KELL LABS

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.

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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.

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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.

 

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Meet Our Superheroes: Megan Riel

We have a fabulous team at KELL Partners – some may call us geeks, [and we’re ok with that] but we like to call our team members superheroes. This regular series will highlight a KELL team member. This post will focus on one of our Project Managers, Megan Riel.

mrielWhat’s your favorite thing about working with nonprofits?

I really enjoy helping them to meet their mission. That’s pretty much why I went into the nonprofit world. Working through KELL is a way for me to help a lot of different nonprofits, and to help them help even more people.

Do you volunteer with any nonprofits? Why those organizations?

My husband and I are volunteer Weekend to Remember Directors for an organization called FamilyLife. We went to a Weekend to Remember marriage retreat a couple of years ago. We both really believe in the power of the family unit and families staying together. After we attended, we both wanted to help other families to discover these tools to strengthen their own relationships. I also volunteer at our church primarily on the missions outreach team.

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Meet Our Superheroes: Deirdre Callahan

We have a fabulous team at KELL Partners – some may call us geeks, [and we’re ok with that] but we like to call our team members superheroes. This regular series will highlight a KELL team member. This post will focus on one of our Project Managers, Deirdre Callahan.

DeirdreWhat’s your favorite thing about working with nonprofits?

There are so many interesting and important missions. I love learning about them and then helping them to get their data organized so that they can advance those missions.

Do you volunteer with any nonprofits? Why those organizations?

I am a volunteer with the Animal Protection Society of Durham (NC), The Choral Society of Durham, and PEO (Philanthropic Education Organization) International. All three really reflect my interests. I’m an animal lover, I love to sing, and I volunteer with P.E.O. because I’m interested in making sure women have access to education.

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Meet Our Superheroes: Nicole Lapeyrolerie

We have a fabulous team at KELL Partners – some may call us geeks, [and we’re ok with that] but we like to call our team members superheroes. This regular series will highlight a KELL team member. This post will focus on one of our Project Managers, Nicole Lapeyrolerie.

nicole l-webWhat’s your favorite thing about working with nonprofits?

Their missions. Most people working in nonprofits have a big heart, and that’s why they do what they do. There’s definitely a different vibe than the for-profit world.

Do you volunteer with any nonprofits? Why those organizations?

Kell provides us with paid days off for volunteer service, which is really awesome. I’m fairly new, so I’m still trying to figure out what I want to do with that time. In the meantime, I am very involved with my kid’s school organizations. I’m on the board of my daughter’s dance team, and I help out with the choir’s booster club. Giving back to organizations that directly affect my children is huge. It shows my children that those things are important to me and, therefore, it becomes important to them. I think sometimes people are too quick to complain about things without offering to be a part of the solution. So, leading by example, hopefully I’m showing my children that if you don’t like something you can certainly take some action to change it.

Read more: Meet Our Superheroes: Nicole Lapeyrolerie

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.