Step-by-step guide to managing donor-advised fund pledges in NPSP. Learn two methods to track DAF payments while maintaining donor data.
What To Do When Your Donor Uses a DAF to Pay a Pledge Learn More ❯
Learn the best way to track donations from donor-advised funds (DAFs) in Salesforce NPSP from our team of platform experts.
How to Track Your Donor-Advised Funds in Salesforce NPSP Learn More ❯
Learn how to leverage Salesforce flows to create emails with lists of related data – no code necessary. Get insights from Salesforce experts.
Build a List in Your Email Using Salesforce Flows (and No Code!) Learn More ❯
Subflows can provide significant value to your Salesforce organization. Learn when and how to use them to your org’s best advantage.
5 Times You Should Use a Subflow in Salesforce Learn More ❯
Learn how to easily calculate the number of years between two dates in Salesforce from a team of certified experts.
Calculate the Number of Years Between Two Dates in Salesforce (Including Leap Years!) Learn More ❯
Learn how nonprofits can leverage Salesforce packages crafted specifically for their needs using MetaDeploy.
MetaDeploy: A One-Stop Shop for Packages for Nonprofits Using Salesforce Learn More ❯
For an effective CPQ implementation, you’ll want to set up your organization for success. Here are a few key steps to start with.
What to Do When You’ve Decided on Salesforce CPQ Learn More ❯
Salesforce CPQ offers powerful functionality, and the more features your organization uses, the more value it will provide. Here’s why.
6 Signs Your Organization Should Purchase Salesforce CPQ Learn More ❯
Salesforce’s Nonprofit Success Package (NPSP) helps nonprofits track their restricted funds with GAUs. Learn more from our team of experts.
Learn how to make Recurring Donations in Salesforce NPSP and customize them for your organization with insights from Salesforce experts.
How to Make Recurring Donations in Salesforce NPSP Learn More ❯
