
How to Ensure Good Data Quality With Salesforce
You may have heard of the Data, Information, Knowledge, Wisdom (DIKW) pyramid, but just imagine what kind of wisdom you would — or more likely wouldn’t — gain if the quality of the data…

A New NPSP Feature for Nonprofit Admins to Handle Soft Credits
Whether you’re new to NPSP or you’ve been using it to manage your donors and donations for years, you’re going to want to know about some new functionality in the Spring ‘20 Salesforce…

User Acceptance Testing Strategies for Large Data Volume Scenarios
When you start storing tens and thousands of records in Salesforce, you may encounter a Large Data Volume scenario. As a definition, Large Data Volume means: Today, we’d like to recommend some steps…

How to Document Inside Your Salesforce Instance
I’m sure that I am not the only person who puts things by my door so I don’t forget to take them with me. It is just too easy to forget things, unless…

Ask an Architect: 3 Recommended Steps to Building a Data Retention Policy
In this era of “big data,” nonprofit and higher ed institutions are able to use technology to collect more and more data every day. Whether migrating from legacy on-premise systems with decades of…
Why do I Need a Center of Excellence, Anyway?
“We’re going to spend a significant amount of time, effort, and investment to make our Salesforce implementation the best it can be. How do I ensure it’s agile, running efficiently, meeting the needs…