Judi Sohn

APRIL 15, 2013

Apsona is a tool for Salesforce data manipulation and visualization, similar in some respects to the much-loved DemandTools. But if I were stranded on a desert island and could only have one data tool for most day-to-day use, I’d pick Apsona. Uncategorized applications Apsona Common Ground data Nonprofit reporting Salesforce'

Life 200

Life Application Comparison Map 200

Judi Sohn

OCTOBER 27, 2012

I loved the idea of a simple, affordable solution that organizations could use right now that would give them unfiltered data to inform their decisions. It’s about really understanding what you have and how you’re using it and using that information to guide your next steps. It’s not about price comparisons.

Blackbaud 176

Blackbaud Analysis Consultant Comparison 176

Judi Sohn

OCTOBER 29, 2010

Turn on the Weekly Backup Setup -> Administration Setup -> Data Management -> Data Export. There are other tools for backing up Salesforce data that are far more robust. But this is simple, included with Salesforce, and doesn't require special software to read/use the data. We don't care.

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Convio Tips Baltimore Grant 113

Judi Sohn

JUNE 29, 2009

You may have a login for your main instance, a login for your sandbox (a dupe of your instance without data that you can use to try new things) and maybe even logins for developer edition instances. When you’ve been using Salesforce for a while, you accumulate logins. That’s said, let’s get to the tip.

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Tips Bookmarking Tag Develop 100

Judi Sohn

SEPTEMBER 5, 2011

Each direction is very different, using a different data model (see below for lots more on that) and approach. So how is it always about the data model? Unfortunately, once again I think nonprofits need to be prepared to flip the data model around. It’s no longer variations on a single theme. Maybe that’s just me.

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Model Data Classes Nonprofit 238

Judi Sohn

OCTOBER 24, 2009

Different logins, different purposes, different data…all coming together to work the way we need it when we need it. No data in the URL. It’s only meant to replace public forms, not collect data in the way that ClickTools does. Salesforce wants an arm and a leg for their data storage solution.

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Convio Integration Database Files 124

Judi Sohn

JANUARY 5, 2009

Who needs a lot of data and background information and who needs us to cut to the chase. It’s more than separating those who gave $500 from those who live in Kentucky. We have to figure out who is likely to engage online and who isn’t (and not just for donations).

Cancer 100

Cancer Kentucky Convio Plugin 100