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Support and Maintenance of Your University’s Salesforce Org: Staffing Recommendations

Cloud 4 Good

In part one of our new blog series, Support and Maintenance of Your University’s Salesforce Org , we will explore long-term maintenance and success strategies, starting with best practices for staffing your Salesforce instance. We recommend a layered approach to staffing your Salesforce org so that end-users have support at multiple tiers.

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Google and Yahoo’s 2024 Email Policy Updates: What You Need to Know

The MatrixFiles

Sometimes this is done innocently, but can have a big impact for your org. Make sure you have DKIM and/or SPF records for all systems that send emails from your domain. If you put in a DMARC policy, be sure to consider ALL of the systems that send out emails from your domain. Let them know that!

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professionals

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System Update: Late November 2021

Qgiv

You can configure it in your org-level notifications area. The post System Update: Late November 2021 appeared first on Qgiv Blog. Also, if you’ve activated invoices as a payment method for recurring gifts, you can now turn off the invoice email series. Donors who want fewer emails can always pay via their donor accounts.

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System Update: Mid-October 2021

Qgiv

Kindful users, you may want to pull your donors and transaction data into the CRM, even if the donor opted out of communication from your org. For example, our system knows that “Chris” is a nickname for “Christina.” But it looks like we forgot to tell the system that “Chris” is a valid nickname for “Christopher.” Not to worry!

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System Update: Mid-July 2021

Qgiv

We’ve adjusted org-level navigation to reflect user permissions. The post System Update: Mid-July 2021 appeared first on Qgiv Blog. You can now re-send the Pledge Donation Created email. We think this will be really useful if you want to remind recurring donors that a payment is coming up. Internet Explorer users!

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System Update: Early July 2021

Qgiv

If not, we’ve made it even easier by adding a new a link to the Go To A Form view in your org-level navigation. The post System Update: Early July 2021 appeared first on Qgiv Blog. And you can now decide whether to send tests to your Cc and Bcc recipients. Are you using form tags yet?

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Fundraising Apps: 25+ Tools To Help Your Org Raise More

Bloomerang

Trello is a project management system that helps provide a visual representation of each stage of the project’s process. The post Fundraising Apps: 25+ Tools To Help Your Org Raise More appeared first on Bloomerang. Qgiv’s app automates that process and saves your nonprofit time. Creating a Monthly Giving Program: Tips for Nonprofits.

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