflow or process that will automate a task which had previously required hours of manual labor. But sometimes our contributions are more significant. This is one of those times.

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Part 2: The Bad & Ugly - Upgrading to Salesforce NPSP 3.0 & Household Account Model Conversions

Kell Web NPSP Blog R1.0In part one of this series, we covered the good news about converting to NPSP 3.0 Household Account model and how to know if your data was conversion ready. If your data is ready, there are many excellent resources available on exactly how to convert. Just make sure you follow the instructions to the letter and always test your conversion first in either a full sandbox or one with a representative sample of your accounts, contacts, households, opportunities and activities.

However, if you’re not as lucky as those with pristine data formats (you’re not alone), this post will address a few of the more challenging situations and what to do about them. In some cases, you just need to perform a few extra steps before or after your conversion. In others, you may need to bring in some help from a partner such as KELL Partners, or even migrate to a completely new instance of Salesforce.

Here are 7 scenarios that will cause problems in your conversion if not remedied ahead of time, we’ll call these the “Bad and Ugly” scenarios. But, not to worry, they are addressable with the proper administrative skills and time to correct them.

Read more: Part 2: The Bad & Ugly - Upgrading to Salesforce NPSP 3.0 & Household Account Model Conversions

Part 1: The Good - Upgrading to Salesforce NPSP 3.0 & Household Account Model Conversions

Kell Web NPSP Blog R1.0

Are you ready for Salesforce.org’s Nonprofit Starter Pack (NPSP) 3.0 Upgrade Month? Almost without exception, anyone who is running the NPSP 2.0 packages should consider upgrading to NPSP 3.0. Once you’re up and running on NPSP 3.0, you can optionally convert to the new Household Account model. This 2-part series will help you identify whether you are ready to convert, or whether you may need additional time or resources.

To be clear, Salesforce.org has designed the NPSP 3.0 upgrade installation and conversion with a small nonprofit in mind. Many nonprofits with a reasonably experienced Administrator can install NPSP 3.0 on their own and convert to the new Household Account Model, should they wish. In Part 1 of this series, we’ll help you identify whether your organization’s data is in good shape to make a relatively easy conversion. In Part 2, we’ll cover the more complex scenarios, where you may need to do some significant preparation or even call in outside help in order to convert.

Read more: Part 1: The Good - Upgrading to Salesforce NPSP 3.0 & Household Account Model Conversions

7 Reasons Why Sharing Salesforce Licenses is Not a Good Idea

Nonprofits often run their organizations on a tight budget and try to spend as little as possible on things such as technology in order to have more money to contribute to their organization’s cause and mission. While this is an honorable decision, it is one that can put the organization at risk.

Data security is important, and protecting your donor’s information is well worth investing in the purchase of licenses for your users to each have their own dedicated login. Sharing licenses puts your data at risk and is never a good idea. Here’s six reasons why.

Read more: 7 Reasons Why Sharing Salesforce Licenses is Not a Good Idea

New Idealware Report Presents a Field Guide to Salesforce Non-Profit Apps and Features

Kell idealware report 2015 med

If you’ve ever put on your Marco Polo hat and explored Salesforce’s features and third-party applications before, you know that it’s a virtual treasure trove of interesting and useful options. But while you’re saying, “Wow,” we’ll bet you’re also wondering, “Where do I start?” It’s kind of like going to Disneyland. There’s so much goodness, but which thrill ride do you take first? You can’t lose with any of them, but choosing can be overwhelming.

Never fear. The latest Idealware Salesforce report is here!

Idealware recently released their 2015 report on Salesforce features and apps for nonprofits — and we could not love it more. We may be biased (because we helped create it), but this is hands-down the most comprehensive report available today on oh-so cool tools that can elevate your non-profit to Matterhorn-level heights.

Applications like the Nonprofit Starter Pack and NGO Connect will add structure and functionality for your constituent and donor management needs, but you’ll likely still need other applications to complement these products based on your processes and priorities. That’s where this resource proves most valuable.

