KELL LABS

The Salesforce Report That Every Nonprofit Should Read

The Salesforce Report That Every Nonprofit Should Read

Today Idealware released their new report, The Landscape of Salesforce for Nonprofits: A Report on the Current Marketplace for Apps, and we’re pretty excited about it at KELL. Scratch that. We are beyond excited about it…we’re shouting from the rooftops ecstatic about it.

So what’s the big deal about this report you ask? Well for starters, it’s never been done before. Other reports focus on donor and constituent management systems and have tried to place Salesforce in a bucket that it quite frankly doesn’t belong in. This new report only looks at Salesforce and then drills down into all the various ways nonprofits can utilize available apps in an easy-to-understand format and using non-technical terms that you can actually understand.

We heart Salesforce, but we’re the first to admit that Salesforce can be a little daunting if you’re new to it or not sure where to go with it once you’ve implemented your system. But it doesn’t have to be that way. That’s what makes this report so great. No matter when you are in your process, whether you are just starting to look into Salesforce or wanting to know how you can take it further, you’ll find answers to your questions in it.

Now what it won’t do is tell you things like “if your nonprofit wants to utilize a peer-to-peer donation app, then you need to go with XYZ product.” The reason being is that the right product for one nonprofit might not be the right one for another. Everyone nonprofit is different and your Salesforce instance will be different as well.

Since everything is constantly evolving, we expect that this report will be the beginning of what we foresee will be the must-read report series for any nonprofit that uses Salesforce.

So without further ado, click here to download the report and see for yourself just how great it really is.

 

The Importance of the Salesforce ID

Did you know Salesforce actually has two unique IDs for every record? Yep. There’s a 15 character and an 18 character. Rumor has it the 18 character ID was introduced after Microsoft created a 16 character ID for their records ;-)

But seriously… these IDs are super important. They’re totally unique to each instance of salesforce. They appear in the URL of the page, making it super easy to email someone a link to a specific record, or report, and most importantly they ensure the integrity of your data.

So why are there two?

To be honest we’re not exactly sure, but we’ve learned how important it is to use the right ID for the right purpose.

In the main Salesforce interface, you typically only see the Salesforce 15 digit ID. This ID is case sensitive which means that 003i000000NYZrg isn't the same record as 003i000000nYZRg. However, if you export the results of a report to Excel and try and do comparisons between different lists using this ID as the comparison (e.g. using VLOOKUP), you'll have a lot of problems.

To get around this problem, Salesforce has an internal 18 digit ID that Excel will see as completely different fields. Here's how you create a formula that has that 18 digit ID that you can add to your reports and avoid headaches in Excel.

 

The 15 Digit ID

The Importance of the Salesforce ID

 

Read more: The Importance of the Salesforce ID

How Nonprofits Can Manage Constituent Address Changes in Salesforce

Are you using the Salesforce Nonprofit Starter Pack (NPSP)? Does your organization need a way to automatically track history when a constituent’s home address changes? Do any of your constituents go away for the summer or winter and ask that you send mail to that address for a certain period of time?

If you answered “yes” to any of those, then you’re in luck…KELL Partners has the answer!

We’ve created an app called Address Management that can help you manage addresses through the NPSP Households object. It allows you to automatically track historical and seasonal addresses, and it can be set to auto-update addresses based on start and end month/days that you specify.

And the best part is that it’s easy to use!

 

How to Track Address History

All you have to do is change the address on the Household:

How Nonprofits Can Manage Constituent Address Changes in Salesforce

 

Read more: How Nonprofits Can Manage Constituent Address Changes in Salesforce

Meet Our Superheroes: Samantha Leung

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, Samantha Leung.

KELL Partners Samantha LeungWhat’s your favorite thing about working with nonprofits?

I love working with nonprofits because every organization has a different cause and mission. Building the best Salesforce configuration to allow nonprofits to get more than they thought they could out of their data is very rewarding. Every client is different and every configuration is different, it never gets old!

Do you volunteer with any nonprofits? Why those organizations?

I really enjoy volunteering for organizations that focus on broadening interest and availability of technology to students. It’s always a great feeling to see firsthand the impact that technology can have on students and increasing the awareness of future careers in technology. Recently, I volunteered at the BEST Robotics Competition and at the Latinitas Tech Chica Conference.

Read more: Meet Our Superheroes: Samantha Leung

9 Reasons Your Nonprofit Should Use Online Petitions – Even If You’re Not An Advocacy Organization

This is a guest KELL Labs post written by Tim Forbes, VP of Products and Marketing for PICnet, the makers of Soapbox Engage, a suite of online engagement tools integrating with Salesforce.com. Soapbox Petitions is the latest addition to this suite and allows nonprofits to easily create mobile-friendly petition campaigns with their organization’s branding that integrate directly with Salesforce.com.


To effectively raise money and build an engaged group of supporters, your organization needs more than just a donate page on its website. You need strategies and tools that move people from casual visitor to recurring donor and dedicated supporter – all while minimizing overhead.

Online petitions are an effective tool to capture the casual visitor and active donor alike, and move them down the engagement path – even if yours isn’t an advocacy organization.

