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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.
Lock In Your Account Data Model
Validation rules to keep data clean in the NPSP household account model. And four easy steps to keep validation rules while also using lead conversion.
Michael Kolodner
Jul 1
3 min read
Attach a File to an Email in Flow
Flows have become an extremely powerful way to automate communications for program management. But some tasks can be harder to figure out than others.
Michael Kolodner
Apr 22
3 min read
It's Natural: Sometimes People Don't Finish
Be careful not to build screen flows that won’t take their final actions.
Michael Kolodner
Apr 8
3 min read
Upsert Contacts to a Campaign
You can use the NPSP Data Importer to efficiently match contacts, create new ones when needed, and add them to a campaign.
Michael Kolodner
Mar 11
4 min read
Email to someone not [yet] in Salesforce
How I solved the challenge of emailing someone that might not be in Salesforce and still relating that message to the right record.
Michael Kolodner
Jan 31, 2024
7 min read
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