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What to Expect from the Summer ’21 Release

Cloud 4 Good

There are several new, exciting tools for Salesforce Administrators in the Salesforce Summer ’21 Release , such as Learning Paths and the Active Licenses tab. You can even use the search bar and filter by topic. Easily Track Active Licenses. Learning Paths Now Generally Available. Enhancements to Reports & Dashboards.

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Introducing Apsona batch gift entry for the Nonprofit Starter Pack

Judi Sohn

At KELL Partners , we couldn’t migrate them to a NPSP-based solution without a decent batch gift entry solution. You have to match those gifts to existing donors or create new ones if they don’t exist. You have to make sure those gifts aren’t already attached to pledges. More than worth the time it will save.

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Salesforce Winter ’22 Release: What You Need to Know

Cloud 4 Good

Admins and Developers will be particularly interested in the many updates to Einstein Search, inline editing from reports now being generally released, and even more functionality added to Flow Builder. Einstein Search. With each new update, Salesforce is improving upon the Einstein Search functionality. Read on to learn more!

Chart 101
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33+ Raffle Basket Ideas to Wow the Crowd & Win Support

Bloomerang

You may need to secure a permit or license and follow specific regulations for hosting and handling income made at the raffle. Search for valuable vintage bottles or unique varieties donors may not have tried yet. Consider also including gift cards to local coffee shops to allow the winner to try new spots in your community.

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Salesforce Nonprofit Success Pack (NPSP) Winter ’22 Release: What You Need to Know

Cloud 4 Good

As we are preparing for end-of-year appeals and gift acknowledgment notifications to be sent out in mass, Salesforce.org has enabled a helpful feature to mark an address as undeliverable. Is there a lapse in the recurring gift? Enter Soft Credits with Gift Entry. Read on to learn more. Manage Undeliverable Addresses.

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Choosing the Best CSR Software: A Guide for Smart Businesses

Nonprofits Source

Here’s a quick breakdown of common expenses: Subscription or License Fees: Many CSR solutions operate on a subscription or licensing model. These expenses can vary, but they’re typically a percentage of the subscription or licensing costs. Many CSR software solutions also include a matching gift program feature.

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What Type of CRM Does My Organization Need? 4 Considerations

Get Fully Funded

The first ten licenses for NPSP are free, providing small nonprofits with several out-of-the-box tools and a standard storage amount. Large nonprofits using NPSP can purchase additional licenses, storage, and applications as needed. Evaluate CRMs for their flexibility by looking at features such as their: Integrations. Applications.