Salesforce announced Nonprofit Cloud a while back and lots of organizations now have to decide if they’re interested in migrating or not. For an organization with a mature NPSP instance, the cost of moving to Nonprofit Cloud is significant. I did have a user let me know that they found the timeline feature (described hereContinue reading “Timeline Display”
Tag Archives: nonprofit
April 2025: Retention
For the past 10 years, I’ve been having conversations with people about retention metrics. It is a really challenging thing to work on for a couple of reasons, none of which are technical! Any time an organization wants retention metrics, I’ve got to dig in to what they mean when they say retention. Is aContinue reading “April 2025: Retention”
December 2024: Just because you can doesn’t mean you should
People I work with frequently assume I work for Salesforce or have worked for Salesforce in the past, and that I’m always going to recommend Salesforce’s solution. None of those things are true! I started using Salesforce (Sales Cloud) because it was the right tool for a particular job. Like most people in the SalesforceContinue reading “December 2024: Just because you can doesn’t mean you should”
September 2024: Enhanced Recurring Donation Migration
If you started using Salesforce’s NPSP a while ago, you might have used what are now called Legacy Recurring Donations (LRDs.) They provided some great functionality but there was a fatal flaw (see below) at the center of the implementation. It went wrong one day in March 2018, and sometime after that Salesforce decided toContinue reading “September 2024: Enhanced Recurring Donation Migration”
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