“One of the recurring questions in the Salesforce for nonprofits world is about how we handle money and enter Donations/Opportunities to best track donations, grants, etc. Here, I’ll outline how I handle common scenarios in the Non Profit Starter Pack (NPSP), and how it affects the donor rollup totals.”
I recently had the pleasure of facilitating a Dreamforce session where two amazing people talked about how their organizations have gone all-in with engagement. The DC Project and Idaho Conservation League are each betting their futures on engagement, and in very different ways. Sara Arkle talked about how Idaho Conservation League is turning the organizational ship to find a new generation of supporters. Matthew Dunn told the compelling story of how the DC Project was birthed with technology and engagement at it’s heart. Very different stories, well told and I think helpful for folks looking to engage supporters more deeply than they are today. Below is the recorded presentation, as well as the slide deck we presented.
I had a great idea for a Chrome Extension that was pretty complicated, so I decided to come up with a simpler project to learn the ropes. This weekend I built the Salesforce.com Id Clipper, a Chrome Extension that helps you get Salesforce.com Ids from records more easily than copying. It’s a small problem I’m attempting to solve, but I think this extension does it pretty well. Here’s a rundown: