Salesforce

Why you need Salesforce-Resco Implementation partner

Resco, Resco for Salesforce, Salesforce / By / 6 January 2022 / 4 minutes of reading
Imagine you work with a non-profit organisation that already has Salesforce Non-Profit Success Pack and has selected Resco to support its offline capability need. You have a small team that provides the day-day IT support your organisation needs and a team member suggested bringing a Salesforce-Resco partner onboard. You are now evaluating why you need …

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A case of Deja-vu – Solving duplicate issues on your Salesforce environment

Salesforce / By / 18 August 2021 / 4 minutes of reading
Once upon a time, in the autumn 2019 – back when people could sit in quasi intimate proximity in a crowded Borough market restaurant – I received a phone call from one of my service providers inquiring if I was happy with my new subscription. The odd thing was I vividly remember having a similar …

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

Salesforce, Salesforce NPSP / By / 18 August 2021 / 3 minutes of reading
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 …

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When to Use Recurring Donation vs Opportunity Payments

Salesforce, Salesforce NPSP / By / 9 December 2021 / 4 minutes of reading
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 …

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