9 Reasons Your Nonprofit Should Use Online Petitions

 

Read more: 9 Reasons Your Nonprofit Should Use Online Petitions – Even If You’re Not An Advocacy Organization

5 Reasons Why We Heart FormAssembly’s Salesforce Integration

FormAssembly is a flexible and powerful app that creates online forms and surveys that automatically populate information anywhere in Salesforce. It is extremely customizable with many options for branding and design to make it look and feel like your own. Here at KELL Partners, we recommend this app for all of your data collection needs.

Our clients have found endless ways to customize FormAssembly for their specific needs. One of our K-12 education clients uses it to allow students to apply to their program, as well as track the progress of students who have been accepted as they develop skills in key academic and leadership areas. Students, parents, teachers, and mentors can enter contact information, test scores, extra-curricular activities, manage and update progress reports, submit college application data, and even upload parental consent and teacher recommendation forms.

FormAssembly language options

Read more: 5 Reasons Why We Heart FormAssembly’s Salesforce Integration

Meet Our Superheroes: Luke Williams

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, Luke Williams.

KELL Partners - Luke WilliamsWhat’s your favorite thing about working with nonprofits?

For me, I am happy to know that every new project I take on is a way that I can help make a positive impact on the way a nonprofit organization carries out its mission.

Do you volunteer with any nonprofits? Why those organizations?

I am a member of the First Book-San Diego’s advisory board. First Book provides access to new books for children in need. Books were a huge part of my childhood and I feel that everyone should have a chance to develop a love of reading regardless of social or economic status.

Read more: Meet Our Superheroes: Luke Williams

4 Traits to Look for in a Salesforce Admin for Nonprofits

Traits for a Nonprofit Salesforce Administrator

Your organization’s Salesforce Administrator is the all-seeing, all-being Salesforce user. It’s important to understand the importance of a person that is designated to manage your instance. Finding the best match for your organization can make or break the integrity of your Salesforce CRM. So before you go on the hunt for your System Admin, here are just a few traits that your System Admin should have.


1)They are Supportive

The most important responsibility of your System Admin is to perform basic administration of your Salesforce.com instance like creating reports, fields, editing page layouts, and making tweaks to user security. Equally important to having the knowledge, your Admin needs to play a supportive role to manage support requests and address the needs of your users. It’s also the responsibility of your admin to regularly perform database de-duping and cleanup procedures as well as generating backups on a scheduled basis.

 

Read more: 4 Traits to Look for in a Salesforce Admin for Nonprofits

The Exciting Promise of a Future on Salesforce1

Salesforce1 for Nonprofits

If you followed news from Dreamforce this year and came away thinking that Salesforce1 is just a new mobile app with little immediate benefit for nonprofits, then you missed what was one of the biggest shifts in the cloud.

At my first Dreamforce in 2008, I carried my laptop computer around with me all over Moscone Center. I had just gotten my first iPhone. I used it to keep in touch with my co-workers, keep up with email messages and text my family. When I had to get real work done, including logging in to Salesforce, I had to use my laptop. Last year, I brought my laptop but I only had to take it out a handful of times and otherwise spent the week on my iPad.

This year, my laptop sat untouched in my room. While running around all over downtown San Francisco, I used my iPad a few times but for the most part, I lived on my iPhone. I still volunteer my time as an administrator of a nonprofit’s Salesforce org, so I used SalesforceA to quickly reset a password. I took notes in Evernote. Had we been using Evernote for Business I could have connected those notes directly back to Salesforce.

Read more: The Exciting Promise of a Future on Salesforce1

Why Nonprofit Organizations Need Salesforce Training Documentation

This is a guest KELL Labs post written by Jonathan DeVore, Director of Customer Success at ScreenSteps. He and his team regularly blog about Salesforce training and user adoption. KELL has recently partnered with ScreenSteps to use their documentation product internally as well as with our clients for training and documentation. Their product makes it really easy for nonprofits to share documentation and keep new users up to speed as quickly as possible.


Why Nonprofit Organizations Need Salesforce Training Documentation

In today’s work environment, the only thing you can count on is that the labor force in your nonprofit organization is going to change. This happens primarily for three reasons: expansion, contraction and turnover.

When times are good, expansion will bring new faces to help with the workload and people will take on new responsibilities. When times are bad, you might have to right-size, let staff go, and people will take on extra responsibilities. And no matter what’s going on in the public sector or the private sector, you are going to experience turnover (especially if you use volunteers) - people just like to move on to something new.

This constant change in your workforce requires that you have an effective training plan that gets new hires up and running right away, and makes it easy to reassign jobs when necessary. But traditional training plans don’t work.

The traditional approach to Salesforce training is that everybody gathers around a projector and watches the presenter go through screens, type in words, and click a few buttons. But this approach isn’t practical in today’s work environment for one simple reason: Your team won’t remember how to do anything you show them.

20 years ago training presentations were effective and over the shoulder training worked, but in today’s environment there is simply too much going on to remember it all. Workflows are becoming more complex, and now require multiple on-screen and off-screen steps. This is especially true for nonprofits because Salesforce has made some processes much more complex and involved.

Read more: Why Nonprofit Organizations Need Salesforce Training Documentation

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.