Read more: New Idealware Report Presents a Field Guide to Salesforce Non-Profit Apps and Features

Salesforce Trailhead for Nonprofits

salesforce trailhead logo

In early 2015, Salesforce Trailhead was released in beta version to the developer community. I remember stumbling across it for the first time. It felt like I’d put my hand in the pocket of some newly washed jeans and found a $50 bill. It was just there, free and full of potential… and now in my hands.

While Trailhead may still be in beta, Dreamforce 2015 made clear that it’s here to stay and no longer a secret. New modules are appearing weekly and quickly turning the resource into a comprehensive go-to source for training on the Salesforce platform.

If you haven’t heard of it yet, Salesforce Trailhead is a fun, free, and interactive way to learn the Salesforce platform. Whether you’re an admin, an aspiring developer, or somewhere in between, Salesforce Trailhead is an amazing resource that you don’t want to miss out on.

Trailhead content is neatly arranged into individual modules which focus on specific functionality in the system. You can explore the over 50 existing modules a la carte or select from pre-defined Trails that link related modules together.

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Highlights from Dreamforce 15' - What's New for Salesforce.com, Nonprofit Starter Pack, and NGO Connect

We recently flew home from Dreamforce 2015 and we’re feeling more superhero-ish than usual thanks to the all of the exciting news for Salesforce.org, the Nonprofit Starter Pack, and NGO Connect. Here’s the number one take-away — Salesforce is more committed to nonprofits than ever.

And it’s not just talk — it’s all action, including a suite full of tools to support nonprofits. This means you — IF you’re using Salesforce Enterprise (out-of-the-box), NGO Connect, or the Nonprofit Starter Pack (NPSP).

Here’s a quick overview of the insight we gathered for you at Dreamforce.

Read more: Highlights from Dreamforce 15' - What's New for Salesforce.com, Nonprofit Starter Pack, and NGO...

Our Top Session Picks for Dreamforce 2015

Dreamforce 2015

It’s our favorite time of year here at KELL: Dreamforce. And, like the past 7+ years, we’re stuffing our suitcases and barely containing the urge to tell you to wear comfortable shoes and pack a light jacket. So beyond some tips on how to organize your schedule and pace your 4-day marathon, we’ll spare you the basics. What we will say is that there’s so much to soak in at Dreamforce, it can feel like drinking from a fire hydrant—but after this long we’ve learned a thing or two about sniffing out some of the most helpful sessions for our clients. So here goes, our top picks for Dreamforce 2015:

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There's Lightning in There!

lightning300If you're a fan of Salesforce.com like we are, and you're not currently living under a rock, then you've heard about Salesforce Lightning. Yesterday was the big announcement, the unveiling and the beginning of what will surely be an onslaught of marketing from Salesforce around this massive transformation. Make no mistake, this IS a massive transformation. Lightning is not just a new interface, as Joe Biden once said, this is a BIG ____ Deal.

 

Read more: There's Lightning in There!

The Most Thorough Data Migration Answers You’ll Ever Get Without Hiring a Consultant

data-storage

We know that moving data can strike fear into the hearts and minds of non-data professionals especially as this step in an Saleforce implementation nears.  Here at KELL, we are frequently asked about data migration and the gotchas that take a implentation off course quickly. So today, we're tackling the six biggest data migration questions.

 

Read more: The Most Thorough Data Migration Answers You’ll Ever Get Without Hiring a Consultant

Subcategories

  • App Focus

    We take a look at the latest Salesforce apps for nonprofits

  • Salesforce Foundation

    Our take on the latest news from the Salesforce Foundation

  • Dreamforce

    The world's largest technology conference hosted by Salesforce

  • KELL Culture

    A look inside KELL and at our fabulous team of superheroes.

  • Best Practices

    Our clients ask a lot of great questions! They want their Salesforce data to provide answers. It's our job to make the technology provide the answers quickly and efficiently. These solutions have helped us to develop hundreds of best practice solutions for nonprofits using Salesforce.