How to validate forms in Resco

In our previous blog post, we briefly mentioned ways to validate data on your Resco form. This blog shows you how to validate your forms on Resco. There are two types of validation – unconditional and conditional validations. Unconditional validation is enforced to ensure data completeness. For example, you may want to have certain compulsory …

How to validate forms in Resco Read More »

5 key resources you need to successfully prepare for Salesforce NPSP Certification

A number people have reached out to me in the past few weeks, after I posted about passing the Salesforce NPSP exam, to ask about how to best prepare for the exam. Some asked “what resources did you use to prepare?” or whether I could offer pointers or tips. So here it is: this short …

5 key resources you need to successfully prepare for Salesforce NPSP Certification Read More »

7 ways to streamline offline data collection for your Salesforce users with Resco

Suppose you need to quickly capture situational dependent information whilst in the field and you have intermittent or severely limited access to the internet. What if other people (users on your CRM) depend on that information and require access in order to make critical decisions? How do you streamline data collection and gather actionable insights? …

7 ways to streamline offline data collection for your Salesforce users with Resco Read More »

When to Use Recurring Donation vs Opportunity Payments

Have you ever wondered whether to use recurring donations or opportunity payments when capturing donations in the Non-Profit Success Pack? This blog posts suggests three questions you should consider before selecting an option. If you are short on time, this diagram below conveys the key message. These are 3 Questions to consider: 1. Is the …

When to Use Recurring Donation vs Opportunity Payments Read More »