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Let's be clear: For nonprofits Salesforce is "free."
It's free like a puppy. Not free like a beer.
If you work for a Nonprofit or Educational Organization you've come to the place to learn how to use Salesforce wisely, effectively, and
cheaply.
How I Solved It: File Deletion Flow
Working with Files in Salesforce is hard. Users can't delete files they don't own. Here's my screen flow solution to that challenge.
Michael Kolodner
2 hours ago
10 min read
Thing I Learned: NPSP Contact Role Triggers
The NPSP triggers that automate opportunity contact roles are built on the assumption that nobody will ever manually update those roles.
Michael Kolodner
Apr 30
5 min read
Pick Your Partner With Care
When choosing an implementation partner make sure to follow the money and ensure that you're getting unbiased advice. Caveat emptor!
Michael Kolodner
Apr 16
6 min read
Don't Go to Salesforce First!
Don't sign a Salesforce contract until you've found an implementation partner on your own. They can guide you to save money and not overbuy.
Michael Kolodner
Apr 2
6 min read
You Don't Need Docusign (or Adobe Sign, or ....)
There are many options for gathering signatures electronically that don't have to involve an expensive e-sign platform.
Michael Kolodner
Mar 19
6 min read
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